Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| HTIBP (Healthcare Trust Inc Preferred Series B) | NA | -5.52% | -9.49% | NA | NA | NA | NA | … | … |
Data as of 03/04/2025, Common starting date is 10/04/2021
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HTIBP (Healthcare Trust Inc Preferred Series B) | 10/04/2021 | 03/04/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.08 | -5.52 | -9.49 | NA | NA | NA | NA | … | … | -3.77 | 4.73 | -13.38 | -15.16 | 2.76 |
| Sharpe Ratio | NA | -0.52 | -0.39 | NA | NA | NA | NA | … | … | -1.61 | -0.08 | -0.38 | -0.55 | 2.16 |
| Standard Deviation(%) | NA | 23.17 | 34.97 | NA | NA | NA | NA | … | … | 14.65 | 24.55 | 46.17 | 30.36 | 5.39 |
| Draw Down(%) | NA | 17.34 | 46.44 | NA | NA | NA | NA | … | … | 7.60 | 17.34 | 43.16 | 24.70 | 1.55 |
| Yield(%) | 0.00 | 10.87 | 7.15 | 4.67 | 2.34 | 1.56 | 1.17 | … | … | 2.99 | 10.94 | 8.78 | 6.93 | 0.00 |
Data as of 03/04/2025, Common starting date is 10/04/2021
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HTIBP (Healthcare Trust Inc Preferred Series B) |
-9.23%
Feb 2022 – Feb 2025 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HTIBP (Healthcare Trust Inc Preferred Series B) |
-7.23%
Nov 2021 – Nov 2024 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart