Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PTSRF (Partners Real Estate Investment Trust) | NA | 0.00% | 0.00% | -26.45% | -22.21% | NA | NA | … | … |
Data as of 07/10/2023, Common starting date is 02/19/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PTSRF (Partners Real Estate Investment Trust) | 02/19/2013 | 07/10/2023 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 0.00 | 0.00 | -26.45 | -22.21 | NA | NA | … | … | 0.00 | 0.00 | 0.00 | 0.00 | -68.34 | -32.25 | 1.08 | 7.49 | -35.88 | -29.76 | -35.89 |
| Sharpe Ratio | NA | 0.00 | 2.55 | -0.04 | -0.05 | NA | NA | … | … | 0.00 | 0.00 | 0.00 | 0.00 | -0.05 | -0.81 | 0.04 | 0.23 | -1.10 | -0.96 | -1.30 |
| Standard Deviation(%) | NA | 0.00 | 0.00 | 687.98 | 486.62 | NA | NA | … | … | NA | NA | 0.00 | NA | 1,538.59 | 41.52 | 12.04 | 31.49 | 32.51 | 30.88 | 30.71 |
| Draw Down(%) | NA | 0.00 | 0.00 | 99.99 | 100.00 | NA | NA | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 99.99 | 37.28 | 9.23 | 21.41 | 37.24 | 32.57 | 36.97 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 19.51 | 5.96 | 3.52 | 2.64 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 82.47 | 46.60 | 9.77 | 10.26 | 6.10 | 7.86 | 6.88 |
Data as of 07/10/2023, Common starting date is 02/19/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PTSRF (Partners Real Estate Investment Trust) |
-95.12%
Nov 2016 – Nov 2019 |
-84.65%
Nov 2014 – Nov 2019 |
-23.55%
Apr 2013 – Apr 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PTSRF (Partners Real Estate Investment Trust) |
1,093.48%
Nov 2019 – Nov 2022 |
-16.22%
Aug 2013 – Aug 2018 |
-22.27%
Jun 2013 – Jun 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart