Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SITC-PA (SITE Centers Corp) | NA | 22.46% | 6.76% | 5.79% | NA | NA | NA | … | … |
Data as of 11/25/2024, Common starting date is 06/02/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SITC-PA (SITE Centers Corp) | 06/02/2017 | 11/25/2024 |
| 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 (%) | 0.08 | 22.46 | 6.76 | 5.79 | NA | NA | NA | … | … | 14.75 | 11.58 | -7.60 | 13.65 | -0.44 | 28.89 | -12.26 | 8.19 |
| Sharpe Ratio | NA | 0.91 | 0.12 | 0.09 | NA | NA | NA | … | … | 0.60 | 0.30 | -0.45 | 1.42 | -0.01 | 1.82 | -0.93 | 1.43 |
| Standard Deviation(%) | NA | 16.98 | 20.23 | 37.48 | NA | NA | NA | … | … | 15.83 | 24.29 | 20.17 | 9.59 | 75.38 | 15.08 | 14.69 | 9.68 |
| Draw Down(%) | NA | 10.09 | 21.65 | 60.86 | NA | NA | NA | … | … | 10.09 | 17.22 | 21.65 | 5.57 | 60.86 | 8.73 | 14.74 | 4.51 |
| Yield(%) | 0.00 | 7.24 | 6.27 | 6.14 | 4.76 | 3.18 | 2.38 | … | … | 5.07 | 7.16 | 6.24 | 6.59 | 6.94 | 7.27 | 6.09 | 3.88 |
Data as of 11/25/2024, Common starting date is 06/02/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SITC-PA (SITE Centers Corp) |
-2.95%
Oct 2019 – Oct 2022 |
1.80%
Sep 2017 – Sep 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SITC-PA (SITE Centers Corp) |
15.32%
Mar 2020 – Mar 2023 |
8.50%
Dec 2018 – Dec 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart