Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BRG (Bluerock Residential Growth) | NA | 115.53% | 39.69% | 26.75% | NA | NA | NA | … | … |
Data as of 10/05/2022, Common starting date is 03/31/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BRG (Bluerock Residential Growth) | 03/31/2014 | 10/05/2022 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.04 | 115.53 | 39.69 | 26.75 | NA | NA | NA | … | … | 3.29 | 123.35 | 14.69 | 34.56 | -10.78 | -26.31 | 15.78 | -4.67 | -14.28 |
| Sharpe Ratio | NA | 1.89 | 0.60 | 0.48 | NA | NA | NA | … | … | 0.32 | 1.75 | 0.16 | 1.52 | -0.44 | -0.92 | 0.56 | -0.18 | -0.55 |
| Standard Deviation(%) | NA | 60.82 | 66.71 | 54.02 | NA | NA | NA | … | … | 10.60 | 70.45 | 90.55 | 22.01 | 27.30 | 29.52 | 27.61 | 25.90 | 33.20 |
| Draw Down(%) | NA | 16.80 | 68.30 | 68.30 | NA | NA | NA | … | … | 4.90 | 28.76 | 67.99 | 9.31 | 28.39 | 28.22 | 23.75 | 24.62 | 24.52 |
| Yield(%) | 0.00 | 3.75 | 4.99 | 5.63 | 5.28 | 3.52 | 2.64 | … | … | 1.20 | 5.30 | 5.47 | 7.09 | 6.45 | 8.31 | 11.37 | 10.76 | 6.00 |
Data as of 10/05/2022, Common starting date is 03/31/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BRG (Bluerock Residential Growth) |
-17.09%
Mar 2017 – Mar 2020 |
-8.18%
Mar 2015 – Mar 2020 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BRG (Bluerock Residential Growth) |
53.61%
Dec 2018 – Dec 2021 |
30.00%
Aug 2017 – Aug 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart