Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CWYUF (Smart REIT) | NA | 12.10% | 4.35% | 7.68% | 4.17% | 4.85% | NA | … | … |
Data as of 11/26/2025, Common starting date is 06/25/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CWYUF (Smart REIT) | 06/25/2008 | 11/26/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.43 | 12.10 | 4.35 | 7.68 | 4.17 | 4.85 | NA | … | … | 16.50 | -2.40 | 2.34 | -16.21 | 51.64 | -18.42 | 12.83 | -2.09 | 8.16 | 14.43 | -2.24 | 5.75 | -13.60 | 17.29 | 16.51 | 38.04 | 122.79 | -52.50 |
| Sharpe Ratio | NA | 0.54 | 0.03 | 0.21 | 0.09 | NA | NA | … | … | 0.93 | -0.21 | -0.06 | -0.49 | 2.59 | -0.30 | 0.97 | -0.17 | 0.46 | 0.65 | -0.10 | 0.43 | -0.68 | 1.09 | 0.78 | 1.42 | 2.90 | -1.02 |
| Standard Deviation(%) | NA | 16.79 | 24.52 | 25.74 | 29.03 | NA | NA | … | … | 16.66 | 28.67 | 23.09 | 35.86 | 19.94 | 61.87 | 11.67 | 20.03 | 16.45 | 21.91 | 23.40 | 13.48 | 20.04 | 16.01 | 21.22 | 26.71 | 42.29 | 74.89 |
| Draw Down(%) | NA | 9.66 | 24.71 | 37.55 | 58.19 | NA | NA | … | … | 7.64 | 15.15 | 24.71 | 31.18 | 9.91 | 57.59 | 6.97 | 13.94 | 10.11 | 25.44 | 14.17 | 7.76 | 22.70 | 9.31 | 13.78 | 16.28 | 31.76 | 68.31 |
| Yield(%) | 0.00 | 7.34 | 6.41 | 7.91 | 5.76 | 5.96 | 5.90 | … | … | 6.45 | 6.59 | 6.93 | 5.77 | 10.08 | 5.82 | 6.32 | 5.58 | 5.08 | 5.92 | 4.94 | 6.12 | 5.05 | 5.02 | 6.60 | 8.00 | 13.26 | 3.98 |
Data as of 11/26/2025, Common starting date is 06/25/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CWYUF (Smart REIT) |
-13.20%
Mar 2017 – Mar 2020 |
-5.13%
Mar 2015 – Mar 2020 |
1.03%
Sep 2012 – Sep 2022 |
4.95%
Oct 2010 – Oct 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CWYUF (Smart REIT) |
65.21%
Nov 2008 – Nov 2011 |
34.82%
Nov 2008 – Nov 2013 |
19.77%
Mar 2009 – Mar 2019 |
12.61%
Nov 2008 – Nov 2023 |
Annualized Rolling Returns Comparison Chart