Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ZIPTMX (Jones Lang LaSalle Income Property Trust Inc.) | -0.09% | -1.92% | -6.03% | -1.25% | -0.02% | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 12/29/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ZIPTMX (Jones Lang LaSalle Income Property Trust Inc.) | 12/29/2014 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -1.92 | -6.03 | -1.25 | -0.02 | NA | NA | … | … | -0.09 | -1.92 | -8.01 | -13.14 | 5.89 | 16.87 | -5.07 | 0.99 | 2.71 | 4.89 | 0.45 | 5.96 | -1.03 |
| Sharpe Ratio | NA | -1.87 | -3.51 | -1.21 | -0.60 | NA | NA | … | … | -2.13 | -1.83 | -5.19 | -6.52 | 1.49 | 4.16 | -1.94 | -0.19 | 0.52 | 2.13 | 0.11 | 1.81 | -6.27 |
| Standard Deviation(%) | NA | 2.44 | 2.64 | 3.11 | 2.78 | NA | NA | … | … | 1.28 | 2.65 | 2.83 | 2.69 | 3.04 | 4.05 | 2.73 | 2.21 | 2.68 | 2.01 | 2.15 | 3.28 | 11.62 |
| Draw Down(%) | NA | 2.35 | 17.32 | 25.20 | 25.20 | NA | NA | … | … | 0.44 | 2.60 | 8.15 | 13.32 | 4.13 | 1.01 | 6.09 | 1.30 | 0.98 | 0.96 | 1.24 | 1.20 | 1.03 |
| 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 | 0.00 |
Data as of 06/05/2026, Common starting date is 12/29/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ZIPTMX (Jones Lang LaSalle Income Property Trust Inc.) |
-8.84%
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 |
|---|---|---|---|---|
| ZIPTMX (Jones Lang LaSalle Income Property Trust Inc.) |
7.14%
Sep 2019 – Sep 2022 |
5.51%
Apr 2017 – Apr 2022 |
0.71%
Jan 2015 – Jan 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart