Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MDV (Modiv Inc) | 27.37% | 32.56% | 20.06% | NA | NA | NA | NA | … | … |
Data as of 06/17/2026, Common starting date is 02/11/2022
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MDV (Modiv Inc) | 02/11/2022 | 06/17/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -3.64 | 32.56 | 20.06 | NA | NA | NA | NA | … | … | 27.37 | 4.67 | 16.46 | 35.12 | -81.05 |
| Sharpe Ratio | NA | 1.48 | 0.54 | NA | NA | NA | NA | … | … | 3.15 | 0.07 | 0.42 | 0.69 | -0.82 |
| Standard Deviation(%) | NA | 23.28 | 32.86 | NA | NA | NA | NA | … | … | 25.99 | 27.44 | 30.38 | 45.91 | 105.14 |
| Draw Down(%) | NA | 9.95 | 20.17 | NA | NA | NA | NA | … | … | 9.95 | 15.34 | 18.73 | 23.06 | 85.12 |
| Yield(%) | 0.00 | 8.18 | 8.34 | 1.48 | 0.74 | 0.49 | 0.37 | … | … | 3.47 | 7.83 | 7.74 | 9.58 | 1.55 |
Data as of 06/17/2026, Common starting date is 02/11/2022
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MDV (Modiv Inc) |
2.02%
May 2022 – May 2025 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MDV (Modiv Inc) |
25.60%
Apr 2023 – Apr 2026 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart