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
CLPR (Clipper Realty Inc.) -8.53% -5.91% -8.24% -9.42% NA NA NA
Data as of 06/11/2026, Common starting date is 02/13/2017
More Performance Analytics Comparison
Name Start Date End Date
CLPR (Clipper Realty Inc.) 02/13/2017 06/11/2026
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
Annualized Return (%) 0.31 -5.91 -8.24 -9.42 NA NA NA -8.53 -8.03 -7.85 -9.21 -32.54 47.99 -29.45 -15.52 34.22 -23.51
Sharpe Ratio NA -0.23 -0.24 -0.27 NA NA NA -0.58 -0.21 -0.20 -0.31 -0.92 1.33 -0.40 -0.51 0.78 -0.85
Standard Deviation(%) NA 44.38 51.34 46.22 NA NA NA 47.53 51.16 57.31 42.12 37.10 36.17 74.35 33.19 42.17 31.55
Draw Down(%) NA 31.33 50.66 60.49 NA NA NA 21.70 27.23 34.94 33.39 36.73 17.59 60.21 34.59 24.07 28.96
Yield(%) 0.00 9.74 6.76 4.79 2.67 1.78 1.33 5.34 8.56 7.09 5.64 3.82 5.52 3.70 3.69 2.85 2.74
Data as of 06/11/2026, Common starting date is 02/13/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
CLPR (Clipper Realty Inc.) -21.38%
Jul 2022 – Jul 2025
-16.39%
May 2019 – May 2024
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
CLPR (Clipper Realty Inc.) 8.97%
Mar 2020 – Mar 2023
0.94%
Jul 2017 – Jul 2022
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return