Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ZIPTAX (Jones Lang LaSalle Income Property Trust Inc.) | -0.09% | -0.38% | -2.41% | 2.00% | 3.95% | NA | NA | … | … |
Data as of 06/09/2026, Common starting date is 04/16/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ZIPTAX (Jones Lang LaSalle Income Property Trust Inc.) | 04/16/2015 | 06/09/2026 |
| 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 | -0.38 | -2.41 | 2.00 | 3.95 | NA | NA | … | … | -0.09 | 0.83 | -3.57 | -9.37 | 6.94 | 22.06 | -0.62 | 6.06 | 7.58 | 9.39 | 4.93 | 6.87 |
| Sharpe Ratio | NA | -1.17 | -1.88 | -0.16 | 0.70 | NA | NA | … | … | -2.29 | -0.67 | -2.21 | -4.57 | 1.65 | 4.99 | -0.25 | 1.58 | 1.85 | 2.95 | 1.63 | 2.51 |
| Standard Deviation(%) | NA | 2.58 | 3.05 | 3.42 | 3.30 | NA | NA | … | … | 1.19 | 3.09 | 3.26 | 2.88 | 3.34 | 4.42 | 3.48 | 2.91 | 3.37 | 2.97 | 2.89 | 3.87 |
| Draw Down(%) | NA | 2.10 | 9.81 | 17.51 | 17.51 | NA | NA | … | … | 0.53 | 1.75 | 5.25 | 9.56 | 4.01 | 0.92 | 4.44 | 1.22 | 0.90 | 0.79 | 0.88 | 0.98 |
| Yield(%) | 0.00 | 1.38 | 3.27 | 3.32 | 4.14 | 3.13 | 2.35 | … | … | 0.00 | 2.75 | 4.60 | 3.85 | 1.03 | 4.66 | 4.42 | 4.93 | 4.46 | 4.45 | 4.38 | 2.25 |
Data as of 06/09/2026, 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 |
|---|---|---|---|---|
| ZIPTAX (Jones Lang LaSalle Income Property Trust Inc.) |
-5.16%
Sep 2022 – Sep 2025 |
2.07%
May 2021 – May 2026 |
3.96%
May 2016 – May 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ZIPTAX (Jones Lang LaSalle Income Property Trust Inc.) |
11.91%
Apr 2019 – Apr 2022 |
10.38%
Apr 2017 – Apr 2022 |
4.84%
Jun 2015 – Jun 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart