Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PWDEX (PREDEX -) | NA | -1.57% | -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 |
|---|---|---|
| PWDEX (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 | -1.57 | -5.14 | 1.34 | NA | NA | NA | … | … | 0.00 | -3.86 | -13.95 | 6.96 | 21.70 | 0.40 | 3.45 | 5.46 |
| Sharpe Ratio | NA | -14.12 | -6.89 | -0.86 | NA | NA | NA | … | … | 0.00 | -13.85 | -15.00 | 3.23 | 16.68 | 0.22 | 3.65 | 8.49 |
| Standard Deviation(%) | NA | 0.57 | 1.35 | 1.41 | NA | NA | NA | … | … | NA | 0.75 | 1.22 | 1.74 | 1.30 | 0.75 | 0.56 | 0.62 |
| Draw Down(%) | NA | 1.61 | 22.23 | 22.23 | NA | NA | NA | … | … | 0.00 | 3.90 | 14.15 | 5.95 | 0.04 | 2.50 | 0.27 | 0.04 |
| Yield(%) | 0.00 | 1.05 | 2.96 | 3.69 | 2.76 | 1.84 | 1.38 | … | … | 0.00 | 2.06 | 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 |
|---|---|---|---|---|
| PWDEX (PREDEX -) |
-4.79%
Feb 2022 – Feb 2025 |
1.39%
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 |
|---|---|---|---|---|
| PWDEX (PREDEX -) |
12.12%
Jul 2019 – Jul 2022 |
6.27%
Apr 2018 – Apr 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart