Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| REIT (ALPS Active REIT ETF) | 14.14% | 14.83% | 11.03% | 4.62% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 03/01/2021
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| REIT (ALPS Active REIT ETF) | 03/01/2021 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.10 | 14.83 | 11.03 | 4.62 | NA | NA | NA | … | … | 14.14 | -0.55 | 7.11 | 13.74 | -21.23 | 34.32 |
| Sharpe Ratio | NA | 0.97 | 0.53 | 0.15 | NA | NA | NA | … | … | 2.70 | -0.21 | 0.22 | 0.51 | -0.94 | 2.72 |
| Standard Deviation(%) | NA | 12.69 | 16.42 | 18.46 | NA | NA | NA | … | … | 13.37 | 16.44 | 15.70 | 20.07 | 24.17 | 15.33 |
| Draw Down(%) | NA | 7.37 | 18.18 | 29.29 | NA | NA | NA | … | … | 7.37 | 14.96 | 10.24 | 19.57 | 28.80 | 6.98 |
| Yield(%) | 0.00 | 3.08 | 3.52 | 3.32 | 1.98 | 1.32 | 0.99 | … | … | 0.69 | 3.10 | 3.14 | 3.45 | 2.18 | 6.01 |
Data as of 06/04/2026, Common starting date is 03/01/2021
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| REIT (ALPS Active REIT ETF) |
-1.37%
Dec 2021 – Dec 2024 |
5.23%
May 2021 – May 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| REIT (ALPS Active REIT ETF) |
11.61%
May 2023 – May 2026 |
5.40%
Apr 2021 – Apr 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart
