Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RETDF (Reit 1 Ltd) | NA | 79.75% | 22.34% | 12.03% | NA | NA | NA | … | … |
Data as of 09/26/2025, Common starting date is 07/18/2019
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RETDF (Reit 1 Ltd) | 07/18/2019 | 09/26/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 79.75 | 22.34 | 12.03 | NA | NA | NA | … | … | 74.43 | -1.39 | 5.15 | 15.71 | 10.32 | -21.69 | 21.58 |
| Sharpe Ratio | NA | 2.49 | 0.99 | 0.34 | NA | NA | NA | … | … | 3.09 | -0.43 | 0.60 | 2.19 | 2.15 | -0.40 | 1.96 |
| Standard Deviation(%) | NA | 30.77 | 19.07 | 29.04 | NA | NA | NA | … | … | 35.74 | 11.76 | 2.51 | 6.55 | 4.78 | 55.20 | 26.62 |
| Draw Down(%) | NA | 0.08 | 10.54 | 41.14 | NA | NA | NA | … | … | 0.08 | 10.54 | 0.00 | 0.00 | 0.00 | 41.14 | 6.34 |
| Yield(%) | 0.00 | 7.87 | 6.83 | 6.73 | 4.66 | 3.11 | 2.33 | … | … | 4.89 | 9.33 | 5.57 | 14.38 | 9.71 | 3.34 | 4.20 |
Data as of 09/26/2025, Common starting date is 07/18/2019
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RETDF (Reit 1 Ltd) |
-2.17%
Nov 2019 – Nov 2022 |
-0.59%
Nov 2019 – Nov 2024 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RETDF (Reit 1 Ltd) |
22.98%
Jul 2022 – Jul 2025 |
11.99%
Jul 2020 – Jul 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart