Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CPRTX (Clarion Partners Real Estate Income Fund Inc.) | 2.06% | 4.50% | 3.49% | 6.77% | NA | NA | NA | … | … |
Data as of 06/11/2026, Common starting date is 10/01/2019
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CPRTX (Clarion Partners Real Estate Income Fund Inc.) | 10/01/2019 | 06/11/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 4.50 | 3.49 | 6.77 | NA | NA | NA | … | … | 2.06 | 4.24 | 4.09 | 0.87 | 7.51 | 21.09 | 6.41 | -0.10 |
| Sharpe Ratio | NA | 1.67 | 0.22 | 1.13 | NA | NA | NA | … | … | 2.73 | 1.01 | 0.35 | -2.17 | 1.40 | 3.43 | 1.95 | -0.49 |
| Standard Deviation(%) | NA | 1.11 | 1.32 | 3.80 | NA | NA | NA | … | … | 0.87 | 1.35 | 1.33 | 1.29 | 3.49 | 8.28 | 3.15 | 3.10 |
| Draw Down(%) | NA | 0.61 | 0.87 | 1.90 | NA | NA | NA | … | … | 0.26 | 0.61 | 0.61 | 0.88 | 1.90 | 0.42 | 4.44 | 1.48 |
| Yield(%) | 0.00 | 6.28 | 5.77 | 5.70 | 3.60 | 2.40 | 1.80 | … | … | 2.65 | 6.20 | 5.84 | 5.31 | 3.71 | 3.42 | 4.36 | 0.00 |
Data as of 06/11/2026, Common starting date is 10/01/2019
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CPRTX (Clarion Partners Real Estate Income Fund Inc.) |
2.16%
Sep 2022 – Sep 2025 |
7.64%
May 2021 – May 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CPRTX (Clarion Partners Real Estate Income Fund Inc.) |
12.65%
Jul 2020 – Jul 2023 |
8.81%
Jul 2020 – Jul 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart