Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
BRST (Broad Street Realty Inc) NA -100.00% -100.00% -100.00% -100.00% -100.00% -100.00%
Data as of 01/29/2026, Common starting date is 03/20/2000
More Performance Analytics Comparison
Name Start Date End Date
BRST (Broad Street Realty Inc) 03/20/2000 01/29/2026
1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception
Annualized Return (%) -100.00 -100.00 -100.00 -100.00 -100.00 -100.00
Sharpe Ratio NA NA NA NA NA NA
Standard Deviation(%) NA NA NA NA NA NA
Draw Down(%) NA NA NA NA NA NA
Yield(%) 0.00 0.00 0.00 0.00 0.00 0.00
Data as of 01/29/2026, Common starting date is 03/20/2000
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
BRST (Broad Street Realty Inc) -78.49%
May 2022 – May 2025
-62.65%
May 2020 – May 2025
-47.25%
Nov 2015 – Nov 2025
-22.96%
Nov 2010 – Nov 2025
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
BRST (Broad Street Realty Inc) 298.97%
Mar 2002 – Mar 2005
168.54%
Mar 2002 – Mar 2007
73.86%
Mar 2002 – Mar 2012
26.12%
Jul 2002 – Jul 2017
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return