Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
SHO-PE (Sunstone Hotel Investors Inc) NA 6.93% 6.57% 5.68% NA NA NA
Data as of 06/10/2021, Common starting date is 03/08/2016
More Performance Analytics Comparison
Name Start Date End Date
SHO-PE (Sunstone Hotel Investors Inc) 03/08/2016 06/10/2021
1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception
Annualized Return (%) 6.93 6.57 5.68 NA NA NA
Sharpe Ratio NA NA NA NA NA NA
Standard Deviation(%) NA NA NA NA NA NA
Draw Down(%) NA NA NA NA NA NA
Yield(%) 6.80 6.72 6.48 3.46 2.30 1.73
Data as of 06/10/2021, Common starting date is 03/08/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
SHO-PE (Sunstone Hotel Investors Inc) -1.32%
Mar 2017 – Mar 2020
5.59%
Apr 2016 – Apr 2021
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
SHO-PE (Sunstone Hotel Investors Inc) 7.96%
Jun 2016 – Jun 2019
5.69%
May 2016 – May 2021
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return