Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SHO (Sunstone Hotel Investors, Inc.) | 29.94% | 37.52% | 7.52% | 0.12% | 2.85% | 4.36% | -0.50% | … | … |
Data as of 06/04/2026, Common starting date is 10/21/2004
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SHO (Sunstone Hotel Investors, Inc.) | 10/21/2004 | 06/04/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 5.41 | 37.52 | 7.52 | 0.12 | 2.85 | 4.36 | -0.50 | … | … | 29.94 | -21.48 | 13.86 | 14.49 | -16.79 | 3.53 | -18.14 | 12.81 | -17.21 | 13.27 | 27.93 | -15.90 | 27.20 | 26.07 | 31.41 | -21.10 | 16.33 | 43.46 | -56.35 | -27.77 | 4.97 | 34.17 | 23.96 |
| Sharpe Ratio | NA | 0.88 | 0.11 | -0.10 | 0.01 | NA | NA | … | … | 2.42 | -0.79 | 0.43 | 0.39 | -0.46 | 0.11 | -0.28 | 0.59 | -0.85 | 0.67 | 0.96 | -0.64 | 1.45 | 1.07 | 1.13 | -0.39 | 0.35 | 0.40 | -0.52 | -1.04 | 0.08 | 1.58 | 11.26 |
| Standard Deviation(%) | NA | 25.00 | 26.85 | 30.45 | 33.13 | NA | NA | … | … | 25.23 | 30.80 | 23.73 | 27.77 | 39.57 | 32.87 | 64.81 | 19.24 | 21.92 | 18.90 | 28.75 | 24.91 | 18.70 | 24.33 | 27.92 | 54.11 | 46.04 | 109.26 | 109.63 | 29.73 | 20.05 | 20.26 | 17.79 |
| Draw Down(%) | NA | 10.58 | 36.56 | 37.21 | 55.90 | NA | NA | … | … | 8.55 | 35.59 | 15.60 | 22.16 | 25.33 | 22.77 | 49.78 | 16.17 | 25.86 | 9.01 | 18.90 | 27.19 | 11.38 | 14.90 | 20.17 | 53.49 | 38.38 | 67.85 | 84.86 | 37.34 | 14.33 | 14.05 | 2.71 |
| Yield(%) | 0.00 | 4.14 | 3.37 | 1.84 | 3.38 | 4.21 | 1.85 | … | … | 0.99 | 3.09 | 3.16 | 3.18 | 0.84 | 0.00 | 0.36 | 5.73 | 4.13 | 4.73 | 5.62 | 8.39 | 3.83 | 0.90 | 0.00 | 0.00 | 0.00 | 0.00 | 12.09 | 4.93 | 4.57 | 5.51 | 1.68 |
Data as of 06/04/2026, Common starting date is 10/21/2004
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SHO (Sunstone Hotel Investors, Inc.) |
-52.68%
Feb 2006 – Feb 2009 |
-23.40%
Sep 2006 – Sep 2011 |
-4.05%
Jan 2006 – Jan 2016 |
-3.41%
Jul 2005 – Jul 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SHO (Sunstone Hotel Investors, Inc.) |
60.06%
Feb 2009 – Feb 2012 |
44.13%
Feb 2009 – Feb 2014 |
24.78%
Feb 2009 – Feb 2019 |
14.39%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart