Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| UNBLF (WFD Unibail Rodamco NV) | 10.17% | 26.84% | 41.21% | 8.35% | -4.21% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 02/27/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| UNBLF (WFD Unibail Rodamco NV) | 02/27/2013 | 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 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.30 | 26.84 | 41.21 | 8.35 | -4.21 | NA | NA | … | … | 10.17 | 54.69 | 4.69 | 43.08 | -23.77 | -17.61 | -38.73 | 10.69 | -37.69 | 17.23 | -7.12 | -3.30 | 3.44 | 23.64 |
| Sharpe Ratio | NA | 1.06 | 1.12 | 0.17 | -0.13 | NA | NA | … | … | 0.89 | 1.75 | 0.04 | 0.92 | -0.59 | -0.38 | -0.39 | 0.40 | -1.86 | 1.26 | -0.52 | -0.29 | 0.29 | 1.45 |
| Standard Deviation(%) | NA | 29.30 | 34.15 | 37.17 | 44.15 | NA | NA | … | … | 35.54 | 29.72 | 29.77 | 43.28 | 42.84 | 46.65 | 100.38 | 23.22 | 21.12 | 13.23 | 14.22 | 11.67 | 11.76 | 19.60 |
| Draw Down(%) | NA | 14.36 | 26.12 | 59.25 | 82.91 | NA | NA | … | … | 14.36 | 15.68 | 22.51 | 29.68 | 49.37 | 36.19 | 74.00 | 19.77 | 38.26 | 5.08 | 18.41 | 11.82 | 13.37 | 11.78 |
| Yield(%) | 0.00 | 5.65 | 8.65 | 2.75 | 1.65 | 4.49 | 3.37 | … | … | 4.91 | 5.35 | 3.78 | 0.00 | 0.00 | 0.00 | 6.79 | 7.01 | 2.13 | 2.51 | 2.00 | 3.70 | 3.42 | 6.22 |
Data as of 06/04/2026, Common starting date is 02/27/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| UNBLF (WFD Unibail Rodamco NV) |
-42.32%
Sep 2017 – Sep 2020 |
-29.27%
Sep 2015 – Sep 2020 |
-12.07%
May 2013 – May 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| UNBLF (WFD Unibail Rodamco NV) |
41.64%
May 2023 – May 2026 |
26.18%
Sep 2020 – Sep 2025 |
-3.48%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart