Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RLJ-PA (RLJ Lodging Trust) | 3.92% | 11.28% | 11.14% | 5.50% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 09/05/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RLJ-PA (RLJ Lodging Trust) | 09/05/2017 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.04 | 11.28 | 11.14 | 5.50 | NA | NA | NA | … | … | 3.92 | 9.61 | 5.91 | 14.13 | -10.63 | 21.31 | -3.33 | 24.61 | -0.97 | 0.50 |
| Sharpe Ratio | NA | 0.84 | 0.80 | 0.32 | NA | NA | NA | … | … | 0.40 | 0.69 | 0.29 | 0.94 | -0.94 | 1.80 | -0.05 | 3.65 | -0.33 | 0.10 |
| Standard Deviation(%) | NA | 8.88 | 9.25 | 10.45 | NA | NA | NA | … | … | 9.67 | 9.82 | 7.87 | 11.28 | 12.85 | 11.84 | 69.44 | 6.34 | 7.23 | 7.33 |
| Draw Down(%) | NA | 5.36 | 8.71 | 17.30 | NA | NA | NA | … | … | 5.36 | 7.79 | 4.37 | 6.86 | 17.30 | 6.23 | 64.96 | 1.76 | 6.18 | 5.37 |
| Yield(%) | 0.00 | 7.91 | 8.34 | 6.84 | 6.14 | 4.09 | 3.07 | … | … | 1.95 | 7.80 | 7.82 | 8.20 | 6.78 | 7.60 | 6.78 | 7.96 | 7.27 | 3.52 |
Data as of 06/04/2026, Common starting date is 09/05/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RLJ-PA (RLJ Lodging Trust) |
0.38%
Oct 2017 – Oct 2020 |
3.30%
Oct 2017 – Oct 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RLJ-PA (RLJ Lodging Trust) |
21.62%
Mar 2020 – Mar 2023 |
15.44%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart