Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WPC (W. P. Carey Inc.) | 17.35% | 26.86% | 8.97% | 5.47% | 7.64% | 11.19% | 12.08% | … | … |
Data as of 06/05/2026, Common starting date is 01/21/1998
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WPC (W. P. Carey Inc.) | 01/21/1998 | 06/05/2026 |
| 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 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.09 | 26.86 | 8.97 | 5.47 | 7.64 | 11.19 | 12.08 | … | … | 17.35 | 24.99 | -10.59 | -9.82 | 0.47 | 22.88 | -6.03 | 28.84 | 1.08 | 23.88 | 6.57 | -10.41 | 20.93 | 24.14 | 33.92 | 38.33 | 21.15 | 28.89 | -24.11 | 17.94 | 26.68 | -23.06 | 21.82 | 30.83 | 14.43 | 39.02 | 18.19 | -14.29 | -11.02 |
| Sharpe Ratio | NA | 1.38 | 0.34 | 0.17 | 0.24 | NA | NA | … | … | 2.58 | 1.17 | -0.67 | -0.60 | -0.04 | 1.29 | -0.11 | 1.71 | -0.02 | 1.75 | 0.31 | -0.59 | 1.58 | 1.09 | 1.33 | 1.36 | 1.01 | 0.76 | -0.54 | 0.61 | 1.67 | -1.10 | 1.17 | 1.38 | 0.63 | 1.43 | 0.61 | -0.60 | -0.69 |
| Standard Deviation(%) | NA | 15.96 | 20.54 | 20.57 | 25.90 | NA | NA | … | … | 17.49 | 18.98 | 21.08 | 22.54 | 22.50 | 17.69 | 59.35 | 15.98 | 16.92 | 13.36 | 20.55 | 17.58 | 13.25 | 22.08 | 25.72 | 28.14 | 20.84 | 38.08 | 46.09 | 24.33 | 14.01 | 23.09 | 17.73 | 21.83 | 21.16 | 26.05 | 22.99 | 29.63 | 21.78 |
| Draw Down(%) | NA | 9.71 | 27.07 | 36.81 | 52.47 | NA | NA | … | … | 9.71 | 12.49 | 19.60 | 35.88 | 22.21 | 8.18 | 50.31 | 17.96 | 14.02 | 7.49 | 21.74 | 21.24 | 8.47 | 21.72 | 14.04 | 21.29 | 12.25 | 28.15 | 43.10 | 15.05 | 12.25 | 29.35 | 17.61 | 13.19 | 11.39 | 13.39 | 8.87 | 21.25 | 17.18 |
| Yield(%) | 0.00 | 5.89 | 5.23 | 5.01 | 6.09 | 10.11 | 12.50 | … | … | 1.43 | 6.67 | 5.30 | 5.20 | 5.22 | 6.18 | 5.28 | 6.45 | 5.98 | 6.68 | 6.66 | 5.41 | 6.06 | 6.65 | 5.86 | 7.05 | 7.32 | 9.82 | 5.96 | 7.05 | 7.07 | 5.11 | 5.80 | 6.98 | 7.49 | 9.32 | 10.25 | 0.00 | 0.00 |
Data as of 06/05/2026, Common starting date is 01/21/1998
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WPC (W. P. Carey Inc.) |
-6.78%
Dec 2021 – Dec 2024 |
-3.68%
Oct 2019 – Oct 2024 |
3.72%
Dec 2014 – Dec 2024 |
10.76%
Mar 2011 – Mar 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WPC (W. P. Carey Inc.) |
45.55%
Feb 2009 – Feb 2012 |
36.21%
Feb 2009 – Feb 2014 |
22.16%
Feb 2009 – Feb 2019 |
17.95%
Jan 2000 – Jan 2015 |
Annualized Rolling Returns Comparison Chart