Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| OPINI (Office Properties Income Trust) | NA | 8.09% | 5.22% | 6.21% | NA | NA | NA | … | … |
Data as of 06/11/2021, Common starting date is 06/07/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| OPINI (Office Properties Income Trust) | 06/07/2016 | 06/11/2021 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.04 | 8.09 | 5.22 | 6.21 | NA | NA | NA | … | … | -0.75 | 4.48 | 17.41 | -14.40 | 9.63 | -5.34 |
| Sharpe Ratio | NA | 0.74 | 0.14 | 0.22 | NA | NA | NA | … | … | -0.30 | 0.08 | 1.34 | -1.17 | 1.22 | -0.55 |
| Standard Deviation(%) | NA | 10.87 | 31.10 | 25.06 | NA | NA | NA | … | … | 5.69 | 51.12 | 11.90 | 13.39 | 7.41 | 17.07 |
| Draw Down(%) | NA | 6.48 | 42.62 | 42.62 | NA | NA | NA | … | … | 3.35 | 42.62 | 4.40 | 19.23 | 2.90 | 14.73 |
| Yield(%) | 0.00 | 5.98 | 5.74 | 5.94 | 2.96 | 1.97 | 1.48 | … | … | 2.84 | 5.58 | 6.33 | 5.75 | 6.16 | 3.03 |
Data as of 06/11/2021, Common starting date is 06/07/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OPINI (Office Properties Income Trust) |
-1.67%
Mar 2017 – Mar 2020 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OPINI (Office Properties Income Trust) |
9.43%
Dec 2016 – Dec 2019 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart