Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SRC-PA (Spirit Realty Capital Inc) | NA | 10.76% | 4.08% | 9.52% | NA | NA | NA | … | … |
Data as of 01/22/2024, Common starting date is 09/29/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SRC-PA (Spirit Realty Capital Inc) | 09/29/2017 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.46 | 10.76 | 4.08 | 9.52 | NA | NA | NA | … | … | 3.15 | 13.17 | -7.82 | 1.19 | 15.02 | 38.37 | -13.95 | 0.86 |
| Sharpe Ratio | NA | 0.27 | 0.13 | 0.25 | NA | NA | NA | … | … | 6.29 | 0.41 | -0.55 | 0.15 | 0.22 | 3.25 | -0.91 | 0.32 |
| Standard Deviation(%) | NA | 21.57 | 16.47 | 32.60 | NA | NA | NA | … | … | 11.28 | 21.88 | 16.74 | 7.70 | 66.29 | 11.39 | 16.81 | 8.22 |
| Draw Down(%) | NA | 16.95 | 17.08 | 49.98 | NA | NA | NA | … | … | 1.96 | 16.95 | 16.15 | 4.75 | 49.98 | 6.60 | 17.45 | 4.75 |
| Yield(%) | 0.00 | 6.46 | 5.84 | 7.99 | 4.27 | 2.85 | 2.14 | … | … | 0.00 | 6.94 | 5.94 | 5.72 | 10.32 | 7.30 | 6.12 | 1.48 |
Data as of 01/22/2024, Common starting date is 09/29/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SRC-PA (Spirit Realty Capital Inc) |
-1.20%
Sep 2020 – Sep 2023 |
4.39%
Oct 2017 – Oct 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SRC-PA (Spirit Realty Capital Inc) |
17.44%
Apr 2018 – Apr 2021 |
10.94%
Dec 2018 – Dec 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart