Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JBGS (JBG SMITH Properties) | -11.40% | -11.45% | 6.15% | -11.43% | NA | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 07/06/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JBGS (JBG SMITH Properties) | 07/06/2017 | 06/05/2026 |
| 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 (%) | 1.50 | -11.45 | 6.15 | -11.43 | NA | NA | NA | … | … | -11.40 | 15.18 | -4.51 | -6.03 | -30.98 | -5.33 | -19.19 | 17.23 | 3.01 | 10.64 |
| Sharpe Ratio | NA | -0.47 | 0.09 | -0.44 | NA | NA | NA | … | … | -0.95 | 0.37 | -0.29 | -0.25 | -1.10 | -0.24 | -0.37 | 1.08 | 0.08 | 0.93 |
| Standard Deviation(%) | NA | 30.09 | 32.92 | 31.31 | NA | NA | NA | … | … | 28.56 | 33.10 | 28.08 | 39.15 | 29.49 | 22.40 | 53.05 | 14.65 | 20.23 | 23.83 |
| Draw Down(%) | NA | 40.48 | 40.48 | 59.61 | NA | NA | NA | … | … | 19.75 | 29.60 | 19.58 | 36.41 | 41.31 | 21.15 | 44.74 | 12.20 | 16.77 | 16.48 |
| Yield(%) | 0.00 | 4.00 | 5.56 | 2.35 | 2.33 | 1.55 | 1.16 | … | … | 1.05 | 4.53 | 5.08 | 3.56 | 3.07 | 2.98 | 2.28 | 2.62 | 2.62 | 1.42 |
Data as of 06/05/2026, Common starting date is 07/06/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JBGS (JBG SMITH Properties) |
-22.44%
Apr 2020 – Apr 2023 |
-16.40%
Oct 2018 – Oct 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JBGS (JBG SMITH Properties) |
11.52%
Sep 2022 – Sep 2025 |
0.62%
Oct 2020 – Oct 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart