Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SMMCF (Summit Industrial Income REIT) | NA | 7.35% | 23.65% | 28.28% | NA | NA | NA | … | … |
Data as of 02/21/2023, Common starting date is 05/19/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SMMCF (Summit Industrial Income REIT) | 05/19/2014 | 02/21/2023 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.52 | 7.35 | 23.65 | 28.28 | NA | NA | NA | … | … | 4.67 | 3.66 | 62.68 | 13.36 | 33.05 | 21.62 | 18.24 | 6.98 | -9.76 | -6.45 |
| Sharpe Ratio | NA | 0.21 | 0.51 | 0.76 | NA | NA | NA | … | … | 5.46 | 0.06 | 4.69 | 0.22 | 1.99 | 1.10 | 1.18 | 1.00 | -0.72 | -0.54 |
| Standard Deviation(%) | NA | 38.13 | 44.93 | 35.91 | NA | NA | NA | … | … | 6.78 | 39.33 | 21.13 | 60.50 | 15.93 | 18.53 | 15.00 | 6.75 | 13.56 | 18.80 |
| Draw Down(%) | NA | 32.21 | 51.47 | 51.47 | NA | NA | NA | … | … | 0.75 | 32.21 | 3.93 | 51.62 | 8.03 | 7.18 | 8.51 | 0.00 | 11.27 | 15.47 |
| Yield(%) | 0.00 | 4.30 | 4.85 | 7.32 | 6.85 | 4.57 | 3.43 | … | … | 0.00 | 4.55 | 3.78 | 3.97 | 5.85 | 6.42 | 6.77 | 7.90 | 7.11 | 5.93 |
Data as of 02/21/2023, Common starting date is 05/19/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SMMCF (Summit Industrial Income REIT) |
7.44%
Jul 2014 – Jul 2017 |
10.40%
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 |
|---|---|---|---|---|
| SMMCF (Summit Industrial Income REIT) |
46.59%
Oct 2018 – Oct 2021 |
38.30%
Oct 2016 – Oct 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart