Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| STOR (STORE Capital Corp) | NA | -100.00% | -100.00% | -100.00% | NA | NA | NA | … | … |
Data as of 02/17/2023, Common starting date is 11/19/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| STOR (STORE Capital Corp) | 11/19/2014 | 02/17/2023 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | NA | -100.00 | -100.00 | -100.00 | NA | NA | NA | … | … | -100.00 | 1.10 | 7.06 | -3.42 | 33.54 | 8.72 | 5.38 | 6.51 | 7.36 | 9.25 |
| Sharpe Ratio | NA | 0.40 | -0.01 | 0.30 | NA | NA | NA | … | … | 2.28 | -0.01 | 0.30 | -0.05 | 1.94 | 0.32 | 0.20 | 0.28 | 0.36 | 5.71 |
| Standard Deviation(%) | NA | 27.24 | 46.68 | 38.93 | NA | NA | NA | … | … | 0.91 | 28.26 | 23.32 | 72.33 | 16.75 | 23.45 | 23.37 | 22.07 | 20.31 | 21.30 |
| Draw Down(%) | NA | 100.00 | 100.00 | 100.00 | NA | NA | NA | … | … | 100.00 | 26.46 | 10.78 | 62.91 | 9.93 | 13.52 | 23.49 | 24.17 | 16.74 | 3.55 |
| Yield(%) | NA | 3.89 | 3.62 | 5.50 | 5.01 | 3.34 | 2.51 | … | … | 0.00 | 3.44 | 4.67 | 3.93 | 4.95 | 3.75 | 4.86 | 4.92 | 4.85 | 0.58 |
Data as of 02/17/2023, Common starting date is 11/19/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| STOR (STORE Capital Corp) |
-4.50%
Aug 2019 – Aug 2022 |
-0.12%
Mar 2015 – Mar 2020 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| STOR (STORE Capital Corp) |
22.04%
Jan 2017 – Jan 2020 |
14.51%
Nov 2015 – Nov 2020 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart