Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CGIUF (ESR-REIT) | NA | 953.96% | 102.58% | 65.53% | 21.94% | NA | NA | … | … |
Data as of 05/20/2025, Common starting date is 03/15/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CGIUF (ESR-REIT) | 03/15/2013 | 05/20/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 953.96 | 102.58 | 65.53 | 21.94 | NA | NA | … | … | 674.74 | 24.08 | -14.72 | 4.68 | 39.26 | -24.89 | 17.71 | -5.59 | 12.68 | -35.34 | 0.00 | 0.73 | -14.84 |
| Sharpe Ratio | NA | 2.88 | 0.56 | 0.45 | 0.20 | NA | NA | … | … | 23.43 | 0.49 | -0.33 | 0.03 | 3.04 | -0.63 | 0.92 | -0.20 | 0.50 | -0.62 | 0.00 | 0.04 | -0.89 |
| Standard Deviation(%) | NA | 329.78 | 178.22 | 142.64 | 100.38 | NA | NA | … | … | 916.45 | 41.66 | 56.63 | 79.54 | 22.32 | 39.65 | 17.68 | 34.31 | 24.32 | 56.90 | NA | 17.90 | 20.51 |
| Draw Down(%) | NA | 55.09 | 55.09 | 55.09 | 55.09 | NA | NA | … | … | 48.00 | 20.80 | 32.03 | 44.75 | 0.00 | 32.43 | 6.33 | 27.29 | 15.91 | 38.07 | 0.00 | 12.71 | 20.67 |
| Yield(%) | 0.00 | 36.45 | 11.78 | 12.98 | 6.57 | 4.70 | 3.53 | … | … | 0.00 | 35.60 | 6.31 | 7.24 | 9.85 | 5.41 | 11.45 | 10.06 | 11.33 | 7.33 | 7.33 | 7.38 | 4.71 |
Data as of 05/20/2025, Common starting date is 03/15/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CGIUF (ESR-REIT) |
-19.01%
Apr 2013 – Apr 2016 |
-10.88%
Mar 2015 – Mar 2020 |
-7.36%
Apr 2015 – Apr 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CGIUF (ESR-REIT) |
10.32%
Nov 2021 – Nov 2024 |
6.22%
May 2017 – May 2022 |
0.32%
Nov 2014 – Nov 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart