Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PTTTS (Palmetto Real Estate Trust) | NA | 8.99% | 10.35% | 6.93% | 8.15% | NA | NA | … | … |
Data as of 07/31/2025, Common starting date is 09/25/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PTTTS (Palmetto Real Estate Trust) | 09/25/2012 | 07/31/2025 |
| 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 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.90 | 8.99 | 10.35 | 6.93 | 8.15 | NA | NA | … | … | 10.78 | 2.04 | 10.62 | 25.92 | -14.56 | 7.68 | 16.80 | 1.98 | 10.97 | 10.17 | 10.38 | 6.25 | 17.14 | 2.50 |
| Sharpe Ratio | NA | 0.25 | 0.44 | 0.11 | 0.17 | NA | NA | … | … | 0.68 | -0.25 | 0.86 | 0.85 | -0.16 | 0.24 | 0.31 | 0.01 | 1.00 | 0.79 | 1.00 | 0.45 | 2.24 | 0.74 |
| Standard Deviation(%) | NA | 23.41 | 15.80 | 42.38 | 38.57 | NA | NA | … | … | 24.08 | 18.42 | 7.46 | 28.89 | 91.23 | 30.65 | 50.34 | 54.42 | 10.40 | 12.65 | 10.32 | 13.97 | 7.65 | 13.49 |
| Draw Down(%) | NA | 11.88 | 11.88 | 53.37 | 53.37 | NA | NA | … | … | 11.39 | 11.88 | 3.97 | 13.53 | 53.37 | 13.46 | 21.68 | 42.62 | 5.77 | 6.25 | 4.71 | 8.83 | 1.48 | 3.08 |
| Yield(%) | 0.00 | 8.24 | 8.27 | 6.88 | 6.99 | 6.72 | 5.04 | … | … | 4.11 | 8.18 | 9.27 | 10.62 | 5.46 | 6.59 | 7.50 | 6.09 | 5.28 | 7.10 | 7.36 | 6.38 | 5.95 | 3.75 |
Data as of 07/31/2025, Common starting date is 09/25/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PTTTS (Palmetto Real Estate Trust) |
-11.14%
Sep 2018 – Sep 2021 |
-5.12%
Sep 2016 – Sep 2021 |
7.67%
Dec 2014 – Dec 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PTTTS (Palmetto Real Estate Trust) |
37.62%
Oct 2021 – Oct 2024 |
16.75%
Dec 2018 – Dec 2023 |
9.74%
Oct 2014 – Oct 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart