Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| UE (Urban Edge Properties) | 20.51% | 28.94% | 23.06% | 6.80% | 2.03% | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 01/20/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| UE (Urban Edge Properties) | 01/20/2015 | 06/05/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.01 | 28.94 | 23.06 | 6.80 | 2.03 | NA | NA | … | … | 20.51 | -6.39 | 21.70 | 35.31 | -22.82 | 51.67 | -29.02 | 20.91 | -32.68 | -4.06 | 20.93 | 3.05 |
| Sharpe Ratio | NA | 1.29 | 0.87 | 0.17 | 0.01 | NA | NA | … | … | 2.60 | -0.37 | 0.93 | 1.11 | -0.77 | 1.62 | -0.36 | 1.04 | -1.31 | -0.22 | 0.96 | 0.16 |
| Standard Deviation(%) | NA | 19.36 | 23.24 | 26.40 | 35.02 | NA | NA | … | … | 18.38 | 25.21 | 19.50 | 28.76 | 31.42 | 31.87 | 80.29 | 18.65 | 26.07 | 21.43 | 21.47 | 20.37 |
| Draw Down(%) | NA | 11.99 | 29.68 | 32.08 | 72.11 | NA | NA | … | … | 5.62 | 23.78 | 12.07 | 17.83 | 32.03 | 16.76 | 62.69 | 19.75 | 33.83 | 17.56 | 17.34 | 17.01 |
| Yield(%) | 0.00 | 4.23 | 5.16 | 3.39 | 2.64 | 2.33 | 1.75 | … | … | 1.10 | 3.58 | 3.73 | 4.49 | 3.33 | 4.76 | 3.66 | 5.30 | 2.58 | 3.19 | 3.55 | 3.39 |
Data as of 06/05/2026, Common starting date is 01/20/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| UE (Urban Edge Properties) |
-28.77%
Mar 2017 – Mar 2020 |
-14.86%
Mar 2015 – Mar 2020 |
1.10%
Apr 2015 – Apr 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| UE (Urban Edge Properties) |
24.72%
Oct 2020 – Oct 2023 |
21.23%
Mar 2020 – Mar 2025 |
3.77%
Sep 2015 – Sep 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart