Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PSPSF (PSP Swiss Property AG) | 3.84% | 6.90% | 21.80% | 10.14% | 10.37% | 8.17% | NA | … | … |
Data as of 06/03/2026, Common starting date is 04/07/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PSPSF (PSP Swiss Property AG) | 04/07/2011 | 06/03/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 6.90 | 21.80 | 10.14 | 10.37 | 8.17 | NA | … | … | 3.84 | 25.46 | 10.10 | 15.62 | -0.42 | -1.75 | -4.98 | 42.24 | 15.41 | 10.45 | 3.99 | 2.36 | 7.98 | -1.07 | 10.09 | 2.35 |
| Sharpe Ratio | NA | 0.09 | 1.01 | 0.32 | 0.39 | NA | NA | … | … | 0.24 | 1.39 | 0.19 | 0.53 | -0.06 | -0.11 | -0.15 | 1.38 | 1.35 | 0.85 | 0.26 | 0.13 | 0.60 | -0.07 | 0.65 | 0.13 |
| Standard Deviation(%) | NA | 21.06 | 19.42 | 22.42 | 22.56 | NA | NA | … | … | 29.56 | 16.61 | 19.00 | 21.58 | 30.79 | 15.52 | 35.00 | 29.69 | 10.41 | 11.54 | 14.57 | 17.57 | 13.21 | 15.67 | 15.54 | 24.27 |
| Draw Down(%) | NA | 14.74 | 14.74 | 25.99 | 31.73 | NA | NA | … | … | 14.74 | 6.99 | 6.74 | 15.74 | 24.25 | 11.37 | 31.73 | 14.67 | 5.40 | 4.96 | 13.19 | 13.73 | 13.46 | 11.67 | 6.98 | 18.37 |
| Yield(%) | 0.00 | 0.00 | 2.66 | 2.55 | 3.67 | 3.63 | 3.20 | … | … | 0.00 | 3.28 | 3.27 | 3.57 | 3.10 | 3.06 | 2.70 | 3.49 | 3.92 | 3.90 | 4.04 | 3.90 | 4.36 | 3.27 | 3.95 | 0.00 |
Data as of 06/03/2026, Common starting date is 04/07/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PSPSF (PSP Swiss Property AG) |
-4.32%
Oct 2019 – Oct 2022 |
3.22%
Oct 2011 – Oct 2016 |
4.86%
Nov 2012 – Nov 2022 |
8.51%
May 2011 – May 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PSPSF (PSP Swiss Property AG) |
27.61%
Mar 2023 – Mar 2026 |
14.56%
Feb 2021 – Feb 2026 |
13.12%
Feb 2016 – Feb 2026 |
8.51%
May 2011 – May 2026 |
Annualized Rolling Returns Comparison Chart