Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RRRUF (R&R Real Estate Investment Trust) | NA | -11.59% | 18.80% | NA | NA | NA | NA | … | … |
Data as of 09/26/2025, Common starting date is 05/13/2022
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RRRUF (R&R Real Estate Investment Trust) | 05/13/2022 | 09/26/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -10.00 | -11.59 | 18.80 | NA | NA | NA | NA | … | … | -25.00 | 50.00 | -11.31 | 55.52 |
| Sharpe Ratio | NA | -0.47 | 0.29 | NA | NA | NA | NA | … | … | -1.16 | 0.83 | -0.33 | 1.55 |
| Standard Deviation(%) | NA | 31.26 | 52.83 | NA | NA | NA | NA | … | … | 30.48 | 52.99 | 47.59 | 63.93 |
| Draw Down(%) | NA | 25.00 | 40.53 | NA | NA | NA | NA | … | … | 25.00 | 12.50 | 40.53 | 13.55 |
| Yield(%) | 0.00 | 4.18 | 2.64 | 1.59 | 0.79 | 0.53 | 0.40 | … | … | 0.00 | 5.75 | 0.00 | 0.00 |
Data as of 09/26/2025, Common starting date is 05/13/2022
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RRRUF (R&R Real Estate Investment Trust) |
18.80%
Jun 2022 – Jun 2025 |
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 |
|---|---|---|---|---|
| RRRUF (R&R Real Estate Investment Trust) |
18.80%
Jun 2022 – Jun 2025 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart