Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BRT (BRT Apartments Corp.) | 3.74% | -1.66% | -2.52% | 2.09% | NA | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 09/03/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BRT (BRT Apartments Corp.) | 09/03/2020 | 06/10/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 5.27 | -1.66 | -2.52 | 2.09 | NA | NA | NA | … | … | 3.74 | -13.25 | 2.72 | -0.04 | -14.36 | 65.66 | 17.94 |
| Sharpe Ratio | NA | -0.27 | -0.23 | -0.05 | NA | NA | NA | … | … | 0.05 | -0.65 | -0.03 | -0.13 | -0.45 | 1.71 | 1.57 |
| Standard Deviation(%) | NA | 20.67 | 26.11 | 29.14 | NA | NA | NA | … | … | 18.84 | 24.97 | 29.46 | 27.85 | 35.48 | 38.42 | 41.93 |
| Draw Down(%) | NA | 16.00 | 27.60 | 35.28 | NA | NA | NA | … | … | 10.46 | 22.34 | 19.25 | 22.96 | 24.36 | 21.47 | 13.80 |
| Yield(%) | 0.00 | 6.15 | 5.17 | 5.53 | 4.18 | 2.79 | 2.09 | … | … | 1.73 | 5.67 | 5.26 | 5.19 | 4.21 | 6.14 | 3.30 |
Data as of 06/10/2026, Common starting date is 09/03/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BRT (BRT Apartments Corp.) |
-9.27%
Jul 2022 – Jul 2025 |
0.07%
Apr 2021 – Apr 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BRT (BRT Apartments Corp.) |
17.39%
Nov 2020 – Nov 2023 |
9.02%
Oct 2020 – Oct 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart