Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SURVF (Suntec Real Estate Investment Trust) | NA | -5.94% | -5.48% | -3.77% | -1.01% | NA | NA | … | … |
Data as of 01/15/2025, Common starting date is 06/10/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SURVF (Suntec Real Estate Investment Trust) | 06/10/2010 | 01/15/2025 |
| 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 | 2011 | 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -5.94 | -5.48 | -3.77 | -1.01 | NA | NA | … | … | -0.72 | 4.18 | -11.70 | 7.10 | -4.66 | -10.92 | 9.35 | -15.60 | 34.18 | 13.65 | -20.42 | 25.63 | -7.90 | 69.42 | -28.57 | 30.77 |
| Sharpe Ratio | NA | -0.48 | -0.36 | -0.17 | -0.09 | NA | NA | … | … | NA | -0.09 | -0.69 | 0.21 | -0.18 | -0.18 | 0.43 | -1.00 | 2.51 | 0.68 | -0.85 | 1.87 | -0.28 | 3.61 | -0.83 | 2.00 |
| Standard Deviation(%) | NA | 26.02 | 24.72 | 36.93 | 28.79 | NA | NA | … | … | 0.00 | 24.45 | 23.36 | 26.65 | 26.54 | 61.29 | 18.54 | 16.85 | 13.42 | 19.70 | 24.07 | 13.67 | 27.91 | 19.39 | 34.42 | 30.38 |
| Draw Down(%) | NA | 18.91 | 38.51 | 46.04 | 51.98 | NA | NA | … | … | 0.72 | 18.91 | 26.32 | 21.09 | 13.48 | 46.04 | 9.57 | 22.09 | 2.50 | 11.60 | 25.93 | 4.76 | 25.44 | 8.33 | 38.00 | 12.95 |
| Yield(%) | 0.00 | 3.90 | 4.41 | 4.07 | 3.46 | 5.70 | 4.28 | … | … | 0.00 | 4.17 | 4.76 | 5.91 | 5.22 | 4.00 | 3.91 | 2.56 | 3.33 | 5.41 | 2.78 | 5.00 | 3.70 | 8.05 | 4.20 | 5.49 |
Data as of 01/15/2025, Common starting date is 06/10/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SURVF (Suntec Real Estate Investment Trust) |
-9.59%
Jan 2018 – Jan 2021 |
-6.44%
Apr 2019 – Apr 2024 |
-1.94%
Jun 2014 – Jun 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SURVF (Suntec Real Estate Investment Trust) |
25.15%
Dec 2011 – Dec 2014 |
12.13%
Dec 2011 – Dec 2016 |
7.35%
Nov 2011 – Nov 2021 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart