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
SLG-PI (SL Green Realty Corp) 2.20% 4.23% 14.82% 3.00% 4.80% NA NA
Data as of 06/10/2026, Common starting date is 08/10/2012
More Performance Analytics Comparison
Name Start Date End Date
SLG-PI (SL Green Realty Corp) 08/10/2012 06/10/2026
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 2018 2017 2016 2015 2014 2013 2012
Annualized Return (%) 1.15 4.23 14.82 3.00 4.80 NA NA 2.20 -4.54 20.67 13.81 -17.78 11.70 5.72 7.29 7.28 7.25 4.30 5.92 28.49 -9.12 3.92
Sharpe Ratio NA 0.17 0.68 0.02 0.16 NA NA 0.02 -0.54 1.14 0.32 -1.21 1.31 0.16 0.92 0.95 0.90 0.32 0.59 3.13 -0.77 1.99
Standard Deviation(%) NA 12.60 16.60 19.07 18.08 NA NA 13.23 13.92 14.97 31.93 15.95 8.89 34.48 6.35 6.25 7.38 12.82 10.02 9.09 11.82 5.31
Draw Down(%) NA 10.67 13.29 37.58 37.58 NA NA 9.81 11.17 13.29 33.19 25.09 4.14 26.79 2.93 4.37 3.60 7.49 4.81 4.16 14.21 3.76
Yield(%) 0.00 7.46 9.28 6.18 6.20 5.99 4.49 1.91 6.84 7.68 8.08 6.20 6.46 6.29 6.50 6.55 6.58 6.34 6.40 7.57 6.52 2.82
Data as of 06/10/2026, Common starting date is 08/10/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
SLG-PI (SL Green Realty Corp) -9.39%
May 2020 – May 2023
-2.87%
May 2018 – May 2023
1.71%
May 2013 – May 2023
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
SLG-PI (SL Green Realty Corp) 18.74%
May 2023 – May 2026
10.31%
Dec 2013 – Dec 2018
6.83%
Dec 2013 – Dec 2023
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return