Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| VTR (Ventas, Inc.) | 13.38% | 27.35% | 13.38% | 18.06% | 4.81% | 6.71% | 8.72% | 9.42% |
Data as of 07/18/2025, AR inception is 05/05/1997
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| VTR (Ventas, Inc.) | 05/05/1997 | 07/18/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.59 | 27.35 | 13.38 | 18.06 | 4.81 | 6.71 | 8.72 | 9.42 | 13.38 | 22.24 | 15.06 | -8.53 | 7.73 | -9.80 | 3.43 | 3.45 | 0.71 | 16.13 | -17.30 | 30.91 | -7.63 | 22.30 | 9.72 | 25.44 | 38.57 | -21.88 | 12.05 | 38.20 | 22.66 | 31.03 | 105.86 | 7.50 | 123.35 | 60.04 | -65.64 | -0.26 | -43.00 |
| Sharpe Ratio | NA | 1.08 | 0.39 | 0.52 | 0.09 | NA | NA | 0.19 | 0.91 | 0.90 | 0.44 | -0.32 | 0.30 | -0.11 | 0.09 | 0.09 | 0.00 | 0.63 | -0.67 | 1.91 | -0.36 | 1.44 | 0.33 | 0.93 | 0.58 | -0.29 | 0.30 | 1.72 | 0.99 | 1.10 | 4.70 | 0.20 | 4.25 | 0.90 | -0.86 | -0.08 | -1.16 |
| Standard Deviation(%) | NA | 22.43 | 25.75 | 28.32 | 36.03 | NA | NA | 40.27 | 25.47 | 20.67 | 26.34 | 31.06 | 25.51 | 87.07 | 20.99 | 23.28 | 15.63 | 25.30 | 25.93 | 16.14 | 21.20 | 15.58 | 29.77 | 27.15 | 66.58 | 79.43 | 29.72 | 20.27 | 20.64 | 27.38 | 22.36 | 31.96 | 29.12 | 62.24 | 80.53 | 46.05 | 52.62 |
| Draw Down(%) | NA | 13.75 | 32.22 | 41.80 | 76.92 | NA | NA | 87.31 | 10.89 | 16.72 | 22.88 | 41.80 | 23.75 | 73.08 | 26.03 | 20.65 | 15.87 | 23.63 | 36.53 | 9.24 | 31.12 | 7.32 | 21.52 | 11.05 | 39.47 | 64.16 | 32.38 | 13.10 | 10.13 | 23.74 | 6.84 | 26.13 | 17.32 | 32.84 | 75.23 | 42.86 | 48.10 |
| Yield(%) | 0.00 | 3.50 | 3.61 | 5.29 | 3.29 | 4.75 | 7.09 | 8.25 | 1.66 | 3.56 | 3.97 | 3.47 | 3.84 | 3.80 | 5.57 | 5.29 | 5.01 | 5.23 | 3.90 | 5.22 | 4.20 | 4.46 | 4.27 | 4.94 | 6.43 | 4.63 | 4.54 | 4.82 | 5.32 | 5.84 | 9.40 | 8.03 | 15.66 | 22.75 | 0.00 | 0.00 | 0.00 |
Data as of 07/18/2025, AR inception is 05/05/1997
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VTR (Ventas, Inc.) |
-46.68%
Jun 1997 - Jun 2000 |
-13.66%
Mar 2015 - Mar 2020 |
-0.88%
Mar 2010 - Mar 2020 |
3.72%
Sep 2008 - Sep 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VTR (Ventas, Inc.) |
90.61%
Jun 2000 - Jun 2003 |
72.62%
Jun 2000 - Jun 2005 |
40.80%
Jun 2000 - Jun 2010 |
30.85%
Mar 2000 - Mar 2015 |
Annualized Rolling Returns Comparison Chart