Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
AHH-PA (Armada Hoffler Properties Inc) 6.42% 4.62% 8.02% 3.14% NA NA NA
Data as of 05/01/2026, Common starting date is 06/13/2019
More Performance Analytics Comparison
Name Start Date End Date
AHH-PA (Armada Hoffler Properties Inc) 06/13/2019 05/01/2026
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
Annualized Return (%) 1.46 4.62 8.02 3.14 NA NA NA 6.42 -0.43 0.92 23.45 -16.28 10.04 -0.19 11.81
Sharpe Ratio NA 0.14 0.29 0.03 NA NA NA 1.37 -0.22 -0.17 1.02 -0.92 0.64 -0.01 1.60
Standard Deviation(%) NA 13.26 16.12 16.92 NA NA NA 13.11 15.07 15.45 19.66 19.28 15.57 64.86 13.21
Draw Down(%) NA 8.46 16.85 24.09 NA NA NA 4.89 10.39 11.02 14.73 23.84 8.51 47.10 3.04
Yield(%) 0.00 7.55 7.83 6.31 4.43 2.95 2.21 4.03 7.46 5.32 8.08 6.19 6.66 6.01 3.73
Data as of 05/01/2026, Common starting date is 06/13/2019
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
AHH-PA (Armada Hoffler Properties Inc) -2.76%
Dec 2019 – Dec 2022
2.31%
Jul 2020 – Jul 2025
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
AHH-PA (Armada Hoffler Properties Inc) 10.66%
Apr 2020 – Apr 2023
9.31%
Apr 2020 – Apr 2025
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return