Performance Comparison
Portfolio Performance Comparison
The return data shown below all have the same latest date: 05/15/2025.
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| REG (Regency Centers Corporation) | -0.86% | 24.67% | 6.50% | 19.12% | 4.84% | 8.40% | 5.61% | 8.39% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| REG (Regency Centers Corporation) | 10/29/1993 | 05/15/2025 |
The return data shown below all have the same latest date: 05/15/2025.
AR inception is since 10/29/1993.
AR inception is since 10/29/1993.
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.96 | 24.67 | 6.50 | 19.12 | 4.84 | 8.40 | 5.61 | 8.39 | -0.86 | 14.90 | 11.85 | -13.62 | 71.37 | -23.88 | 11.44 | -12.00 | 3.62 | 4.00 | 10.02 | 42.54 | 1.80 | 30.37 | -6.82 | 26.67 | -19.81 | -23.30 | -14.60 | 37.63 | 10.80 | 46.22 | 30.63 | 24.97 | 26.99 | 29.40 | -10.11 | -19.64 | 5.48 | 52.17 | 2.99 | 0.75 | -13.64 |
| Sharpe Ratio | NA | 1.04 | 0.11 | 0.45 | 0.11 | NA | NA | 0.21 | -0.25 | 0.48 | 0.33 | -0.51 | 2.97 | -0.35 | 0.62 | -0.65 | 0.16 | 0.20 | 0.50 | 2.93 | 0.09 | 1.81 | -0.20 | 0.87 | -0.26 | -0.29 | -0.63 | 1.98 | 0.47 | 2.04 | 1.98 | 1.34 | 1.55 | 1.07 | -0.61 | -1.23 | 0.10 | 2.32 | -0.05 | -0.11 | -2.56 |
| Standard Deviation(%) | NA | 19.75 | 23.06 | 30.77 | 29.75 | NA | NA | 30.94 | 24.72 | 17.23 | 23.12 | 29.58 | 24.00 | 68.60 | 16.24 | 20.42 | 18.84 | 18.89 | 20.13 | 14.51 | 19.30 | 16.91 | 33.95 | 30.60 | 75.19 | 82.34 | 28.07 | 17.44 | 18.49 | 22.17 | 15.14 | 17.79 | 16.24 | 23.61 | 21.81 | 18.72 | 18.75 | 20.76 | 18.94 | 20.55 | 23.30 |
| Draw Down(%) | NA | 14.96 | 22.44 | 35.73 | 57.02 | NA | NA | 73.37 | 14.96 | 14.95 | 17.41 | 30.10 | 9.57 | 49.32 | 12.01 | 20.07 | 17.77 | 22.31 | 17.09 | 7.56 | 20.46 | 11.04 | 28.63 | 22.20 | 51.75 | 63.47 | 30.89 | 12.88 | 16.25 | 24.49 | 8.41 | 12.99 | 12.51 | 9.65 | 18.26 | 26.13 | 12.83 | 7.91 | 10.88 | 18.67 | 17.42 |
| Yield(%) | 0.00 | 4.54 | 3.89 | 6.93 | 3.56 | 5.76 | 4.13 | 9.32 | 0.98 | 4.01 | 4.17 | 3.32 | 5.44 | 3.86 | 4.12 | 3.19 | 3.05 | 2.96 | 2.99 | 4.09 | 3.90 | 4.93 | 4.30 | 5.33 | 4.80 | 4.51 | 3.36 | 3.94 | 4.03 | 5.33 | 6.41 | 7.53 | 8.44 | 9.63 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| REG (Regency Centers Corporation) |
-23.35%
Jan 2007 - Jan 2010 |
-9.53%
Nov 2006 - Nov 2011 |
1.55%
Apr 2007 - Apr 2017 |
1.10%
Oct 2005 - Oct 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| REG (Regency Centers Corporation) |
34.96%
Apr 2004 - Apr 2007 |
31.46%
Nov 2001 - Nov 2006 |
19.48%
Mar 1996 - Mar 2006 |
14.59%
Jan 2000 - Jan 2015 |
Annualized Rolling Returns Comparison Chart