Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| REGCO (Regency Centers Corporation 5.875% Series B Cumulative Redeemable Preferred Stock) | 0.70% | 6.18% | 6.75% | 0.67% | NA | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 09/27/2019
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| REGCO (Regency Centers Corporation 5.875% Series B Cumulative Redeemable Preferred Stock) | 09/27/2019 | 06/05/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.45 | 6.18 | 6.75 | 0.67 | NA | NA | NA | … | … | 0.70 | 7.14 | 1.91 | 20.59 | -19.91 | 2.77 | -2.35 | 2.70 |
| Sharpe Ratio | NA | 0.29 | 0.21 | -0.11 | NA | NA | NA | … | … | -0.08 | 0.30 | -0.12 | 0.62 | -1.17 | 0.28 | -0.06 | 1.47 |
| Standard Deviation(%) | NA | 12.06 | 16.69 | 17.92 | NA | NA | NA | … | … | 11.30 | 14.34 | 14.21 | 27.50 | 18.32 | 9.74 | 44.82 | 6.66 |
| Draw Down(%) | NA | 7.52 | 12.01 | 33.21 | NA | NA | NA | … | … | 4.64 | 6.60 | 12.01 | 11.40 | 29.95 | 6.94 | 44.19 | 2.24 |
| Yield(%) | 0.00 | 6.64 | 6.69 | 3.63 | 1.92 | 1.28 | 0.96 | … | … | 3.25 | 6.45 | 6.17 | 5.51 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/05/2026, Common starting date is 09/27/2019
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| REGCO (Regency Centers Corporation 5.875% Series B Cumulative Redeemable Preferred Stock) |
-11.05%
Oct 2019 – Oct 2022 |
-0.35%
Jan 2020 – Jan 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| REGCO (Regency Centers Corporation 5.875% Series B Cumulative Redeemable Preferred Stock) |
15.48%
Oct 2022 – Oct 2025 |
8.12%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart