Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FRMUF (Firm Capital Property Trust) | 10.90% | 17.37% | 17.37% | 7.01% | NA | NA | NA | … | … |
Data as of 06/11/2026, Common starting date is 02/01/2019
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FRMUF (Firm Capital Property Trust) | 02/01/2019 | 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 | 17.37 | 17.37 | 7.01 | NA | NA | NA | … | … | 10.90 | 26.87 | 13.65 | 1.88 | -22.22 | 33.76 | 7.94 | 12.00 |
| Sharpe Ratio | NA | 1.17 | 0.03 | 0.01 | NA | NA | NA | … | … | 2.09 | 1.08 | 0.46 | 0.00 | -0.50 | 1.31 | 0.11 | 1.31 |
| Standard Deviation(%) | NA | 11.70 | 437.22 | 339.32 | NA | NA | NA | … | … | 11.86 | 22.30 | 21.58 | 759.24 | 47.80 | 25.79 | 68.07 | 8.96 |
| Draw Down(%) | NA | 4.90 | 99.75 | 99.80 | NA | NA | NA | … | … | 2.61 | 9.60 | 13.24 | 99.76 | 30.24 | 16.39 | 45.27 | 3.41 |
| Yield(%) | 0.00 | 8.48 | 9.46 | 7.03 | 5.99 | 3.99 | 2.99 | … | … | 3.55 | 9.67 | 10.13 | 9.22 | 7.58 | 8.91 | 7.20 | 7.55 |
Data as of 06/11/2026, Common starting date is 02/01/2019
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FRMUF (Firm Capital Property Trust) |
-4.47%
Jun 2021 – Jun 2024 |
4.23%
Mar 2019 – Mar 2024 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FRMUF (Firm Capital Property Trust) |
23.42%
Mar 2020 – Mar 2023 |
17.88%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart