Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RREDX (Resource Real Estate Diversified Income) | NA | -3.40% | 3.97% | 4.45% | NA | NA | NA | … | … |
Data as of 05/21/2020, Common starting date is 03/13/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RREDX (Resource Real Estate Diversified Income) | 03/13/2013 | 05/21/2020 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.11 | -3.40 | 3.97 | 4.45 | NA | NA | NA | … | … | -11.25 | 6.86 | 4.64 | 6.49 | 7.84 | 1.78 | 12.02 | -7.70 |
| Sharpe Ratio | NA | -1.16 | -0.01 | 0.19 | NA | NA | NA | … | … | -1.22 | 0.54 | 0.59 | 1.36 | 0.89 | 0.22 | 1.96 | -0.89 |
| Standard Deviation(%) | NA | 14.53 | 10.53 | 9.50 | NA | NA | NA | … | … | 22.04 | 10.12 | 5.59 | 4.32 | 8.55 | 7.88 | 6.11 | 10.62 |
| Draw Down(%) | NA | 23.88 | 24.18 | 24.18 | NA | NA | NA | … | … | 19.98 | 6.76 | 5.00 | 2.90 | 9.00 | 5.91 | 5.05 | 14.37 |
| Yield(%) | 0.00 | 6.73 | 6.24 | 5.78 | 3.26 | 2.18 | 1.63 | … | … | 1.42 | 7.12 | 5.93 | 5.92 | 4.63 | 5.86 | 1.66 | 0.00 |
Data as of 05/21/2020, Common starting date is 03/13/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RREDX (Resource Real Estate Diversified Income) |
0.51%
Apr 2013 – Apr 2016 |
3.10%
Apr 2013 – Apr 2018 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RREDX (Resource Real Estate Diversified Income) |
9.98%
Feb 2016 – Feb 2019 |
7.52%
Sep 2014 – Sep 2019 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart