Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
TPRP (Tower Properties Company) 2.97% 4.00% 4.16% 10.35% 16.39% 16.59% NA
Data as of 06/03/2026, Common starting date is 06/25/2008
More Performance Analytics Comparison
Name Start Date End Date
TPRP (Tower Properties Company) 06/25/2008 06/03/2026
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
Annualized Return (%) 0.00 4.00 4.16 10.35 16.39 16.59 NA 2.97 0.00 15.56 2.27 22.73 11.62 46.72 12.15 12.04 52.80 4.17 6.19 29.14 41.13 10.98 -0.68 -29.13 14.83 -23.33
Sharpe Ratio NA 0.04 0.03 0.34 0.61 NA NA 0.13 -0.13 0.71 -0.07 1.36 0.42 0.97 0.79 1.23 1.99 0.31 0.67 1.29 1.62 0.24 -0.13 -1.18 0.09 -0.44
Standard Deviation(%) NA 33.41 21.11 22.87 25.56 NA NA 38.15 23.15 12.76 30.55 15.80 27.55 47.86 13.53 8.75 26.39 12.87 9.16 22.49 25.30 45.43 5.66 24.86 157.67 91.70
Draw Down(%) NA 17.68 19.23 22.22 26.46 NA NA 17.68 19.23 4.44 18.52 5.86 16.29 26.46 5.90 2.73 1.54 8.33 5.04 8.64 11.62 32.22 3.33 29.13 50.00 52.56
Yield(%) 0.00 0.00 0.00 5.13 12.00 15.37 7.29 0.00 0.00 0.00 18.52 0.00 0.00 41.67 0.00 0.00 0.00 0.00 0.00 0.00 0.00 28.48 0.00 0.00 0.00 0.00
Data as of 06/03/2026, Common starting date is 06/25/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
TPRP (Tower Properties Company) -13.43%
Aug 2008 – Aug 2011
-0.48%
Jul 2008 – Jul 2013
8.83%
Mar 2010 – Mar 2020
12.19%
Jan 2009 – Jan 2024
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
TPRP (Tower Properties Company) 47.82%
Apr 2020 – Apr 2023
26.20%
Jan 2016 – Jan 2021
24.41%
Mar 2012 – Mar 2022
18.84%
Jun 2009 – Jun 2024
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return