Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| VGSRX (VERT GLOBAL SUSTAINABLE REAL ESTATE FUND INSTITUTIONAL SHARES) | NA | 1.65% | 2.03% | 1.60% | NA | NA | NA | 1.45% |
Data as of 12/01/2023, AR inception is 10/31/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| VGSRX (VERT GLOBAL SUSTAINABLE REAL ESTATE FUND INSTITUTIONAL SHARES) | 10/31/2017 | 12/01/2023 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 4.06 | 1.65 | 2.03 | 1.60 | NA | NA | NA | 1.45 | 6.15 | -26.19 | 32.60 | -10.09 | 24.62 | -9.70 | 3.69 |
| Sharpe Ratio | NA | -0.14 | 0.01 | 0.01 | NA | NA | NA | 0.00 | 0.13 | -1.21 | 2.49 | -0.26 | 2.36 | -0.82 | 3.55 |
| Standard Deviation(%) | NA | 18.05 | 18.46 | 23.11 | NA | NA | NA | 21.54 | 18.14 | 22.94 | 13.08 | 39.13 | 9.82 | 13.46 | 6.79 |
| Draw Down(%) | NA | 19.74 | 34.96 | 42.76 | NA | NA | NA | 42.76 | 19.74 | 34.96 | 7.66 | 42.76 | 4.77 | 13.40 | 2.50 |
| Yield(%) | 0.00 | 1.52 | 2.54 | 2.82 | 1.46 | 0.98 | 0.73 | 2.44 | 0.00 | 1.17 | 4.63 | 1.41 | 5.20 | 2.14 | 0.49 |
Data as of 12/01/2023, AR inception is 10/31/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VGSRX (VERT GLOBAL SUSTAINABLE REAL ESTATE FUND INSTITUTIONAL SHARES) |
-6.08%
Sep 2019 - Sep 2022 |
-0.43%
Sep 2018 - Sep 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VGSRX (VERT GLOBAL SUSTAINABLE REAL ESTATE FUND INSTITUTIONAL SHARES) |
14.11%
Dec 2018 - Dec 2021 |
2.62%
Feb 2018 - Feb 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart