Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SHTRF (Sunlight Real Estate Investment Trust) | NA | -20.83% | -14.64% | -6.60% | NA | NA | NA | … | … |
Data as of 11/21/2022, Common starting date is 08/06/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SHTRF (Sunlight Real Estate Investment Trust) | 08/06/2014 | 11/21/2022 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -20.83 | -14.64 | -6.60 | NA | NA | NA | … | … | -28.97 | 2.88 | -22.39 | 2.54 | 8.45 | 44.53 | 6.48 | 21.85 | -4.89 |
| Sharpe Ratio | NA | -0.25 | -0.64 | -0.50 | NA | NA | NA | … | … | -0.21 | 0.55 | -0.79 | 0.45 | 1.52 | 1.52 | 1.23 | 1.54 | -1.48 |
| Standard Deviation(%) | NA | 118.11 | 27.83 | 19.21 | NA | NA | NA | … | … | 118.11 | 8.25 | 28.38 | 2.51 | 4.69 | 28.96 | 5.09 | 14.20 | 7.88 |
| Draw Down(%) | NA | 28.97 | 43.28 | 43.28 | NA | NA | NA | … | … | 28.97 | 2.88 | 24.63 | 0.00 | 0.00 | 0.00 | 1.76 | 0.00 | 4.89 |
| Yield(%) | 0.00 | 0.00 | 2.51 | 3.68 | 4.94 | 3.30 | 2.47 | … | … | 0.00 | 3.10 | 5.13 | 5.22 | 5.23 | 8.78 | 6.33 | 6.78 | 0.00 |
Data as of 11/21/2022, Common starting date is 08/06/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SHTRF (Sunlight Real Estate Investment Trust) |
-7.43%
Jun 2019 – Jun 2022 |
4.46%
Jun 2017 – Jun 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SHTRF (Sunlight Real Estate Investment Trust) |
23.32%
Nov 2014 – Nov 2017 |
16.47%
Nov 2014 – Nov 2019 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart