Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| TTBXF (Tritax Big Box REIT plc) | NA | 21.19% | -7.23% | NA | NA | NA | NA | 0.66% |
Data as of 03/12/2024, AR inception is 09/29/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TTBXF (Tritax Big Box REIT plc) | 09/29/2020 | 03/12/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 29.53 | 21.19 | -7.23 | NA | NA | NA | NA | 0.66 | 16.58 | -13.29 | -36.83 | 54.62 | 3.28 |
| Sharpe Ratio | NA | 0.19 | -0.07 | NA | NA | NA | NA | -0.01 | 0.93 | -0.18 | -0.17 | 0.59 | NA |
| Standard Deviation(%) | NA | 95.98 | 132.86 | NA | NA | NA | NA | 131.71 | 125.01 | 92.80 | 237.97 | 72.05 | 0.00 |
| Draw Down(%) | NA | 32.27 | 68.73 | NA | NA | NA | NA | 68.73 | 32.27 | 34.05 | 64.62 | 13.37 | 0.00 |
| Yield(%) | 0.00 | 3.95 | 1.15 | 0.88 | 0.44 | 0.29 | 0.22 | 1.47 | 0.00 | 3.32 | 0.00 | 0.86 | 0.00 |
Data as of 03/12/2024, AR inception is 09/29/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TTBXF (Tritax Big Box REIT plc) |
0.00%
NA |
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 |
|---|---|---|---|---|
| TTBXF (Tritax Big Box REIT plc) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart