Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
SHO-PF (Sunstone Hotel Investors Inc) NA 11.22% 6.40% 5.69% NA NA NA
Data as of 08/11/2021, Common starting date is 05/12/2016
More Performance Analytics Comparison
Name Start Date End Date
SHO-PF (Sunstone Hotel Investors Inc) 05/12/2016 08/11/2021
1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception
Annualized Return (%) 11.22 6.40 5.69 NA NA NA
Sharpe Ratio NA NA NA NA NA NA
Standard Deviation(%) NA NA NA NA NA NA
Draw Down(%) NA NA NA NA NA NA
Yield(%) 6.63 6.31 6.10 3.23 2.15 1.61
Data as of 08/11/2021, Common starting date is 05/12/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
SHO-PF (Sunstone Hotel Investors Inc) -2.44%
Mar 2017 – Mar 2020
5.77%
Jul 2016 – Jul 2021
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
SHO-PF (Sunstone Hotel Investors Inc) 8.89%
May 2018 – May 2021
6.35%
Jun 2016 – Jun 2021
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return