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
UBA (Urstadt Biddle Properties Inc) NA 28.53% 37.97% 5.94% 7.24% 7.50% 8.47%
Data as of 08/17/2023, Common starting date is 08/17/1998
More Performance Analytics Comparison
Name Start Date End Date
UBA (Urstadt Biddle Properties Inc) 08/17/1998 08/17/2023
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2023 2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011 2010 2009 2008 2007 2006 2005 2004 2003 2002 2001 2000 1999 1998
Annualized Return (%) -6.17 28.53 37.97 5.94 7.24 7.50 8.47 20.33 -0.85 59.19 -43.12 29.24 -11.59 -9.83 25.31 -12.07 18.59 -6.25 8.85 -7.04 27.37 -4.14 2.77 -18.81 17.77 -4.93 20.49 27.71 7.78 45.56 -8.13 -6.82 -12.58
Sharpe Ratio NA 0.85 1.17 0.11 0.19 NA NA 0.99 -0.09 2.19 -0.51 0.32 -1.43 -1.62 -0.40 -1.54 0.01 -1.30 -0.53 -0.78 0.32 -0.41 -0.25 -0.98 -0.18 -1.02 0.03 0.42 -0.46 1.16 -2.90 0.87 0.58
Standard Deviation(%) NA 29.11 31.35 44.04 33.89 NA NA 30.48 25.11 27.02 84.33 18.60 23.21 17.98 22.27 19.90 15.60 19.05 18.38 32.81 27.15 55.93 66.86 41.96 25.34 25.43 28.35 20.12 26.03 21.36 26.48 20.97 36.29
Draw Down(%) NA 16.35 24.71 65.54 65.54 NA NA 13.66 24.71 13.60 66.91 10.16 20.81 24.21 18.38 28.03 9.84 21.34 13.40 23.64 10.78 36.72 33.66 23.70 15.33 21.33 24.10 7.20 11.67 9.81 12.20 17.39 21.05
Yield(%) 0.00 5.19 8.20 4.01 5.12 5.65 7.19 3.74 4.48 5.38 3.21 5.84 4.89 4.40 4.15 5.79 5.53 6.35 5.41 4.93 6.27 6.19 6.26 4.90 5.48 5.24 4.50 7.41 10.25 11.03 10.23 0.00 0.00
Data as of 08/17/2023, Common starting date is 08/17/1998
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
UBA (Urstadt Biddle Properties Inc) -20.86%
Sep 2017 – Sep 2020
-9.37%
Oct 2015 – Oct 2020
-1.79%
Oct 2010 – Oct 2020
1.10%
Jul 2005 – Jul 2020
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
UBA (Urstadt Biddle Properties Inc) 43.88%
Jul 2020 – Jul 2023
28.82%
Jul 2000 – Jul 2005
17.93%
Dec 2000 – Dec 2010
15.09%
Jan 2000 – Jan 2015
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return