Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| VER-PF (VEREIT Inc) | NA | 4.72% | 6.43% | 5.16% | NA | NA | NA | 10.03% |
Data as of 08/13/2021, AR inception is 01/07/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| VER-PF (VEREIT Inc) | 01/07/2014 | 08/13/2021 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.04 | 4.72 | 6.43 | 5.16 | NA | NA | NA | 10.03 | 3.28 | -1.37 | 7.78 | -7.47 | 1.11 | 2.80 | 7.66 | 6.78 |
| Sharpe Ratio | NA | 0.91 | 0.30 | 0.28 | NA | NA | NA | 0.59 | 1.14 | -0.05 | 1.04 | -1.26 | 0.07 | 0.21 | 0.80 | 0.46 |
| Standard Deviation(%) | NA | 5.15 | 19.10 | 15.88 | NA | NA | NA | 14.65 | 4.71 | 32.16 | 6.11 | 6.96 | 7.32 | 12.06 | 9.56 | 14.79 |
| Draw Down(%) | NA | 1.87 | 28.97 | 28.97 | NA | NA | NA | 28.97 | 1.87 | 30.00 | 2.82 | 8.65 | 6.21 | 8.19 | 6.44 | 12.84 |
| Yield(%) | 0.00 | 6.59 | 6.63 | 6.21 | 5.98 | 3.98 | 2.99 | 8.54 | 3.90 | 6.56 | 7.06 | 6.57 | 6.62 | 6.82 | 7.36 | 8.08 |
Data as of 08/13/2021, AR inception is 01/07/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VER-PF (VEREIT Inc) |
1.62%
Mar 2017 - Mar 2020 |
5.19%
Jul 2016 - Jul 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VER-PF (VEREIT Inc) |
12.39%
Oct 2014 - Oct 2017 |
10.01%
Oct 2014 - Oct 2019 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart