Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SUNS (Sunrise Realty Trust, Inc.) | NA | 2.31% | 1.99% | 3.82% | 7.26% | NA | NA | … | … |
Data as of 04/01/2022, Common starting date is 02/28/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SUNS (Sunrise Realty Trust, Inc.) | 02/28/2011 | 04/01/2022 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.00 | 2.31 | 1.99 | 3.82 | 7.26 | NA | NA | … | … | 3.47 | 4.46 | -9.84 | 26.42 | -7.33 | 17.20 | 20.90 | 8.94 | -10.47 | 5.26 | 27.76 | -16.74 |
| Sharpe Ratio | NA | 0.14 | 0.03 | 0.08 | 0.24 | NA | NA | … | … | 0.76 | 0.28 | -0.13 | 2.15 | -0.61 | 1.31 | 1.23 | 0.49 | -0.82 | 0.35 | 1.60 | -0.57 |
| Standard Deviation(%) | NA | 15.62 | 46.61 | 37.19 | 28.59 | NA | NA | … | … | 18.90 | 15.77 | 78.11 | 11.66 | 14.24 | 12.72 | 16.88 | 18.33 | 12.85 | 15.11 | 17.49 | 34.52 |
| Draw Down(%) | NA | 14.53 | 61.31 | 61.31 | 61.31 | NA | NA | … | … | 9.81 | 13.59 | 61.31 | 7.32 | 12.44 | 9.75 | 12.77 | 11.33 | 16.82 | 7.92 | 8.26 | 28.83 |
| Yield(%) | 0.00 | 8.01 | 7.43 | 7.46 | 8.40 | 4.94 | 3.71 | … | … | 2.12 | 8.45 | 7.21 | 9.24 | 8.03 | 8.47 | 9.43 | 9.46 | 7.74 | 7.40 | 8.17 | 2.81 |
Data as of 04/01/2022, Common starting date is 02/28/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SUNS (Sunrise Realty Trust, Inc.) |
-11.40%
Mar 2017 – Mar 2020 |
-1.46%
Mar 2015 – Mar 2020 |
5.94%
Mar 2011 – Mar 2021 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SUNS (Sunrise Realty Trust, Inc.) |
15.57%
Dec 2014 – Dec 2017 |
12.58%
Dec 2014 – Dec 2019 |
9.57%
Sep 2011 – Sep 2021 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart