Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ZIPIMX (Jones Lang LaSalle Income Property Trust Inc.) | -0.09% | -1.92% | -6.01% | -1.28% | -0.03% | NA | NA | … | … |
Data as of 06/08/2026, Common starting date is 04/16/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ZIPIMX (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 | -1.92 | -6.01 | -1.28 | -0.03 | NA | NA | … | … | -0.09 | -1.92 | -8.01 | -13.14 | 5.89 | 16.87 | -5.14 | 0.99 | 2.71 | 4.88 | 0.54 | 4.48 |
| Sharpe Ratio | NA | -1.82 | -3.38 | -1.19 | -0.58 | NA | NA | … | … | -2.15 | -1.75 | -4.90 | -6.34 | 1.46 | 4.09 | -1.88 | -0.18 | 0.49 | 1.99 | 0.14 | 1.72 |
| Standard Deviation(%) | NA | 2.51 | 2.75 | 3.19 | 2.89 | NA | NA | … | … | 1.26 | 2.77 | 3.00 | 2.76 | 3.11 | 4.12 | 2.85 | 2.34 | 2.85 | 2.14 | 2.32 | 3.66 |
| Draw Down(%) | NA | 2.44 | 17.39 | 25.27 | 25.27 | NA | NA | … | … | 0.53 | 2.68 | 8.08 | 13.32 | 4.13 | 1.17 | 6.16 | 1.38 | 1.09 | 1.05 | 1.24 | 1.16 |
| 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 |
|---|---|---|---|---|
| ZIPIMX (Jones Lang LaSalle Income Property Trust Inc.) |
-8.85%
Sep 2022 – Sep 2025 |
-1.31%
Dec 2019 – Dec 2024 |
-0.06%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ZIPIMX (Jones Lang LaSalle Income Property Trust Inc.) |
7.09%
Sep 2019 – Sep 2022 |
5.50%
Apr 2017 – Apr 2022 |
0.54%
May 2015 – May 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart