Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WPTIF (WPT Industrial Real Estate Investment Trust) | NA | 51.70% | 16.69% | 11.81% | NA | NA | NA | … | … |
Data as of 10/20/2021, Common starting date is 01/30/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WPTIF (WPT Industrial Real Estate Investment Trust) | 01/30/2015 | 10/20/2021 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -7.25 | 51.70 | 16.69 | 11.81 | NA | NA | NA | … | … | 38.72 | 4.39 | 12.94 | -3.17 | 7.56 | -1.68 | 5.35 |
| Sharpe Ratio | NA | 2.23 | 0.48 | 0.38 | NA | NA | NA | … | … | 2.07 | 0.08 | 0.72 | -0.25 | 0.34 | -0.08 | 0.23 |
| Standard Deviation(%) | NA | 23.16 | 34.09 | 29.27 | NA | NA | NA | … | … | 24.30 | 51.63 | 16.12 | 17.70 | 20.75 | 24.70 | 25.55 |
| Draw Down(%) | NA | 7.88 | 49.84 | 49.84 | NA | NA | NA | … | … | 7.88 | 49.84 | 8.53 | 14.46 | 8.47 | 24.26 | 17.37 |
| Yield(%) | 0.00 | 4.78 | 5.67 | 6.38 | 4.30 | 2.87 | 2.15 | … | … | 3.06 | 5.50 | 5.96 | 5.97 | 6.45 | 6.42 | 5.79 |
Data as of 10/20/2021, Common starting date is 01/30/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WPTIF (WPT Industrial Real Estate Investment Trust) |
-11.49%
Mar 2017 – Mar 2020 |
-5.72%
Mar 2015 – Mar 2020 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WPTIF (WPT Industrial Real Estate Investment Trust) |
18.25%
Sep 2018 – Sep 2021 |
14.29%
Aug 2016 – Aug 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart