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
SRG-PA (Seritage Growth Properties) -8.56% 4.24% 5.86% 5.33% NA NA NA
Data as of 06/09/2026, Common starting date is 12/12/2017
More Performance Analytics Comparison
Name Start Date End Date
SRG-PA (Seritage Growth Properties) 12/12/2017 06/09/2026
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
Annualized Return (%) 3.73 4.24 5.86 5.33 NA NA NA -8.56 15.71 1.65 7.45 9.16 52.78 -27.60 28.24 -1.72 -0.74
Sharpe Ratio NA -0.09 0.11 0.08 NA NA NA -2.21 0.70 -0.09 0.29 0.15 2.02 -0.36 2.22 -0.16 -1.86
Standard Deviation(%) NA 15.49 17.48 27.41 NA NA NA 12.50 18.43 21.12 13.36 50.25 26.10 77.55 12.06 19.95 8.25
Draw Down(%) NA 15.82 17.19 41.48 NA NA NA 15.82 6.17 17.19 9.79 39.41 10.27 58.42 4.40 18.39 1.47
Yield(%) 0.00 7.81 7.63 7.10 6.08 4.05 3.04 1.82 7.81 7.32 7.29 7.46 10.70 7.86 7.82 7.83 0.00
Data as of 06/09/2026, Common starting date is 12/12/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
SRG-PA (Seritage Growth Properties) -6.26%
Jun 2019 – Jun 2022
4.12%
Jul 2019 – Jul 2024
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
SRG-PA (Seritage Growth Properties) 32.00%
Mar 2020 – Mar 2023
21.07%
Mar 2020 – Mar 2025
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return