Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ZIPIAX (Jones Lang LaSalle Income Property Trust Inc.) | -0.09% | -1.91% | -5.98% | -1.25% | 0.00% | NA | NA | … | … |
Data as of 06/08/2026, Common starting date is 04/16/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ZIPIAX (Jones Lang LaSalle Income Property Trust Inc.) | 04/16/2015 | 06/08/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -1.91 | -5.98 | -1.25 | 0.00 | NA | NA | … | … | -0.09 | -1.91 | -7.99 | -13.13 | 5.96 | 16.85 | -5.06 | 0.99 | 2.80 | 4.80 | 0.54 | 4.58 |
| Sharpe Ratio | NA | -1.85 | -3.51 | -1.21 | -0.59 | NA | NA | … | … | -2.15 | -1.81 | -5.24 | -6.48 | 1.51 | 4.14 | -1.94 | -0.19 | 0.53 | 2.04 | 0.15 | 1.85 |
| Standard Deviation(%) | NA | 2.41 | 2.64 | 3.12 | 2.80 | NA | NA | … | … | 1.26 | 2.68 | 2.80 | 2.70 | 3.05 | 4.07 | 2.72 | 2.22 | 2.78 | 2.05 | 2.15 | 3.48 |
| Draw Down(%) | NA | 2.35 | 17.30 | 25.18 | 25.18 | NA | NA | … | … | 0.53 | 2.68 | 8.07 | 13.31 | 4.06 | 1.02 | 6.08 | 1.30 | 1.01 | 1.05 | 1.15 | 1.07 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/08/2026, Common starting date is 04/16/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ZIPIAX (Jones Lang LaSalle Income Property Trust Inc.) |
-8.83%
Sep 2022 – Sep 2025 |
-1.27%
Dec 2019 – Dec 2024 |
-0.04%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ZIPIAX (Jones Lang LaSalle Income Property Trust Inc.) |
7.13%
Sep 2019 – Sep 2022 |
5.53%
Apr 2017 – Apr 2022 |
0.57%
May 2015 – May 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart