Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SOHOO (Sotherly Hotels Inc Pref) | -43.74% | -32.38% | -19.18% | -7.70% | NA | NA | NA | … | … |
Data as of 06/03/2026, Common starting date is 10/11/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SOHOO (Sotherly Hotels Inc Pref) | 10/11/2017 | 06/03/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -35.00 | -32.38 | -19.18 | -7.70 | NA | NA | NA | … | … | -43.74 | 10.73 | -9.45 | 13.71 | 24.62 | 43.17 | -51.86 | 26.75 | -6.28 | 2.40 |
| Sharpe Ratio | NA | -0.06 | -0.14 | 0.00 | NA | NA | NA | … | … | -0.24 | 0.13 | -0.55 | 0.43 | 0.75 | 1.05 | -0.32 | 2.55 | -0.53 | 1.43 |
| Standard Deviation(%) | NA | 103.56 | 63.84 | 53.45 | NA | NA | NA | … | … | 137.20 | 60.34 | 23.65 | 23.40 | 31.20 | 41.10 | 163.26 | 9.90 | 14.60 | 7.39 |
| Draw Down(%) | NA | 48.82 | 50.21 | 50.21 | NA | NA | NA | … | … | 48.82 | 38.21 | 15.49 | 17.77 | 17.79 | 38.97 | 88.87 | 2.69 | 16.73 | 2.76 |
| Yield(%) | 0.00 | 3.31 | 6.85 | 6.01 | 4.27 | 2.85 | 2.13 | … | … | 0.00 | 8.56 | 9.37 | 12.00 | 0.00 | 0.00 | 1.91 | 8.81 | 7.70 | 1.71 |
Data as of 06/03/2026, Common starting date is 10/11/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SOHOO (Sotherly Hotels Inc Pref) |
-17.52%
Nov 2017 – Nov 2020 |
-3.23%
Apr 2021 – Apr 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SOHOO (Sotherly Hotels Inc Pref) |
65.59%
Sep 2020 – Sep 2023 |
31.04%
Oct 2020 – Oct 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart