Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| TUERF (True North Commercial Real Estate Investment Trust) | 4.20% | 12.01% | -34.02% | -16.23% | NA | NA | NA | -13.27% |
Data as of 07/30/2025, AR inception is 04/18/2019
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TUERF (True North Commercial Real Estate Investment Trust) | 04/18/2019 | 07/30/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.41 | 12.01 | -34.02 | -16.23 | NA | NA | NA | -13.27 | 4.20 | 29.57 | -75.80 | -20.41 | 3,268,533.63 | -100.00 | 20.68 |
| Sharpe Ratio | NA | 0.23 | -0.49 | -0.03 | NA | NA | NA | -0.02 | 0.20 | 0.49 | -0.71 | -0.77 | 3,224.15 | -0.10 | 2.19 |
| Standard Deviation(%) | NA | 51.00 | 75.49 | 644.52 | NA | NA | NA | 576.01 | 47.66 | 52.56 | 112.90 | 28.32 | 1,013.77 | 1,011.33 | 13.37 |
| Draw Down(%) | NA | 42.49 | 84.35 | 100.00 | NA | NA | NA | 100.00 | 23.84 | 29.22 | 83.63 | 29.26 | 32.90 | 100.00 | 3.70 |
| Yield(%) | 0.00 | 2.59 | 3.90 | 6.94 | 4.36 | 2.91 | 2.18 | 7.27 | 2.26 | 0.00 | 5.64 | 7.13 | 222,550.00 | 7.89 | 9.02 |
Data as of 07/30/2025, AR inception is 04/18/2019
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TUERF (True North Commercial Real Estate Investment Trust) |
-41.75%
Mar 2022 - Mar 2025 |
-23.35%
Feb 2020 - Feb 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TUERF (True North Commercial Real Estate Investment Trust) |
1,746.36%
Dec 2020 - Dec 2023 |
-11.78%
Sep 2019 - Sep 2024 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart