Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PTDEX (PREDEX -) | NA | -1.61% | -5.14% | 1.34% | NA | NA | NA | … | … |
Data as of 03/12/2025, Common starting date is 03/05/2018
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PTDEX (PREDEX -) | 03/05/2018 | 03/12/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -1.61 | -5.14 | 1.34 | NA | NA | NA | … | … | 0.00 | -3.86 | -13.95 | 6.96 | 21.70 | 0.40 | 3.49 | 5.42 |
| Sharpe Ratio | NA | -13.67 | -6.88 | -0.86 | NA | NA | NA | … | … | 0.00 | -13.81 | -14.90 | 3.23 | 16.69 | 0.22 | 3.76 | 7.98 |
| Standard Deviation(%) | NA | 0.59 | 1.36 | 1.41 | NA | NA | NA | … | … | NA | 0.76 | 1.23 | 1.73 | 1.30 | 0.75 | 0.55 | 0.65 |
| Draw Down(%) | NA | 1.65 | 22.23 | 22.23 | NA | NA | NA | … | … | 0.00 | 3.90 | 14.18 | 5.95 | 0.04 | 2.50 | 0.27 | 0.04 |
| Yield(%) | 0.00 | 1.05 | 2.96 | 3.70 | 2.76 | 1.84 | 1.38 | … | … | 0.00 | 2.07 | 3.93 | 4.38 | 4.28 | 3.94 | 3.95 | 3.86 |
Data as of 03/12/2025, Common starting date is 03/05/2018
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PTDEX (PREDEX -) |
-4.79%
Feb 2022 – Feb 2025 |
1.38%
Feb 2020 – Feb 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PTDEX (PREDEX -) |
12.12%
Jul 2019 – Jul 2022 |
6.27%
Apr 2018 – Apr 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart