Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| KBSR (KBS Real Estate Investment Trust III Inc) | -42.15% | -22.22% | -51.03% | -36.17% | NA | NA | NA | … | … |
Data as of 06/11/2026, Common starting date is 02/05/2021
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| KBSR (KBS Real Estate Investment Trust III Inc) | 02/05/2021 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -22.22 | -51.03 | -36.17 | NA | NA | NA | … | … | -42.15 | 34.44 | -67.86 | -58.52 | 0.00 | -12.90 |
| Sharpe Ratio | NA | -0.06 | -0.22 | -0.20 | NA | NA | NA | … | … | -0.14 | 0.13 | -0.90 | -1.37 | 0.00 | -0.70 |
| Standard Deviation(%) | NA | 410.09 | 251.25 | 194.74 | NA | NA | NA | … | … | 526.05 | 254.42 | 82.81 | 46.05 | NA | 20.16 |
| Draw Down(%) | NA | 89.26 | 97.83 | 98.18 | NA | NA | NA | … | … | 89.26 | 86.79 | 75.45 | 58.52 | 0.00 | 15.73 |
| Yield(%) | 0.00 | 0.00 | 0.21 | 2.25 | 1.15 | 0.76 | 0.57 | … | … | 0.00 | 0.00 | 0.00 | 3.40 | 8.12 | 1.44 |
Data as of 06/11/2026, Common starting date is 02/05/2021
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| KBSR (KBS Real Estate Investment Trust III Inc) |
-71.99%
Aug 2022 – Aug 2025 |
-52.95%
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 |
|---|---|---|---|---|
| KBSR (KBS Real Estate Investment Trust III Inc) |
-37.60%
Apr 2021 – Apr 2024 |
-36.08%
May 2021 – May 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart