Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| TPTA (Terra Property Trust, Inc. 6.00%) | -7.08% | 32.16% | 13.08% | NA | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 06/17/2021
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TPTA (Terra Property Trust, Inc. 6.00%) | 06/17/2021 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -5.55 | 32.16 | 13.08 | NA | NA | NA | NA | … | … | -7.08 | 67.02 | -8.60 | -1.87 | -14.41 | 4.33 |
| Sharpe Ratio | NA | 0.51 | 0.27 | NA | NA | NA | NA | … | … | -0.08 | 2.59 | -0.26 | -0.23 | -0.57 | 0.81 |
| Standard Deviation(%) | NA | 57.97 | 45.68 | NA | NA | NA | NA | … | … | 88.85 | 25.29 | 46.82 | 23.74 | 27.98 | 10.00 |
| Draw Down(%) | NA | 43.50 | 44.47 | NA | NA | NA | NA | … | … | 43.50 | 8.93 | 38.24 | 18.26 | 27.47 | 5.71 |
| Yield(%) | 0.00 | 8.54 | 7.89 | 5.81 | 2.91 | 1.94 | 1.45 | … | … | 1.58 | 9.87 | 8.26 | 7.50 | 5.99 | 3.36 |
Data as of 06/04/2026, Common starting date is 06/17/2021
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TPTA (Terra Property Trust, Inc. 6.00%) |
-8.44%
Dec 2021 – Dec 2024 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TPTA (Terra Property Trust, Inc. 6.00%) |
16.07%
Oct 2022 – Oct 2025 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart