Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SUI (Sun Communities, Inc.) | -0.10% | 1.94% | 2.20% | -3.25% | 9.29% | 12.41% | 13.25% | … | … |
Data as of 06/04/2026, Common starting date is 12/09/1993
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SUI (Sun Communities, Inc.) | 12/09/1993 | 06/04/2026 |
| 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 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.85 | 1.94 | 2.20 | -3.25 | 9.29 | 12.41 | 13.25 | … | … | -0.10 | 7.49 | -5.19 | -3.81 | -30.32 | 40.79 | 3.58 | 50.91 | 12.89 | 24.94 | 15.79 | 17.89 | 49.25 | 12.99 | 17.61 | 19.57 | 86.12 | 66.51 | -23.39 | -29.38 | 11.27 | -16.25 | 10.86 | 12.69 | 4.21 | 18.40 | 11.10 | -7.54 | -3.13 | 4.17 | 30.81 | 17.22 | 11.80 | -0.62 |
| Sharpe Ratio | NA | 0.10 | -0.01 | -0.21 | 0.29 | NA | NA | … | … | -0.04 | 0.20 | -0.37 | -0.29 | -1.06 | 1.98 | 0.07 | 3.01 | 0.68 | 1.85 | 0.81 | 0.85 | 2.66 | 0.56 | 0.92 | 0.58 | 2.93 | 1.03 | -0.38 | -1.32 | 0.40 | -0.92 | 0.47 | 0.80 | 0.17 | 1.02 | 0.36 | -0.66 | -0.36 | 0.03 | 1.56 | 0.88 | 0.41 | -0.74 |
| Standard Deviation(%) | NA | 19.00 | 23.52 | 24.83 | 25.84 | NA | NA | … | … | 19.09 | 23.71 | 23.95 | 25.91 | 29.91 | 20.59 | 49.80 | 16.45 | 16.95 | 13.21 | 19.17 | 21.02 | 18.49 | 23.11 | 19.33 | 33.78 | 29.41 | 64.44 | 63.65 | 24.76 | 19.69 | 20.05 | 20.89 | 14.98 | 18.29 | 15.86 | 19.34 | 16.43 | 18.36 | 18.25 | 17.22 | 14.98 | 21.39 | 16.32 |
| Draw Down(%) | NA | 11.44 | 26.48 | 48.72 | 48.72 | NA | NA | … | … | 11.44 | 15.38 | 18.20 | 35.43 | 42.68 | 11.18 | 40.96 | 10.64 | 9.92 | 7.08 | 12.84 | 13.74 | 9.39 | 27.96 | 20.36 | 20.81 | 17.48 | 50.91 | 55.12 | 33.46 | 15.12 | 22.27 | 19.24 | 10.30 | 20.18 | 8.58 | 21.65 | 19.26 | 15.86 | 11.59 | 8.60 | 8.65 | 17.19 | 1.83 |
| Yield(%) | 0.00 | 3.41 | 4.02 | 2.65 | 5.42 | 8.85 | 9.83 | … | … | 0.92 | 6.58 | 2.77 | 2.66 | 1.71 | 2.27 | 2.14 | 3.07 | 3.10 | 3.52 | 3.88 | 4.23 | 6.19 | 6.15 | 8.52 | 9.26 | 12.59 | 18.22 | 12.34 | 7.72 | 7.99 | 6.31 | 6.25 | 6.53 | 6.18 | 6.58 | 6.60 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/04/2026, Common starting date is 12/09/1993
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SUI (Sun Communities, Inc.) |
-29.38%
Feb 2006 – Feb 2009 |
-19.39%
Feb 2004 – Feb 2009 |
-5.28%
Feb 1999 – Feb 2009 |
-1.27%
Feb 1994 – Feb 2009 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SUI (Sun Communities, Inc.) |
85.50%
Feb 2009 – Feb 2012 |
51.90%
Feb 2009 – Feb 2014 |
37.42%
Feb 2009 – Feb 2019 |
25.93%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart