Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| EGP (EastGroup Properties, Inc.) | 12.21% | 21.48% | 9.43% | 6.66% | NA | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 09/03/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| EGP (EastGroup Properties, Inc.) | 09/03/2020 | 06/05/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.83 | 21.48 | 9.43 | 6.66 | NA | NA | NA | … | … | 12.21 | 14.85 | -9.81 | 27.69 | -33.07 | 68.44 | 3.87 |
| Sharpe Ratio | NA | 1.04 | 0.30 | 0.19 | NA | NA | NA | … | … | 1.65 | 0.52 | -0.68 | 1.05 | -1.13 | 3.36 | 0.40 |
| Standard Deviation(%) | NA | 18.07 | 20.87 | 23.39 | NA | NA | NA | … | … | 17.13 | 22.98 | 19.83 | 23.08 | 30.74 | 20.35 | 30.44 |
| Draw Down(%) | NA | 7.44 | 22.37 | 38.08 | NA | NA | NA | … | … | 6.83 | 21.88 | 16.58 | 16.05 | 38.08 | 9.50 | 10.23 |
| Yield(%) | 0.00 | 3.58 | 3.32 | 3.04 | 2.06 | 1.37 | 1.03 | … | … | 0.86 | 3.73 | 2.90 | 3.43 | 2.09 | 2.70 | 1.17 |
Data as of 06/05/2026, Common starting date is 09/03/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EGP (EastGroup Properties, Inc.) |
-8.31%
Dec 2021 – Dec 2024 |
8.01%
Apr 2021 – Apr 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EGP (EastGroup Properties, Inc.) |
12.91%
Dec 2020 – Dec 2023 |
10.76%
Feb 2021 – Feb 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart