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
AMH-PH (American Homes 4 Rent) -0.18% 5.45% 6.06% 3.26% NA NA NA
Data as of 06/10/2026, Common starting date is 09/17/2018
More Performance Analytics Comparison
Name Start Date End Date
AMH-PH (American Homes 4 Rent) 09/17/2018 06/10/2026
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
Annualized Return (%) 0.55 5.45 6.06 3.26 NA NA NA -0.18 5.32 2.70 16.46 -8.57 7.39 7.37 27.17 -8.99
Sharpe Ratio NA 0.36 0.25 0.07 NA NA NA -0.27 0.21 -0.07 0.88 -0.73 1.05 0.21 2.37 -1.80
Standard Deviation(%) NA 9.35 12.24 12.35 NA NA NA 9.30 11.76 12.55 14.70 13.74 7.01 33.16 10.84 16.54
Draw Down(%) NA 3.95 11.28 16.15 NA NA NA 3.57 5.18 8.68 11.87 15.58 5.03 34.44 5.25 15.62
Yield(%) 0.00 6.47 6.43 5.60 4.84 3.22 2.42 1.60 6.29 6.24 6.71 5.83 5.87 6.85 6.96 1.77
Data as of 06/10/2026, Common starting date is 09/17/2018
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
AMH-PH (American Homes 4 Rent) -0.57%
Aug 2020 – Aug 2023
3.18%
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
AMH-PH (American Homes 4 Rent) 13.61%
Dec 2018 – Dec 2021
9.32%
Dec 2018 – Dec 2023
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return