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
AHT-PI (Ashford Hospitality Trust Inc) -70.70% -65.46% -28.87% -22.43% NA NA NA
Data as of 06/09/2026, Common starting date is 11/13/2017
More Performance Analytics Comparison
Name Start Date End Date
AHT-PI (Ashford Hospitality Trust Inc) 11/13/2017 06/09/2026
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
Annualized Return (%) -13.55 -65.46 -28.87 -22.43 NA NA NA -70.70 15.90 9.60 -6.43 -17.73 97.51 -34.25 24.38 -17.83 3.01
Sharpe Ratio NA -1.20 -0.57 -0.53 NA NA NA -1.28 0.33 0.11 -0.21 -0.58 3.34 -0.20 1.21 -1.76 6.52
Standard Deviation(%) NA 54.73 54.41 46.18 NA NA NA 75.27 39.04 53.01 49.42 33.09 29.16 174.84 18.98 10.99 3.89
Draw Down(%) NA 71.15 72.65 72.65 NA NA NA 70.92 35.55 35.75 52.67 34.83 13.08 85.48 19.21 21.65 0.49
Yield(%) 0.00 10.94 10.64 8.01 6.20 4.13 3.10 0.00 14.42 13.80 10.69 8.05 25.44 2.16 9.60 7.51 0.93
Data as of 06/09/2026, Common starting date is 11/13/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
AHT-PI (Ashford Hospitality Trust Inc) -23.88%
May 2023 – May 2026
-19.35%
May 2021 – May 2026
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
AHT-PI (Ashford Hospitality Trust Inc) 64.47%
Jul 2020 – Jul 2023
44.32%
Sep 2020 – Sep 2025
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return