Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| INN-PE (Summit Hotel Properties Inc) | 2.94% | 6.37% | 5.97% | -0.18% | NA | NA | NA | … | … |
Data as of 06/09/2026, Common starting date is 11/06/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| INN-PE (Summit Hotel Properties Inc) | 11/06/2017 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.17 | 6.37 | 5.97 | -0.18 | NA | NA | NA | … | … | 2.94 | -4.25 | 1.32 | 28.62 | -22.30 | 19.77 | -4.86 | 32.85 | -14.62 | 2.56 |
| Sharpe Ratio | NA | 0.14 | 0.11 | -0.12 | NA | NA | NA | … | … | 0.19 | -0.35 | -0.15 | 0.90 | -0.94 | 1.39 | -0.04 | 2.13 | -0.92 | 2.84 |
| Standard Deviation(%) | NA | 16.72 | 19.49 | 21.32 | NA | NA | NA | … | … | 14.47 | 20.20 | 15.56 | 28.02 | 25.29 | 14.23 | 114.48 | 14.76 | 17.37 | 6.29 |
| Draw Down(%) | NA | 16.12 | 16.12 | 32.20 | NA | NA | NA | … | … | 8.49 | 14.29 | 7.68 | 22.83 | 30.31 | 8.93 | 80.72 | 7.95 | 20.38 | 2.35 |
| Yield(%) | 0.00 | 8.57 | 8.23 | 5.94 | 5.32 | 3.54 | 2.66 | … | … | 4.25 | 7.51 | 7.12 | 8.55 | 6.12 | 6.94 | 6.03 | 7.52 | 6.02 | 0.28 |
Data as of 06/09/2026, Common starting date is 11/06/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| INN-PE (Summit Hotel Properties Inc) |
-6.94%
Sep 2019 – Sep 2022 |
-0.91%
May 2021 – May 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| INN-PE (Summit Hotel Properties Inc) |
21.37%
Mar 2020 – Mar 2023 |
16.96%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart