Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| DLR (Digital Realty Trust, Inc.) | 17.65% | 4.71% | 23.71% | 5.53% | 9.35% | 11.47% | 14.84% | … | … |
Data as of 06/10/2026, Common starting date is 10/29/2004
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| DLR (Digital Realty Trust, Inc.) | 10/29/2004 | 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 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.48 | 4.71 | 23.71 | 5.53 | 9.35 | 11.47 | 14.84 | … | … | 17.65 | -9.89 | 35.90 | 39.95 | -41.00 | 30.65 | 20.37 | 16.52 | -3.00 | 17.40 | 34.89 | 20.18 | 42.61 | -23.49 | 6.14 | 35.41 | 6.17 | 58.85 | -11.36 | 15.54 | 57.16 | 77.87 | 13.57 |
| Sharpe Ratio | NA | 0.30 | 0.85 | 0.17 | 0.30 | NA | NA | … | … | 2.41 | -0.47 | 1.22 | 1.16 | -1.26 | 1.39 | 0.46 | 0.76 | -0.18 | 0.84 | 1.42 | 1.00 | 2.37 | -0.75 | 0.32 | 1.23 | 0.22 | 0.98 | -0.17 | 0.38 | 2.41 | 3.46 | 6.14 |
| Standard Deviation(%) | NA | 22.47 | 26.03 | 28.53 | 28.17 | NA | NA | … | … | 22.91 | 27.58 | 26.49 | 31.45 | 33.78 | 21.99 | 43.29 | 19.82 | 24.57 | 19.95 | 24.49 | 20.08 | 18.00 | 31.36 | 19.06 | 28.76 | 27.66 | 59.76 | 72.09 | 33.16 | 22.40 | 21.86 | 17.79 |
| Draw Down(%) | NA | 16.83 | 29.40 | 48.52 | 48.52 | NA | NA | … | … | 10.01 | 25.22 | 11.00 | 27.04 | 48.08 | 16.20 | 24.13 | 15.45 | 16.24 | 11.89 | 21.19 | 15.10 | 7.98 | 37.96 | 25.44 | 20.51 | 23.02 | 25.60 | 56.80 | 21.48 | 20.98 | 9.34 | 3.62 |
| Yield(%) | 0.00 | 2.75 | 4.63 | 2.95 | 4.36 | 6.42 | 14.13 | … | … | 0.79 | 2.76 | 3.61 | 4.75 | 2.79 | 3.43 | 3.80 | 4.19 | 3.59 | 3.74 | 4.62 | 5.12 | 6.71 | 4.54 | 4.40 | 5.22 | 4.03 | 4.68 | 3.27 | 3.38 | 4.75 | 7.34 | 1.30 |
Data as of 06/10/2026, Common starting date is 10/29/2004
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DLR (Digital Realty Trust, Inc.) |
-9.64%
Apr 2020 – Apr 2023 |
-0.09%
Sep 2017 – Sep 2022 |
7.51%
Apr 2013 – Apr 2023 |
9.77%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DLR (Digital Realty Trust, Inc.) |
50.43%
Nov 2004 – Nov 2007 |
37.81%
Apr 2005 – Apr 2010 |
23.81%
Nov 2004 – Nov 2014 |
21.65%
Apr 2005 – Apr 2020 |
Annualized Rolling Returns Comparison Chart