Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BRRE (Blue Ridge Real Estate Company) | 12.07% | 31.20% | -1.00% | 2.97% | 0.90% | NA | NA | … | … |
Data as of 06/08/2026, Common starting date is 12/03/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BRRE (Blue Ridge Real Estate Company) | 12/03/2013 | 06/08/2026 |
| 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 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 31.20 | -1.00 | 2.97 | 0.90 | NA | NA | … | … | 12.07 | 3.29 | -8.11 | -7.50 | 1.01 | 147.50 | -31.97 | 3.89 | -12.92 | -16.13 | -7.85 | 5.13 | 14.29 | -12.50 |
| Sharpe Ratio | NA | 0.90 | -0.16 | 0.01 | -0.02 | NA | NA | … | … | 1.44 | 0.01 | -0.74 | -0.35 | -0.01 | 2.32 | -0.47 | 0.05 | -0.22 | -0.64 | -0.14 | 0.09 | 0.31 | -1.00 |
| Standard Deviation(%) | NA | 35.45 | 26.36 | 36.21 | 45.78 | NA | NA | … | … | 19.48 | 38.40 | 20.01 | 33.56 | 34.19 | 63.60 | 68.79 | 48.19 | 64.39 | 26.20 | 56.92 | 59.12 | 46.47 | 82.73 |
| Draw Down(%) | NA | 18.70 | 30.97 | 46.15 | 55.56 | NA | NA | … | … | 4.90 | 28.57 | 21.05 | 22.92 | 22.80 | 23.85 | 36.51 | 26.49 | 37.38 | 22.62 | 30.00 | 36.84 | 18.38 | 23.75 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/08/2026, Common starting date is 12/03/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BRRE (Blue Ridge Real Estate Company) |
-18.69%
Oct 2017 – Oct 2020 |
-14.49%
Nov 2015 – Nov 2020 |
-1.49%
Jul 2015 – Jul 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BRRE (Blue Ridge Real Estate Company) |
36.20%
Mar 2020 – Mar 2023 |
17.03%
Nov 2020 – Nov 2025 |
3.03%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart