Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| NWHUF (Northwest Healthcare Properties REIT) | 5.50% | 12.72% | -5.86% | -12.31% | 0.84% | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 07/21/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NWHUF (Northwest Healthcare Properties REIT) | 07/21/2011 | 06/10/2026 |
| 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 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.26 | 12.72 | -5.86 | -12.31 | 0.84 | NA | NA | … | … | 5.50 | 28.63 | -13.69 | -37.95 | -31.46 | 17.58 | 15.29 | 43.15 | -18.03 | 26.05 | 40.09 | -10.52 | -19.36 | -18.93 | 15.29 | -9.82 |
| Sharpe Ratio | NA | 0.50 | -0.24 | -0.46 | -0.03 | NA | NA | … | … | 0.46 | 0.96 | -0.53 | -1.06 | -1.25 | 0.62 | 0.27 | 2.22 | -1.12 | 1.89 | 1.99 | -0.46 | -1.21 | -1.10 | 0.89 | -1.35 |
| Standard Deviation(%) | NA | 25.66 | 33.33 | 31.64 | 30.48 | NA | NA | … | … | 24.88 | 26.90 | 32.89 | 39.50 | 26.50 | 28.24 | 55.91 | 18.80 | 17.35 | 13.52 | 20.03 | 23.12 | 15.96 | 17.28 | 17.24 | 15.25 |
| Draw Down(%) | NA | 14.55 | 48.91 | 70.56 | 70.56 | NA | NA | … | … | 14.55 | 11.81 | 27.68 | 59.23 | 35.25 | 16.83 | 57.08 | 5.75 | 22.35 | 5.31 | 12.18 | 18.96 | 21.97 | 25.33 | 4.35 | 12.30 |
| Yield(%) | 0.00 | 7.22 | 5.03 | 4.14 | 7.13 | 4.15 | 3.11 | … | … | 2.93 | 8.31 | 6.57 | 6.86 | 6.62 | 6.61 | 6.58 | 8.72 | 6.64 | 7.21 | 10.15 | 7.80 | 7.45 | 5.97 | 2.48 | 0.00 |
Data as of 06/10/2026, Common starting date is 07/21/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NWHUF (Northwest Healthcare Properties REIT) |
-28.40%
Dec 2021 – Dec 2024 |
-13.03%
Dec 2019 – Dec 2024 |
-4.65%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NWHUF (Northwest Healthcare Properties REIT) |
24.73%
Dec 2018 – Dec 2021 |
20.71%
Jan 2016 – Jan 2021 |
6.97%
Mar 2012 – Mar 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart