Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SOHO (Sotherly Hotels Inc) | 4.65% | 171.08% | 0.30% | -7.20% | -4.42% | 1.73% | -3.38% | … | … |
Data as of 02/12/2026, Common starting date is 12/20/2004
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SOHO (Sotherly Hotels Inc) | 12/20/2004 | 02/12/2026 |
| 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 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.90 | 171.08 | 0.30 | -7.20 | -4.42 | 1.73 | -3.38 | … | … | 4.65 | 131.18 | -36.24 | -17.68 | -13.40 | -16.40 | -60.91 | 30.27 | -4.96 | 1.45 | 17.62 | -14.27 | 30.18 | 85.00 | 43.84 | 14.74 | 3.94 | 62.32 | -80.87 | -21.49 | 9.60 | 4.23 | -0.50 |
| Sharpe Ratio | NA | 1.67 | -0.06 | -0.15 | -0.09 | NA | NA | … | … | 4.29 | 1.28 | -0.88 | -0.44 | -0.30 | -0.31 | -0.46 | 1.22 | -0.25 | 0.03 | 0.61 | -0.54 | 1.17 | 2.48 | 0.96 | 0.27 | 0.05 | 0.47 | -0.96 | -0.98 | 0.41 | 0.09 | -2.85 |
| Standard Deviation(%) | NA | 100.48 | 69.56 | 63.48 | 63.57 | NA | NA | … | … | 10.26 | 102.37 | 48.88 | 49.77 | 49.92 | 53.43 | 131.84 | 23.57 | 24.67 | 26.28 | 28.55 | 26.35 | 25.85 | 34.24 | 45.88 | 53.88 | 71.77 | 132.00 | 85.32 | 25.05 | 15.37 | 21.84 | 5.65 |
| Draw Down(%) | NA | 33.64 | 73.86 | 85.78 | 90.70 | NA | NA | … | … | 1.34 | 35.71 | 41.56 | 45.31 | 43.23 | 57.34 | 77.48 | 15.07 | 23.40 | 22.82 | 21.80 | 31.09 | 13.38 | 10.73 | 26.54 | 37.51 | 53.70 | 53.55 | 84.60 | 32.51 | 7.56 | 12.64 | 0.80 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 4.07 | 6.62 | 2.52 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 1.94 | 8.97 | 9.50 | 5.99 | 5.98 | 4.01 | 3.84 | 4.68 | 4.35 | 1.85 | 0.00 | 1.57 | 6.80 | 7.00 | 7.01 | 6.83 | 0.00 |
Data as of 02/12/2026, Common starting date is 12/20/2004
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SOHO (Sotherly Hotels Inc) |
-50.70%
Feb 2006 – Feb 2009 |
-32.76%
Jan 2020 – Jan 2025 |
-18.54%
Apr 2015 – Apr 2025 |
-7.48%
Jun 2007 – Jun 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SOHO (Sotherly Hotels Inc) |
62.01%
Aug 2011 – Aug 2014 |
49.50%
Feb 2009 – Feb 2014 |
26.62%
Feb 2009 – Feb 2019 |
6.36%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart