Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| TIPMX (Bluerock TI+ Real Estate Fund Class M) | NA | -0.91% | -7.53% | NA | NA | NA | NA | … | … |
Data as of 12/11/2025, Common starting date is 12/27/2021
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TIPMX (Bluerock TI+ Real Estate Fund Class M) | 12/27/2021 | 12/11/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -0.91 | -7.53 | NA | NA | NA | NA | … | … | -1.41 | -6.19 | -11.89 | 9.40 | 0.22 |
| Sharpe Ratio | NA | -2.36 | -6.81 | NA | NA | NA | NA | … | … | -5.53 | -5.53 | -8.67 | 4.08 | 31.08 |
| Standard Deviation(%) | NA | 1.63 | 1.62 | NA | NA | NA | NA | … | … | 0.80 | 1.78 | 1.81 | 1.96 | 0.48 |
| Draw Down(%) | NA | 2.20 | 21.22 | NA | NA | NA | NA | … | … | 2.10 | 6.77 | 11.89 | 5.61 | 0.00 |
| Yield(%) | 0.00 | 6.51 | 4.51 | 3.81 | 1.90 | 1.27 | 0.95 | … | … | 3.88 | 6.16 | 4.82 | 5.74 | 0.00 |
Data as of 12/11/2025, Common starting date is 12/27/2021
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TIPMX (Bluerock TI+ Real Estate Fund Class M) |
-8.23%
Aug 2022 – Aug 2025 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TIPMX (Bluerock TI+ Real Estate Fund Class M) |
-4.16%
Jan 2022 – Jan 2025 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart