Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BHR-PB (Braemar Hotels & Resorts Inc) | 4.66% | 18.81% | 12.65% | -0.38% | 5.09% | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 05/03/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BHR-PB (Braemar Hotels & Resorts Inc) | 05/03/2016 | 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 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.26 | 18.81 | 12.65 | -0.38 | 5.09 | NA | NA | … | … | 4.66 | 18.44 | 8.87 | -0.98 | -18.47 | 36.26 | 0.50 | 18.72 | -7.76 | -0.68 | 23.49 |
| Sharpe Ratio | NA | 0.49 | 0.21 | -0.08 | 0.10 | NA | NA | … | … | 0.21 | 0.45 | 0.18 | -0.16 | -0.64 | 1.62 | 0.00 | 0.95 | -0.61 | -0.09 | 1.38 |
| Standard Deviation(%) | NA | 35.15 | 32.50 | 30.42 | 42.37 | NA | NA | … | … | 35.88 | 35.09 | 28.77 | 29.97 | 31.18 | 22.38 | 108.99 | 18.20 | 14.93 | 14.61 | 26.76 |
| Draw Down(%) | NA | 26.76 | 29.37 | 46.97 | 81.35 | NA | NA | … | … | 26.76 | 21.07 | 18.92 | 37.03 | 30.48 | 15.50 | 80.20 | 11.12 | 20.66 | 14.62 | 10.98 |
| Yield(%) | 0.00 | 9.82 | 9.65 | 5.68 | 6.28 | 5.11 | 3.83 | … | … | 2.32 | 9.80 | 9.93 | 8.87 | 6.63 | 8.62 | 8.70 | 8.09 | 6.80 | 6.31 | 5.59 |
Data as of 06/10/2026, Common starting date is 05/03/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BHR-PB (Braemar Hotels & Resorts Inc) |
-28.28%
Mar 2017 – Mar 2020 |
-0.09%
May 2021 – May 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BHR-PB (Braemar Hotels & Resorts Inc) |
54.96%
Mar 2020 – Mar 2023 |
29.92%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart