Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| NRWRF (NewRiver REIT plc) | NA | -0.45% | 5.15% | 11.21% | NA | NA | NA | … | … |
Data as of 09/26/2025, Common starting date is 03/20/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NRWRF (NewRiver REIT plc) | 03/20/2020 | 09/26/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -0.45 | 5.15 | 11.21 | NA | NA | NA | … | … | 34.52 | -19.27 | 25.29 | -12.28 | 13.26 | 25.82 |
| Sharpe Ratio | NA | -0.06 | 0.03 | 0.18 | NA | NA | NA | … | … | 1.55 | -0.26 | 0.43 | -0.70 | 1.49 | 1.97 |
| Standard Deviation(%) | NA | 55.17 | 62.25 | 48.86 | NA | NA | NA | … | … | 30.14 | 89.50 | 50.60 | 19.53 | 8.88 | 17.24 |
| Draw Down(%) | NA | 37.70 | 43.80 | 43.80 | NA | NA | NA | … | … | 13.78 | 38.64 | 39.22 | 17.52 | 1.50 | 0.00 |
| Yield(%) | 0.00 | 11.05 | 9.12 | 10.36 | 5.18 | 3.45 | 2.59 | … | … | 6.11 | 11.30 | 9.62 | 7.99 | 9.19 | 0.00 |
Data as of 09/26/2025, Common starting date is 03/20/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NRWRF (NewRiver REIT plc) |
-11.19%
Jul 2021 – Jul 2024 |
7.43%
Apr 2020 – Apr 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NRWRF (NewRiver REIT plc) |
11.15%
Oct 2020 – Oct 2023 |
12.32%
Jun 2020 – Jun 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart