Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| URREX (Resource Real Estate Diversified Income) | NA | 5.40% | 7.07% | 6.61% | NA | NA | NA | … | … |
Data as of 05/21/2020, Common starting date is 02/13/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| URREX (Resource Real Estate Diversified Income) | 02/13/2015 | 05/21/2020 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 5.40 | 7.07 | 6.61 | NA | NA | NA | … | … | 0.09 | 5.11 | 4.63 | 6.48 | 9.52 | -1.42 |
| Sharpe Ratio | NA | -0.24 | 0.22 | 0.33 | NA | NA | NA | … | … | -0.61 | 0.14 | 0.60 | 1.39 | 1.11 | -0.21 |
| Standard Deviation(%) | NA | 25.48 | 15.73 | 13.10 | NA | NA | NA | … | … | 0.41 | 26.51 | 5.53 | 4.22 | 8.33 | 7.94 |
| Draw Down(%) | NA | 19.73 | 19.73 | 19.73 | NA | NA | NA | … | … | 0.09 | 19.73 | 4.99 | 2.80 | 9.09 | 5.91 |
| Yield(%) | 0.00 | 5.30 | 5.75 | 5.78 | 2.96 | 1.97 | 1.48 | … | … | 0.00 | 7.12 | 5.92 | 5.92 | 6.17 | 5.70 |
Data as of 05/21/2020, Common starting date is 02/13/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| URREX (Resource Real Estate Diversified Income) |
3.91%
Mar 2015 – Mar 2018 |
6.24%
Mar 2015 – Mar 2020 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| URREX (Resource Real Estate Diversified Income) |
10.51%
Feb 2016 – Feb 2019 |
6.61%
Apr 2015 – Apr 2020 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart