Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| INVH (Invitation Homes Inc.) | 7.27% | -7.83% | -0.82% | -1.82% | NA | NA | NA | … | … |
Data as of 06/11/2026, Common starting date is 02/01/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| INVH (Invitation Homes Inc.) | 02/01/2017 | 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 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.10 | -7.83 | -0.82 | -1.82 | NA | NA | NA | … | … | 7.27 | -9.68 | -3.13 | 19.71 | -33.04 | 55.56 | 1.25 | 52.27 | -13.10 | 19.02 |
| Sharpe Ratio | NA | -0.36 | -0.20 | -0.15 | NA | NA | NA | … | … | 0.88 | -0.61 | -0.34 | 0.69 | -1.15 | 2.96 | 0.02 | 3.31 | -0.79 | 1.28 |
| Standard Deviation(%) | NA | 20.76 | 21.17 | 23.23 | NA | NA | NA | … | … | 23.76 | 20.65 | 20.04 | 23.40 | 29.96 | 18.76 | 50.64 | 15.35 | 18.44 | 15.93 |
| Draw Down(%) | NA | 26.13 | 30.87 | 38.44 | NA | NA | NA | … | … | 13.20 | 25.05 | 15.10 | 19.75 | 34.24 | 9.75 | 50.54 | 7.31 | 18.47 | 5.86 |
| Yield(%) | 0.00 | 3.54 | 3.37 | 2.73 | 3.63 | 2.42 | 1.82 | … | … | 1.08 | 3.72 | 3.26 | 4.51 | 1.96 | 2.38 | 2.04 | 2.64 | 1.87 | 1.10 |
Data as of 06/11/2026, Common starting date is 02/01/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| INVH (Invitation Homes Inc.) |
-8.08%
Dec 2021 – Dec 2024 |
-1.83%
Mar 2021 – Mar 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| INVH (Invitation Homes Inc.) |
33.86%
Dec 2018 – Dec 2021 |
15.24%
Apr 2017 – Apr 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart