Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ESRT (Empire State Realty Trust, Inc.) | -11.99% | -31.09% | -4.75% | -13.37% | -9.75% | NA | NA | … | … |
Data as of 06/09/2026, Common starting date is 10/03/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ESRT (Empire State Realty Trust, Inc.) | 10/03/2013 | 06/09/2026 |
| 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 | -31.09 | -4.75 | -13.37 | -9.75 | NA | NA | … | … | -11.99 | -36.27 | 7.97 | 46.62 | -22.61 | -3.39 | -31.51 | 0.92 | -28.91 | 3.77 | 14.08 | 4.81 | 17.34 | 16.56 |
| Sharpe Ratio | NA | -1.10 | -0.22 | -0.48 | -0.34 | NA | NA | … | … | -1.26 | -1.20 | 0.16 | 1.02 | -0.65 | -0.11 | -0.45 | -0.03 | -1.56 | 0.22 | 0.66 | 0.27 | 1.20 | 4.03 |
| Standard Deviation(%) | NA | 32.90 | 32.00 | 34.60 | 35.47 | NA | NA | … | … | 32.37 | 33.09 | 27.14 | 42.39 | 37.08 | 32.28 | 70.47 | 18.16 | 19.53 | 14.41 | 20.96 | 17.52 | 14.46 | 21.89 |
| Draw Down(%) | NA | 41.89 | 55.39 | 57.58 | 72.92 | NA | NA | … | … | 26.57 | 36.27 | 12.67 | 35.53 | 36.27 | 32.47 | 61.30 | 18.42 | 31.01 | 8.62 | 18.82 | 15.53 | 12.42 | 7.15 |
| Yield(%) | 0.00 | 1.66 | 2.01 | 1.09 | 1.27 | 1.68 | 1.26 | … | … | 0.54 | 1.38 | 1.42 | 2.07 | 1.51 | 1.17 | 1.54 | 3.02 | 2.07 | 2.06 | 2.26 | 1.89 | 2.28 | 0.60 |
Data as of 06/09/2026, Common starting date is 10/03/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ESRT (Empire State Realty Trust, Inc.) |
-33.66%
Oct 2017 – Oct 2020 |
-19.31%
Oct 2015 – Oct 2020 |
-9.60%
Mar 2016 – Mar 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ESRT (Empire State Realty Trust, Inc.) |
16.46%
Oct 2020 – Oct 2023 |
8.26%
Oct 2020 – Oct 2025 |
-0.96%
Sep 2014 – Sep 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart