Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WSR (Whitestone REIT) | 38.43% | 60.23% | 34.05% | 22.87% | 9.68% | 10.15% | NA | … | … |
Data as of 06/05/2026, Common starting date is 08/27/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WSR (Whitestone REIT) | 08/27/2010 | 06/05/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.10 | 60.23 | 34.05 | 22.87 | 9.68 | 10.15 | NA | … | … | 38.43 | 0.92 | 19.75 | 33.96 | -0.43 | 33.82 | -37.17 | 20.43 | -6.84 | 9.17 | 31.43 | -13.56 | 23.07 | 2.60 | 28.55 | -12.03 | 33.35 |
| Sharpe Ratio | NA | 2.53 | 1.31 | 0.78 | 0.23 | NA | NA | … | … | 4.66 | -0.09 | 0.72 | 1.15 | -0.06 | 1.14 | -0.48 | 0.93 | -0.30 | 0.38 | 1.19 | -0.58 | 1.56 | 0.11 | 1.37 | -0.46 | 7.81 |
| Standard Deviation(%) | NA | 22.72 | 23.48 | 26.45 | 34.69 | NA | NA | … | … | 23.84 | 22.75 | 22.49 | 26.51 | 32.91 | 29.66 | 77.76 | 20.39 | 27.63 | 22.49 | 26.34 | 23.53 | 14.74 | 22.82 | 20.97 | 26.48 | 16.66 |
| Draw Down(%) | NA | 12.73 | 22.06 | 37.72 | 63.61 | NA | NA | … | … | 3.44 | 19.91 | 16.81 | 20.68 | 37.72 | 24.55 | 62.63 | 19.60 | 28.70 | 21.91 | 22.35 | 30.41 | 9.81 | 24.22 | 11.01 | 24.86 | 3.08 |
| Yield(%) | 0.00 | 3.36 | 5.32 | 5.57 | 5.13 | 6.86 | 6.07 | … | … | 1.03 | 3.85 | 4.03 | 4.97 | 4.60 | 5.63 | 4.54 | 8.67 | 7.93 | 7.96 | 10.52 | 7.50 | 9.24 | 7.97 | 9.26 | 7.76 | 4.14 |
Data as of 06/05/2026, Common starting date is 08/27/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WSR (Whitestone REIT) |
-16.89%
Oct 2017 – Oct 2020 |
-9.67%
Mar 2015 – Mar 2020 |
0.39%
Oct 2010 – Oct 2020 |
6.92%
Dec 2010 – Dec 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WSR (Whitestone REIT) |
34.66%
May 2023 – May 2026 |
24.55%
Mar 2020 – Mar 2025 |
10.08%
Apr 2016 – Apr 2026 |
10.13%
May 2011 – May 2026 |
Annualized Rolling Returns Comparison Chart