Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SRC (Spirit Realty Capital Inc) | NA | 9.64% | 8.77% | 9.07% | 2.89% | NA | NA | … | … |
Data as of 01/22/2024, Common starting date is 09/20/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SRC (Spirit Realty Capital Inc) | 09/20/2012 | 01/22/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -4.88 | 9.64 | 8.77 | 9.07 | 2.89 | NA | NA | … | … | -3.16 | 17.30 | -11.64 | 26.71 | -11.96 | 47.69 | -71.67 | 17.21 | 43.25 | 15.40 | 59.33 | 32.50 | 24.12 |
| Sharpe Ratio | NA | 0.24 | 0.28 | 0.18 | 0.03 | NA | NA | … | … | -2.15 | 0.57 | -0.46 | 1.21 | -0.15 | 2.51 | -0.46 | 0.40 | 1.52 | 0.61 | 2.93 | 1.45 | 7.22 |
| Standard Deviation(%) | NA | 22.92 | 24.29 | 41.15 | 61.31 | NA | NA | … | … | 22.07 | 22.92 | 28.17 | 22.13 | 79.46 | 18.43 | 160.09 | 41.28 | 28.36 | 25.38 | 20.22 | 22.45 | 17.00 |
| Draw Down(%) | NA | 23.00 | 28.37 | 62.47 | 89.27 | NA | NA | … | … | 6.50 | 23.00 | 26.60 | 15.21 | 62.47 | 8.88 | 83.31 | 36.11 | 24.50 | 21.09 | 8.58 | 26.08 | 6.18 |
| Yield(%) | 0.00 | 6.43 | 6.54 | 6.77 | 16.81 | 17.39 | 13.04 | … | … | 0.00 | 6.70 | 5.43 | 6.65 | 5.24 | 7.22 | 31.61 | 29.92 | 32.15 | 25.53 | 30.47 | 23.15 | 5.23 |
Data as of 01/22/2024, Common starting date is 09/20/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SRC (Spirit Realty Capital Inc) |
-35.93%
Mar 2017 – Mar 2020 |
-25.48%
Sep 2018 – Sep 2023 |
2.10%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SRC (Spirit Realty Capital Inc) |
53.97%
Aug 2013 – Aug 2016 |
43.71%
Aug 2013 – Aug 2018 |
7.04%
Nov 2012 – Nov 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart