Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WRI (Weingarten Realty Investors) | NA | 99.11% | 8.86% | 1.23% | 8.87% | 4.50% | 8.29% | … | … |
Data as of 08/03/2021, Common starting date is 08/16/1985
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WRI (Weingarten Realty Investors) | 08/16/1985 | 08/03/2021 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | 1987 | 1986 | 1985 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.38 | 99.11 | 8.86 | 1.23 | 8.87 | 4.50 | 8.29 | … | … | 50.94 | -26.41 | 33.09 | -15.88 | -1.44 | 8.52 | 3.18 | 33.42 | 6.73 | 28.22 | -3.83 | 26.10 | 5.16 | -28.32 | -28.48 | 27.49 | -1.25 | -5.09 | 27.19 | 83.81 | 17.56 | 21.09 | -12.75 | -0.42 | 10.31 | 6.91 | 0.33 | 1.00 | 2.39 | 11.41 | 32.83 | -21.74 | 23.41 | 13.89 | 5.26 | 7.55 | 1.92 |
| Sharpe Ratio | NA | 2.37 | 0.17 | 0.01 | 0.27 | NA | NA | … | … | 3.18 | -0.36 | 1.87 | -0.79 | -0.11 | 0.44 | 0.15 | 2.21 | 0.35 | 1.62 | -0.11 | 0.79 | 0.06 | -0.34 | -1.25 | 1.46 | -0.18 | -0.13 | 1.74 | 1.88 | 1.01 | 1.24 | -1.07 | -0.25 | 0.49 | 0.24 | -0.33 | -0.14 | 0.01 | 0.57 | 1.84 | -1.57 | 1.33 | 0.60 | 0.03 | 0.13 | 0.00 |
| Standard Deviation(%) | NA | 41.78 | 47.23 | 38.78 | 31.69 | NA | NA | … | … | 32.24 | 74.56 | 16.93 | 21.97 | 20.03 | 18.98 | 20.58 | 15.13 | 19.00 | 17.59 | 35.08 | 33.01 | 82.98 | 86.76 | 25.35 | 16.59 | 19.49 | 46.42 | 15.17 | 43.96 | 15.28 | 13.59 | 15.11 | 15.48 | 13.57 | 13.38 | 11.14 | 14.79 | 16.19 | 15.45 | 15.66 | 17.26 | 13.10 | 15.04 | 39.99 | 23.60 | 12.74 |
| Draw Down(%) | NA | 18.08 | 59.71 | 60.97 | 61.79 | NA | NA | … | … | 10.61 | 59.12 | 10.90 | 20.42 | 18.03 | 19.95 | 18.27 | 8.46 | 21.57 | 11.51 | 27.46 | 22.29 | 57.23 | 74.75 | 36.77 | 10.08 | 15.50 | 46.19 | 7.51 | 16.40 | 10.29 | 13.95 | 18.08 | 19.64 | 13.54 | 10.65 | 12.13 | 18.83 | 19.06 | 14.18 | 8.26 | 28.46 | 10.67 | 12.05 | 31.86 | 14.80 | 5.56 |
| Yield(%) | 2.20 | 11.38 | 6.80 | 4.93 | 7.12 | 4.17 | 8.06 | … | … | 5.87 | 4.27 | 6.49 | 9.09 | 6.43 | 5.34 | 3.89 | 5.59 | 4.46 | 5.22 | 4.55 | 5.23 | 6.37 | 6.64 | 4.26 | 4.81 | 4.40 | 5.60 | 6.29 | 6.87 | 7.29 | 7.84 | 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 08/03/2021, Common starting date is 08/16/1985
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WRI (Weingarten Realty Investors) |
-33.76%
Mar 2006 – Mar 2009 |
-21.44%
Feb 2004 – Feb 2009 |
-0.29%
Mar 1999 – Mar 2009 |
-0.01%
Mar 2005 – Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WRI (Weingarten Realty Investors) |
47.71%
Mar 2009 – Mar 2012 |
31.81%
Mar 2009 – Mar 2014 |
18.27%
Mar 2009 – Mar 2019 |
12.00%
Nov 1991 – Nov 2006 |
Annualized Rolling Returns Comparison Chart