Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SRRTF (Slate Grocery REIT) | 16.31% | 25.04% | 19.42% | 13.11% | 10.82% | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 06/17/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SRRTF (Slate Grocery REIT) | 06/17/2015 | 06/05/2026 |
| 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 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.16 | 25.04 | 19.42 | 13.11 | 10.82 | NA | NA | … | … | 16.31 | 25.44 | 16.27 | -10.05 | 4.95 | 38.94 | 1.05 | 25.41 | -6.12 | -3.22 | 13.64 | 4.86 |
| Sharpe Ratio | NA | 1.34 | 0.78 | 0.43 | 0.32 | NA | NA | … | … | 2.03 | 1.19 | 0.61 | -0.51 | 0.11 | 1.10 | 0.01 | 1.92 | -0.46 | -0.31 | 0.63 | 0.54 |
| Standard Deviation(%) | NA | 15.98 | 22.05 | 24.30 | 28.71 | NA | NA | … | … | 19.03 | 19.08 | 20.75 | 27.11 | 31.94 | 35.44 | 59.89 | 12.46 | 16.42 | 12.60 | 21.48 | 16.66 |
| Draw Down(%) | NA | 8.53 | 30.84 | 42.79 | 62.03 | NA | NA | … | … | 8.53 | 12.40 | 16.00 | 38.51 | 33.29 | 22.27 | 62.03 | 5.92 | 11.75 | 9.06 | 12.69 | 8.15 |
| Yield(%) | 0.58 | 7.99 | 8.99 | 8.34 | 7.92 | 5.84 | 4.38 | … | … | 3.24 | 9.06 | 9.60 | 7.78 | 7.35 | 9.81 | 8.61 | 9.72 | 8.36 | 6.90 | 7.21 | 3.55 |
Data as of 06/05/2026, Common starting date is 06/17/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SRRTF (Slate Grocery REIT) |
-20.08%
Mar 2017 – Mar 2020 |
-0.22%
Jul 2015 – Jul 2020 |
8.51%
Aug 2015 – Aug 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SRRTF (Slate Grocery REIT) |
45.17%
Mar 2020 – Mar 2023 |
29.35%
Mar 2020 – Mar 2025 |
10.84%
May 2016 – May 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart