Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AMYRZ (Amreit) | NA | 43.82% | -16.34% | -7.24% | NA | NA | NA | … | … |
Data as of 11/24/2009, Common starting date is 07/26/2002
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AMYRZ (Amreit) | 07/26/2002 | 11/24/2009 |
| 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | |
|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 43.82 | -16.34 | -7.24 | NA | NA | NA | … | … |
| Sharpe Ratio | NA | NA | NA | NA | NA | NA | … | … |
| Standard Deviation(%) | NA | NA | NA | NA | NA | NA | … | … |
| Draw Down(%) | NA | NA | NA | NA | NA | NA | … | … |
| Yield(%) | 15.55 | 5.87 | 6.12 | 5.71 | 3.81 | 2.86 | … | … |
Data as of 11/24/2009, Common starting date is 07/26/2002
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AMYRZ (Amreit) |
-42.74%
Dec 2005 – Dec 2008 |
-25.46%
Dec 2003 – Dec 2008 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AMYRZ (Amreit) |
16.81%
Jun 2004 – Jun 2007 |
12.59%
Oct 2002 – Oct 2007 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart