Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| GMRE (Global Medical REIT Inc.) | 7.53% | 12.16% | 3.35% | -3.88% | NA | NA | NA | … | … |
Data as of 04/24/2026, Common starting date is 07/01/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| GMRE (Global Medical REIT Inc.) | 07/01/2016 | 04/24/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.80 | 12.16 | 3.35 | -3.88 | NA | NA | NA | … | … | 7.53 | 6.19 | -23.56 | 27.91 | -42.38 | 43.40 | 5.75 | 59.92 | 19.11 | 2.62 | -8.40 |
| Sharpe Ratio | NA | 0.30 | 0.00 | -0.22 | NA | NA | NA | … | … | 0.90 | 0.10 | -1.08 | 0.88 | -1.36 | 1.87 | 0.09 | 2.40 | 0.62 | 0.06 | -0.44 |
| Standard Deviation(%) | NA | 31.09 | 28.86 | 28.66 | NA | NA | NA | … | … | 26.12 | 33.52 | 25.27 | 27.92 | 32.36 | 23.16 | 64.01 | 24.31 | 28.64 | 33.18 | 37.57 |
| Draw Down(%) | NA | 21.83 | 39.20 | 58.92 | NA | NA | NA | … | … | 12.54 | 30.48 | 26.37 | 27.90 | 58.92 | 9.98 | 49.56 | 10.50 | 24.15 | 16.55 | 33.88 |
| Yield(%) | 0.69 | 37.81 | 16.33 | 8.64 | 10.10 | 6.73 | 5.05 | … | … | 1.48 | 34.39 | 7.64 | 8.93 | 4.69 | 6.55 | 6.17 | 8.95 | 9.42 | 11.20 | 3.94 |
Data as of 04/24/2026, Common starting date is 07/01/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GMRE (Global Medical REIT Inc.) |
-17.41%
Dec 2021 – Dec 2024 |
-4.70%
Jan 2020 – Jan 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GMRE (Global Medical REIT Inc.) |
37.88%
Feb 2018 – Feb 2021 |
27.46%
Nov 2016 – Nov 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart