Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RREIF (Regal Real Estate Investment Trust) | NA | 29.77% | -4.48% | 0.94% | NA | NA | NA | … | … |
Data as of 03/02/2022, Common starting date is 05/29/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RREIF (Regal Real Estate Investment Trust) | 05/29/2013 | 03/02/2022 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 29.77 | -4.48 | 0.94 | NA | NA | NA | … | … | 0.00 | -14.81 | 0.00 | 0.00 | 0.00 | 3.85 | -8.77 | 0.00 | -6.56 | 0.00 |
| Sharpe Ratio | NA | 0.45 | -0.25 | -0.18 | NA | NA | NA | … | … | 0.00 | -0.22 | 0.00 | 0.00 | 0.00 | 0.11 | -0.56 | 0.00 | -0.97 | 0.00 |
| Standard Deviation(%) | NA | 41.41 | 46.96 | 38.62 | NA | NA | NA | … | … | NA | 100.46 | NA | NA | NA | 29.13 | 16.00 | NA | 6.78 | NA |
| Draw Down(%) | NA | 17.39 | 48.15 | 56.92 | NA | NA | NA | … | … | 0.00 | 48.15 | 0.00 | 0.00 | 0.00 | 16.92 | 13.33 | 0.00 | 6.56 | 0.00 |
| Yield(%) | 0.00 | 9.75 | 6.04 | 6.69 | 5.11 | 3.41 | 2.55 | … | … | 0.00 | 11.14 | 5.52 | 6.81 | 6.81 | 7.58 | 6.88 | 7.23 | 6.56 | 2.82 |
Data as of 03/02/2022, Common starting date is 05/29/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RREIF (Regal Real Estate Investment Trust) |
-10.38%
Feb 2018 – Feb 2021 |
-4.63%
Feb 2016 – Feb 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RREIF (Regal Real Estate Investment Trust) |
8.82%
Oct 2016 – Oct 2019 |
6.30%
Jun 2014 – Jun 2019 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart