Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RPT-PD (Ramco-Gershenson Properties Trust PERP PFD-D CV) | NA | 25.72% | 12.27% | 10.97% | 6.84% | NA | NA | … | … |
Data as of 12/29/2023, Common starting date is 06/19/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RPT-PD (Ramco-Gershenson Properties Trust PERP PFD-D CV) | 06/19/2012 | 12/29/2023 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.02 | 25.72 | 12.27 | 10.97 | 6.84 | NA | NA | … | … | 22.75 | -8.82 | 25.95 | -7.90 | 29.59 | -8.07 | 0.50 | 6.13 | -3.04 | 21.18 | 15.46 | 11.46 |
| Sharpe Ratio | NA | 1.10 | 0.57 | 0.30 | 0.24 | NA | NA | … | … | 0.96 | -0.48 | 1.90 | -0.14 | 2.20 | -0.58 | -0.01 | 0.31 | -0.18 | 1.83 | 0.96 | 1.53 |
| Standard Deviation(%) | NA | 19.48 | 18.36 | 30.63 | 24.51 | NA | NA | … | … | 19.38 | 21.24 | 13.68 | 59.21 | 12.81 | 16.14 | 16.24 | 18.98 | 17.48 | 11.56 | 16.13 | 14.86 |
| Draw Down(%) | NA | 8.76 | 24.94 | 55.68 | 55.68 | NA | NA | … | … | 8.76 | 24.82 | 8.68 | 55.68 | 9.53 | 15.39 | 18.12 | 16.07 | 19.62 | 5.06 | 14.57 | 5.26 |
| Yield(%) | 0.00 | 7.45 | 7.33 | 7.36 | 6.21 | 5.57 | 4.18 | … | … | 7.28 | 6.14 | 7.31 | 6.25 | 7.50 | 6.21 | 5.93 | 6.13 | 5.42 | 6.21 | 6.75 | 3.63 |
Data as of 12/29/2023, Common starting date is 06/19/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RPT-PD (Ramco-Gershenson Properties Trust PERP PFD-D CV) |
-11.04%
Mar 2017 – Mar 2020 |
-8.51%
Mar 2015 – Mar 2020 |
3.76%
Apr 2013 – Apr 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RPT-PD (Ramco-Gershenson Properties Trust PERP PFD-D CV) |
24.72%
Mar 2020 – Mar 2023 |
9.81%
Apr 2017 – Apr 2022 |
6.99%
Jul 2012 – Jul 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart