Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| GMRE-PA (Global Medical REIT Inc) | 3.70% | 5.53% | 6.93% | 6.41% | NA | NA | NA | … | … |
Data as of 03/11/2026, Common starting date is 09/15/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| GMRE-PA (Global Medical REIT Inc) | 09/15/2017 | 03/11/2026 |
| 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 (%) | -0.28 | 5.53 | 6.93 | 6.41 | NA | NA | NA | … | … | 3.70 | 3.07 | 7.53 | 9.37 | 2.04 | 5.84 | 7.25 | 18.42 | 4.20 | 2.67 |
| Sharpe Ratio | NA | 0.30 | 0.37 | 0.38 | NA | NA | NA | … | … | 2.30 | 0.02 | 0.36 | 0.54 | 0.05 | 0.68 | 0.16 | 1.85 | 0.21 | 1.96 |
| Standard Deviation(%) | NA | 9.29 | 10.20 | 10.54 | NA | NA | NA | … | … | 8.05 | 9.22 | 10.81 | 10.61 | 13.06 | 8.55 | 44.62 | 9.17 | 13.45 | 4.43 |
| Draw Down(%) | NA | 5.77 | 5.78 | 8.17 | NA | NA | NA | … | … | 2.01 | 5.77 | 4.21 | 5.78 | 8.17 | 3.77 | 39.28 | 3.08 | 9.60 | 1.83 |
| Yield(%) | 0.00 | 7.41 | 7.40 | 7.14 | 6.31 | 4.21 | 3.16 | … | … | 1.94 | 7.37 | 7.36 | 7.51 | 7.09 | 6.95 | 6.99 | 7.70 | 7.39 | 0.96 |
Data as of 03/11/2026, Common starting date is 09/15/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GMRE-PA (Global Medical REIT Inc) |
3.85%
Oct 2019 – Oct 2022 |
5.53%
Dec 2020 – Dec 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GMRE-PA (Global Medical REIT Inc) |
10.99%
Mar 2020 – Mar 2023 |
9.98%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart