Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| O-P (Realty Income Corporation) | NA | 30.62% | 5.37% | 5.49% | NA | NA | NA | … | … |
Data as of 09/27/2024, Common starting date is 09/27/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| O-P (Realty Income Corporation) | 09/27/2017 | 09/27/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.12 | 30.62 | 5.37 | 5.49 | NA | NA | NA | … | … | 11.23 | 13.09 | -7.47 | 0.64 | 9.62 | 38.31 | -13.98 | 0.85 |
| Sharpe Ratio | NA | 1.53 | 0.12 | 0.10 | NA | NA | NA | … | … | 0.91 | 0.41 | -0.53 | 0.08 | 0.14 | 3.24 | -0.91 | 0.31 |
| Standard Deviation(%) | NA | 16.27 | 16.80 | 32.65 | NA | NA | NA | … | … | 10.12 | 21.97 | 16.77 | 7.70 | 66.26 | 11.39 | 16.82 | 8.10 |
| Draw Down(%) | NA | 8.65 | 17.17 | 49.99 | NA | NA | NA | … | … | 8.65 | 16.99 | 16.16 | 4.75 | 49.99 | 6.60 | 17.46 | 4.75 |
| Yield(%) | 0.00 | 7.37 | 5.80 | 5.77 | 4.20 | 2.80 | 2.10 | … | … | 4.77 | 6.87 | 5.86 | 5.65 | 5.71 | 7.20 | 6.04 | 1.47 |
Data as of 09/27/2024, Common starting date is 09/27/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| O-P (Realty Income Corporation) |
-1.28%
Sep 2020 – Sep 2023 |
3.35%
Oct 2017 – Oct 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| O-P (Realty Income Corporation) |
15.53%
Apr 2018 – Apr 2021 |
9.81%
Dec 2018 – Dec 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart