Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SOHON (Sotherly Hotels Inc PR) | -26.91% | -30.65% | -16.74% | -7.83% | NA | NA | NA | … | … |
Data as of 06/08/2026, Common starting date is 04/15/2019
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SOHON (Sotherly Hotels Inc PR) | 04/15/2019 | 06/08/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -15.71 | -30.65 | -16.74 | -7.83 | NA | NA | NA | … | … | -26.91 | -9.75 | -2.17 | 13.97 | 22.38 | 42.57 | -51.46 | 10.06 |
| Sharpe Ratio | NA | -0.54 | -0.49 | -0.23 | NA | NA | NA | … | … | -0.90 | -0.25 | -0.30 | 0.41 | 0.57 | 0.96 | -0.30 | 2.01 |
| Standard Deviation(%) | NA | 61.23 | 39.86 | 38.57 | NA | NA | NA | … | … | 60.21 | 51.78 | 19.13 | 25.44 | 36.93 | 44.48 | 170.37 | 6.46 |
| Draw Down(%) | NA | 36.09 | 46.86 | 46.86 | NA | NA | NA | … | … | 35.29 | 39.53 | 10.94 | 17.07 | 21.80 | 40.37 | 88.63 | 1.99 |
| Yield(%) | 0.00 | 3.14 | 6.88 | 5.47 | 3.26 | 2.17 | 1.63 | … | … | 0.00 | 8.60 | 9.92 | 12.58 | 0.00 | 0.00 | 1.98 | 5.82 |
Data as of 06/08/2026, Common starting date is 04/15/2019
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SOHON (Sotherly Hotels Inc PR) |
-11.82%
Aug 2022 – Aug 2025 |
-2.56%
Jan 2020 – Jan 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SOHON (Sotherly Hotels Inc PR) |
67.80%
Sep 2020 – Sep 2023 |
29.62%
Oct 2020 – Oct 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart