Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ATTRF (Ascott Residence Trust) | NA | 17.17% | 4.94% | -0.46% | 5.26% | 4.74% | NA | … | … |
Data as of 09/26/2025, Common starting date is 11/06/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ATTRF (Ascott Residence Trust) | 11/06/2006 | 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 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 17.17 | 4.94 | -0.46 | 5.26 | 4.74 | NA | … | … | 5.78 | 16.17 | 12.89 | -9.40 | 29.15 | -39.32 | 34.46 | -4.29 | 23.76 | 6.44 | -15.23 | 3.46 | -5.71 | 55.10 | -9.47 | 30.42 | 62.22 | -55.00 | 19.05 | 0.00 |
| Sharpe Ratio | NA | 0.68 | 0.06 | -0.07 | 0.14 | NA | NA | … | … | 0.23 | 1.03 | 0.26 | -0.64 | 0.60 | -0.78 | 2.02 | -0.68 | 1.48 | 0.46 | -0.14 | 0.25 | -0.27 | 2.08 | -0.31 | 0.91 | 0.31 | -0.06 | 0.06 | NA |
| Standard Deviation(%) | NA | 20.85 | 25.49 | 37.57 | 27.95 | NA | NA | … | … | 21.17 | 12.19 | 36.52 | 17.07 | 48.76 | 50.65 | 16.35 | 8.36 | 15.63 | 13.58 | 106.45 | 13.91 | 21.41 | 26.79 | 30.57 | 33.29 | 170.36 | 790.34 | 374.59 | 0.00 |
| Draw Down(%) | NA | 8.11 | 22.23 | 39.80 | 39.80 | NA | NA | … | … | 8.11 | 4.41 | 22.23 | 21.74 | 19.78 | 39.80 | 0.00 | 7.74 | 6.96 | 10.92 | 53.09 | 10.00 | 19.01 | 12.90 | 20.63 | 13.90 | 20.00 | 65.00 | 24.24 | 0.00 |
| Yield(%) | 0.00 | 11.68 | 7.50 | 5.09 | 6.19 | 5.93 | 4.90 | … | … | 10.54 | 7.42 | 7.06 | 5.47 | 6.71 | 0.83 | 8.18 | 4.64 | 10.26 | 3.01 | 1.23 | 4.84 | 8.05 | 17.00 | 5.30 | 4.23 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 09/26/2025, Common starting date is 11/06/2006
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ATTRF (Ascott Residence Trust) |
-10.79%
Oct 2019 – Oct 2022 |
-2.83%
Feb 2020 – Feb 2025 |
-0.78%
Jan 2013 – Jan 2023 |
1.36%
Mar 2009 – Mar 2024 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ATTRF (Ascott Residence Trust) |
51.34%
Sep 2009 – Sep 2012 |
32.86%
Jul 2009 – Jul 2014 |
16.54%
Sep 2009 – Sep 2019 |
10.34%
Sep 2009 – Sep 2024 |
Annualized Rolling Returns Comparison Chart