Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| VRTB (Vestin Realty Mortgage II Inc) | NA | 26.73% | 59.86% | 4.36% | NA | NA | NA | -1.98% |
Data as of 09/25/2023, AR inception is 07/03/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| VRTB (Vestin Realty Mortgage II Inc) | 07/03/2017 | 09/25/2023 |
| 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 (%) | 0.00 | 26.73 | 59.86 | 4.36 | NA | NA | NA | -1.98 | 15.00 | 74.19 | 34.78 | 15.00 | -66.67 | 27.66 | -32.86 |
| Sharpe Ratio | NA | 0.24 | 0.64 | 0.03 | NA | NA | NA | -0.02 | 0.15 | 1.45 | 0.43 | 0.18 | -0.41 | 0.13 | -0.77 |
| Standard Deviation(%) | NA | 94.43 | 91.30 | 108.13 | NA | NA | NA | 129.73 | 110.03 | 50.48 | 136.18 | 83.68 | 166.49 | 210.70 | 72.41 |
| Draw Down(%) | NA | 51.85 | 58.06 | 84.93 | NA | NA | NA | 88.98 | 51.85 | 22.58 | 54.90 | 58.91 | 79.17 | 78.72 | 34.72 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 09/25/2023, AR inception is 07/03/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VRTB (Vestin Realty Mortgage II Inc) |
-40.46%
Sep 2017 - Sep 2020 |
-20.52%
Jun 2018 - Jun 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VRTB (Vestin Realty Mortgage II Inc) |
56.70%
May 2020 - May 2023 |
34.64%
Apr 2018 - Apr 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart