Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MGRUF (Morguard Real Estate Investment Trust) | NA | 9.11% | 4.57% | 10.82% | -4.88% | -0.87% | NA | … | … |
Data as of 05/20/2025, Common starting date is 09/16/2009
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MGRUF (Morguard Real Estate Investment Trust) | 09/16/2009 | 05/20/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 3.92 | 9.11 | 4.57 | 10.82 | -4.88 | -0.87 | NA | … | … | 11.55 | -1.97 | 6.67 | -7.14 | 6.53 | -45.30 | 22.38 | -15.90 | 9.14 | 20.54 | -35.39 | 9.68 | -11.80 | 24.16 | 9.05 | 29.11 | 3.90 |
| Sharpe Ratio | NA | 0.17 | 0.09 | 0.33 | -0.17 | NA | NA | … | … | 0.86 | -0.33 | 0.22 | -0.41 | 0.17 | -0.49 | 1.53 | -1.09 | 0.57 | 0.93 | -1.40 | 0.59 | -0.75 | 1.65 | 0.03 | 0.36 | 1.05 |
| Standard Deviation(%) | NA | 33.35 | 14.55 | 27.14 | 37.17 | NA | NA | … | … | 34.55 | 16.90 | 13.95 | 20.70 | 39.71 | 93.17 | 13.69 | 15.89 | 15.01 | 21.90 | 25.26 | 16.51 | 15.70 | 14.71 | 333.02 | 67.52 | 39.09 |
| Draw Down(%) | NA | 10.98 | 10.98 | 32.07 | 67.85 | NA | NA | … | … | 3.53 | 10.98 | 7.92 | 17.71 | 30.66 | 67.85 | 8.67 | 24.26 | 8.89 | 12.76 | 37.31 | 13.46 | 17.40 | 6.97 | 74.03 | 8.88 | 2.47 |
| Yield(%) | 0.00 | 0.38 | 3.14 | 5.69 | 3.80 | 4.86 | 4.04 | … | … | 0.00 | 1.86 | 3.99 | 5.40 | 4.10 | 6.65 | 11.20 | 8.90 | 7.89 | 9.02 | 4.91 | 5.63 | 5.29 | 5.59 | 2.55 | 0.55 | 0.64 |
Data as of 05/20/2025, Common starting date is 09/16/2009
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MGRUF (Morguard Real Estate Investment Trust) |
-29.14%
Mar 2017 – Mar 2020 |
-19.25%
Mar 2015 – Mar 2020 |
-7.72%
Sep 2012 – Sep 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MGRUF (Morguard Real Estate Investment Trust) |
64.25%
Oct 2011 – Oct 2014 |
29.92%
Oct 2011 – Oct 2016 |
8.64%
Oct 2011 – Oct 2021 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart