Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SRLY (Southern Realty Co) | NA | 9.00% | -9.93% | 6.35% | 8.99% | NA | NA | … | … |
Data as of 09/26/2025, Common starting date is 06/19/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SRLY (Southern Realty Co) | 06/19/2012 | 09/26/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 9.00 | -9.93 | 6.35 | 8.99 | NA | NA | … | … | -2.78 | -19.10 | 2.30 | 79.94 | -6.79 | 40.83 | 59.41 | 1.53 | 64.31 | -50.91 | 41.18 | 120.25 | 11.68 | -49.06 |
| Sharpe Ratio | NA | 0.00 | -0.41 | 0.07 | 0.11 | NA | NA | … | … | -0.56 | -0.63 | -0.03 | 1.57 | -0.12 | 0.42 | 0.85 | 0.00 | 0.62 | -0.70 | 0.33 | 2.01 | 1.14 | -0.78 |
| Standard Deviation(%) | NA | 33.88 | 36.50 | 44.21 | 64.30 | NA | NA | … | … | 12.05 | 35.81 | 49.84 | 50.30 | 54.78 | 96.14 | 68.18 | 43.21 | 103.26 | 72.67 | 124.75 | 59.91 | 10.23 | 92.85 |
| Draw Down(%) | NA | 26.49 | 48.31 | 48.31 | 57.44 | NA | NA | … | … | 8.11 | 23.60 | 30.47 | 14.22 | 36.51 | 45.94 | 39.22 | 21.92 | 47.96 | 50.91 | 61.93 | 0.00 | 0.00 | 49.06 |
| Yield(%) | 0.00 | 5.88 | 4.77 | 7.89 | 8.30 | 8.60 | 6.45 | … | … | 5.56 | 0.00 | 12.50 | 13.50 | 5.92 | 31.25 | 23.81 | 4.61 | 5.95 | 2.78 | 10.53 | 21.29 | 9.77 | 0.00 |
Data as of 09/26/2025, Common starting date is 06/19/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SRLY (Southern Realty Co) |
-31.48%
Aug 2015 – Aug 2018 |
-4.61%
Jul 2015 – Jul 2020 |
0.16%
Jul 2015 – Jul 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SRLY (Southern Realty Co) |
72.99%
Feb 2017 – Feb 2020 |
43.85%
Oct 2017 – Oct 2022 |
26.76%
Dec 2012 – Dec 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart