Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MNR-PC (Monmouth Real Estate Investment Corporation) | NA | 7.50% | 8.09% | 6.54% | NA | NA | NA | … | … |
Data as of 02/25/2022, Common starting date is 09/09/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MNR-PC (Monmouth Real Estate Investment Corporation) | 09/09/2016 | 02/25/2022 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.08 | 7.50 | 8.09 | 6.54 | NA | NA | NA | … | … | 0.28 | 8.40 | 0.72 | 9.59 | -9.15 | 6.10 | -5.56 |
| Sharpe Ratio | NA | 2.47 | 0.30 | 0.28 | NA | NA | NA | … | … | 0.72 | 2.69 | 0.01 | 1.14 | -0.93 | 0.61 | -1.29 |
| Standard Deviation(%) | NA | 3.02 | 24.99 | 20.36 | NA | NA | NA | … | … | 2.37 | 3.11 | 43.00 | 7.16 | 11.26 | 9.05 | 13.14 |
| Draw Down(%) | NA | 0.79 | 39.33 | 39.33 | NA | NA | NA | … | … | 0.55 | 0.79 | 40.23 | 3.85 | 12.13 | 6.67 | 12.41 |
| Yield(%) | 0.00 | 4.56 | 5.80 | 5.77 | 3.17 | 2.12 | 1.59 | … | … | 0.00 | 6.06 | 6.08 | 6.70 | 6.07 | 6.31 | 1.32 |
Data as of 02/25/2022, Common starting date is 09/09/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MNR-PC (Monmouth Real Estate Investment Corporation) |
2.60%
Mar 2017 – Mar 2020 |
5.68%
Oct 2016 – Oct 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MNR-PC (Monmouth Real Estate Investment Corporation) |
10.64%
Nov 2018 – Nov 2021 |
8.08%
Dec 2016 – Dec 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart