Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RLJ (RLJ Lodging Trust) | 44.36% | 58.46% | 5.62% | -3.60% | -2.49% | 0.71% | NA | … | … |
Data as of 06/04/2026, Common starting date is 05/11/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RLJ (RLJ Lodging Trust) | 05/11/2011 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 5.40 | 58.46 | 5.62 | -3.60 | -2.49 | 0.71 | NA | … | … | 44.36 | -21.01 | -8.42 | 14.59 | -23.00 | -1.15 | -19.98 | 16.53 | -20.12 | -4.66 | 20.22 | -32.23 | 42.78 | 30.44 | 19.45 | -2.30 |
| Sharpe Ratio | NA | 1.47 | 0.02 | -0.23 | -0.10 | NA | NA | … | … | 3.16 | -0.69 | -0.51 | 0.39 | -0.59 | -0.03 | -0.20 | 0.75 | -0.89 | -0.23 | 0.66 | -1.37 | 2.56 | 1.68 | 0.90 | -0.08 |
| Standard Deviation(%) | NA | 28.52 | 29.39 | 33.21 | 42.61 | NA | NA | … | … | 31.45 | 34.89 | 23.59 | 28.12 | 41.74 | 39.31 | 99.92 | 20.13 | 24.26 | 23.23 | 30.34 | 23.51 | 16.68 | 18.05 | 21.63 | 47.53 |
| Draw Down(%) | NA | 14.61 | 44.24 | 56.46 | 79.56 | NA | NA | … | … | 12.52 | 36.62 | 25.80 | 26.70 | 34.16 | 30.76 | 75.90 | 15.83 | 29.54 | 20.68 | 20.67 | 37.35 | 6.75 | 10.64 | 12.16 | 34.78 |
| Yield(%) | 0.00 | 8.32 | 4.78 | 2.28 | 3.17 | 4.18 | 3.23 | … | … | 1.96 | 6.02 | 4.26 | 3.44 | 0.85 | 0.30 | 0.23 | 8.14 | 5.90 | 5.38 | 6.27 | 3.90 | 4.29 | 4.28 | 4.12 | 2.15 |
Data as of 06/04/2026, Common starting date is 05/11/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RLJ (RLJ Lodging Trust) |
-26.52%
Mar 2017 – Mar 2020 |
-19.72%
Mar 2015 – Mar 2020 |
-9.67%
Apr 2015 – Apr 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RLJ (RLJ Lodging Trust) |
36.01%
Aug 2011 – Aug 2014 |
16.82%
Aug 2011 – Aug 2016 |
6.07%
Sep 2011 – Sep 2021 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart