Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| REG (Regency Centers Corporation) | 12.17% | 11.41% | 14.31% | 7.31% | 3.75% | 7.79% | 5.13% | … | … |
Data as of 06/04/2026, Common starting date is 10/29/1993
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| REG (Regency Centers Corporation) | 10/29/1993 | 06/04/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 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 (%) | -2.34 | 11.41 | 14.31 | 7.31 | 3.75 | 7.79 | 5.13 | … | … | 12.17 | -2.05 | 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 | 0.55 | 0.68 | 0.24 | 0.08 | NA | NA | … | … | 2.08 | -0.25 | 0.65 | 0.36 | -0.51 | 2.97 | -0.35 | 0.61 | -0.66 | 0.16 | 0.20 | 0.50 | 2.93 | 0.09 | 1.81 | -0.20 | 0.87 | -0.26 | -0.29 | -0.63 | 1.97 | 0.46 | 2.04 | 1.98 | 1.34 | 1.54 | 1.07 | -0.62 | -1.23 | 0.10 | 2.31 | -0.05 | -0.11 | -2.57 |
| Standard Deviation(%) | NA | 15.68 | 18.72 | 22.41 | 29.56 | NA | NA | … | … | 15.77 | 19.60 | 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 | 8.17 | 15.10 | 30.10 | 57.02 | NA | NA | … | … | 6.24 | 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 | 4.07 | 4.78 | 4.04 | 3.08 | 5.12 | 3.57 | … | … | 1.11 | 3.97 | 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 |
Data as of 06/04/2026, Common starting date is 10/29/1993
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