Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| TIPRX (Totl In Rl Est A) | NA | -1.83% | -7.53% | 1.78% | 3.68% | NA | NA | … | … |
Data as of 12/11/2025, Common starting date is 01/04/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TIPRX (Totl In Rl Est A) | 01/04/2013 | 12/11/2025 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -1.83 | -7.53 | 1.78 | 3.68 | NA | NA | … | … | -3.57 | -6.79 | -11.70 | 9.83 | 21.62 | 1.38 | 7.36 | 7.08 | 6.81 | 4.62 | 8.01 | 4.16 | 11.54 |
| Sharpe Ratio | NA | -3.56 | -6.79 | -0.56 | 1.20 | NA | NA | … | … | -3.22 | -10.06 | -8.59 | 4.29 | 12.63 | 0.95 | 10.37 | 7.44 | 8.84 | 2.67 | 3.14 | 1.36 | 4.34 |
| Standard Deviation(%) | NA | 2.06 | 1.74 | 1.89 | 1.55 | NA | NA | … | … | 2.08 | 1.03 | 1.80 | 1.97 | 1.71 | 1.18 | 0.57 | 0.77 | 0.70 | 1.65 | 2.54 | 3.04 | 2.69 |
| Draw Down(%) | NA | 4.46 | 23.25 | 25.06 | 25.06 | NA | NA | … | … | 4.31 | 6.82 | 11.70 | 5.50 | 0.03 | 2.60 | 0.07 | 0.33 | 0.24 | 1.40 | 1.29 | 1.35 | 1.62 |
| Yield(%) | 0.00 | 5.11 | 4.20 | 5.52 | 5.40 | 4.69 | 3.52 | … | … | 3.89 | 4.90 | 4.83 | 5.75 | 5.69 | 5.16 | 5.35 | 5.38 | 5.34 | 3.99 | 5.37 | 1.37 | 2.38 |
Data as of 12/11/2025, Common starting date is 01/04/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TIPRX (Totl In Rl Est A) |
-8.23%
Aug 2022 – Aug 2025 |
1.80%
Nov 2020 – Nov 2025 |
3.66%
Nov 2015 – Nov 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TIPRX (Totl In Rl Est A) |
14.02%
Jul 2019 – Jul 2022 |
11.08%
Jul 2017 – Jul 2022 |
7.39%
Feb 2013 – Feb 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart