Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| APPTF (Automotive Properties Real Estate Investment Trust) | NA | 2.04% | NA | NA | NA | NA | NA | … | … |
Data as of 09/26/2025, Common starting date is 07/21/2023
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| APPTF (Automotive Properties Real Estate Investment Trust) | 07/21/2023 | 09/26/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 2.04 | NA | NA | NA | NA | NA | … | … | 18.86 | 3.72 | -4.58 |
| Sharpe Ratio | NA | -0.05 | NA | NA | NA | NA | NA | … | … | 1.19 | 0.01 | -0.63 |
| Standard Deviation(%) | NA | 19.01 | NA | NA | NA | NA | NA | … | … | 19.72 | 18.71 | 21.99 |
| Draw Down(%) | NA | 22.66 | NA | NA | NA | NA | NA | … | … | 8.95 | 16.20 | 15.21 |
| Yield(%) | 0.00 | 7.41 | 5.13 | 3.08 | 1.54 | 1.03 | 0.77 | … | … | 5.05 | 8.52 | 3.34 |
Data as of 09/26/2025, Common starting date is 07/21/2023
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| APPTF (Automotive Properties Real Estate Investment Trust) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| APPTF (Automotive Properties Real Estate Investment Trust) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart