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Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Inception
RPI (Roberts Realty Investors, Inc.) NA 52.17% -5.33% -2.27% -7.16% 0.64% NA 1.17%
Data as of 01/30/2015, AR inception is 12/11/1997
More Performance Analytics Comparison
Name Start Date End Date
RPI (Roberts Realty Investors, Inc.) 12/11/1997 01/30/2015
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Inception 2013 2012 2011 2010 2009 2008 2007 2006 2005 2004 2003 2002 2001 2000 1999 1998 1997
Annualized Return (%) 9.37 52.17 -5.33 -2.27 -7.16 0.64 NA 1.17 -23.08 -8.59 -12.33 12.31 68.83 -67.95 -16.41 0.25 -2.11 101.17 24.10 -12.02 -9.83 12.55 20.75 -9.46 4.61
Sharpe Ratio NA -0.53 -0.43 -0.19 -0.23 NA NA -0.09 -0.41 -0.13 -0.25 0.15 0.83 -0.95 -0.93 -0.30 -0.22 2.55 1.07 -0.64 -0.50 0.44 0.87 -0.53 2.47
Standard Deviation(%) NA 51.05 58.40 62.71 57.72 NA NA 46.55 56.31 64.97 50.44 83.66 82.77 72.28 21.05 10.25 19.55 39.37 21.85 20.61 24.61 19.56 20.20 24.21 55.06
Draw Down(%) NA 37.25 63.84 71.68 82.71 NA NA 82.71 40.88 35.03 43.81 33.01 41.09 78.18 20.63 6.06 15.51 16.71 8.07 27.01 28.67 13.66 6.07 19.76 4.35
Yield(%) 0.00 0.00 0.00 0.00 2.74 7.41 5.97 7.02 0.00 0.00 0.00 0.00 0.00 33.53 0.00 0.00 0.00 65.22 9.15 0.00 4.19 9.55 14.97 6.64 1.65
Data as of 01/30/2015, AR inception is 12/11/1997
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
RPI (Roberts Realty Investors, Inc.) -39.63%
Nov 2005 - Nov 2008 		-18.12%
Aug 2004 - Aug 2009 		-13.14%
Oct 2004 - Oct 2014 		-3.78%
Oct 1999 - Oct 2014
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
RPI (Roberts Realty Investors, Inc.) 34.70%
Dec 2002 - Dec 2005 		20.14%
Apr 2000 - Apr 2005 		7.74%
Jan 1998 - Jan 2008 		0.87%
Jan 1998 - Jan 2013
Annualized Rolling Returns Comparison Chart