Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ALRHF (Allreal) | NA | 7.88% | 15.95% | 12.14% | 8.18% | NA | NA | … | … |
Data as of 09/26/2025, Common starting date is 01/11/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ALRHF (Allreal) | 01/11/2013 | 09/26/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 7.88 | 15.95 | 12.14 | 8.18 | NA | NA | … | … | 7.88 | 12.93 | 27.93 | 6.80 | 6.54 | 5.46 | 5.11 | 4.90 | 4.51 | 4.49 | 1.51 | -7.28 | 3.98 |
| Sharpe Ratio | NA | 0.84 | 0.95 | 0.90 | 0.78 | NA | NA | … | … | 1.17 | 0.82 | 1.28 | 0.82 | 1.03 | 0.98 | 0.73 | 0.74 | 0.88 | 0.97 | 0.30 | -0.59 | 1.03 |
| Standard Deviation(%) | NA | 5.76 | 13.25 | 11.04 | 8.55 | NA | NA | … | … | 6.71 | 11.34 | 19.15 | 6.59 | 6.34 | 5.31 | 4.98 | 4.79 | 4.42 | 4.39 | 4.85 | 12.40 | 3.96 |
| Draw Down(%) | NA | 0.00 | 4.77 | 4.77 | 4.77 | NA | NA | … | … | 0.00 | 4.77 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 2.56 | 11.03 | 0.00 |
| Yield(%) | 0.00 | 7.42 | 7.54 | 7.02 | 5.69 | 4.14 | 3.10 | … | … | 7.42 | 5.48 | 6.55 | 6.37 | 6.14 | 5.18 | 4.86 | 4.67 | 4.32 | 4.30 | 4.01 | 4.04 | 3.83 |
Data as of 09/26/2025, Common starting date is 01/11/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ALRHF (Allreal) |
-0.72%
Feb 2013 – Feb 2016 |
0.55%
Apr 2013 – Apr 2018 |
3.52%
Feb 2013 – Feb 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ALRHF (Allreal) |
15.95%
Apr 2022 – Apr 2025 |
12.14%
Apr 2020 – Apr 2025 |
8.18%
Apr 2015 – Apr 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart