Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RRETX (Resource Real Estate Diversified Income) | NA | 5.71% | 6.64% | 5.99% | NA | NA | NA | … | … |
Data as of 05/21/2020, Common starting date is 02/17/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RRETX (Resource Real Estate Diversified Income) | 02/17/2015 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 5.71 | 6.64 | 5.99 | NA | NA | NA | … | … | 0.86 | 12.21 | 3.83 | 5.68 | 8.61 | -2.26 |
| Sharpe Ratio | NA | 1.98 | 1.37 | 0.91 | NA | NA | NA | … | … | 2.16 | 3.54 | 0.46 | 1.18 | 1.01 | -0.32 |
| Standard Deviation(%) | NA | 2.37 | 4.03 | 5.73 | NA | NA | NA | … | … | 0.78 | 3.03 | 5.39 | 4.29 | 8.33 | 8.02 |
| Draw Down(%) | NA | 0.95 | 5.01 | 10.95 | NA | NA | NA | … | … | 0.19 | 0.95 | 5.01 | 3.01 | 9.21 | 6.27 |
| Yield(%) | 0.00 | 4.73 | 5.05 | 5.06 | 2.59 | 1.72 | 1.29 | … | … | 0.00 | 6.32 | 5.16 | 5.15 | 5.39 | 4.99 |
Data as of 05/21/2020, Common starting date is 02/17/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RRETX (Resource Real Estate Diversified Income) |
3.06%
Mar 2015 – Mar 2018 |
5.60%
Mar 2015 – Mar 2020 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RRETX (Resource Real Estate Diversified Income) |
9.66%
Feb 2016 – Feb 2019 |
5.97%
Apr 2015 – Apr 2020 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart