Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| VGSR (Vert Global Sustainable Real Estate ETF) | 2.70% | 5.63% | NA | NA | NA | NA | NA | 16.08% |
Data as of 08/04/2025, AR inception is 12/04/2023
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| VGSR (Vert Global Sustainable Real Estate ETF) | 12/04/2023 | 08/04/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.15 | 5.63 | NA | NA | NA | NA | NA | 16.08 | 2.70 | 5.59 | 7.06 |
| Sharpe Ratio | NA | -0.10 | NA | NA | NA | NA | NA | 0.35 | 0.04 | 0.13 | 6.91 |
| Standard Deviation(%) | NA | 16.07 | NA | NA | NA | NA | NA | 16.13 | 16.68 | 15.26 | 22.57 |
| Draw Down(%) | NA | 18.34 | NA | NA | NA | NA | NA | 18.34 | 13.45 | 11.40 | 3.02 |
| Yield(%) | 0.00 | 2.14 | 2.47 | 1.48 | 0.74 | 0.49 | 0.37 | 7.42 | 0.62 | 3.85 | 2.75 |
Data as of 08/04/2025, AR inception is 12/04/2023
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VGSR (Vert Global Sustainable Real Estate ETF) |
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 |
|---|---|---|---|---|
| VGSR (Vert Global Sustainable Real Estate ETF) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart