Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RTL (Necessity Retail REIT Inc) | NA | 15.42% | 12.74% | 14.00% | NA | NA | NA | … | … |
Data as of 10/14/2014, Common starting date is 05/09/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RTL (Necessity Retail REIT Inc) | 05/09/2007 | 10/14/2014 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.39 | 15.42 | 12.74 | 14.00 | NA | NA | NA | … | … | 15.29 | 2.83 | 6.76 | 6.81 | 34.73 | 28.05 | -50.22 | -25.90 |
| Sharpe Ratio | NA | 1.25 | 0.65 | 0.59 | NA | NA | NA | … | … | 1.69 | 0.18 | 0.30 | 0.24 | 1.31 | 0.46 | -0.81 | -1.23 |
| Standard Deviation(%) | NA | 12.33 | 19.58 | 23.69 | NA | NA | NA | … | … | 11.73 | 15.46 | 22.51 | 28.83 | 26.49 | 60.64 | 63.16 | 32.40 |
| Draw Down(%) | NA | 6.99 | 20.47 | 23.46 | NA | NA | NA | … | … | 6.40 | 20.47 | 17.18 | 23.46 | 18.08 | 47.21 | 70.56 | 25.90 |
| Yield(%) | 0.00 | 3.55 | 4.46 | 4.96 | 1.35 | 0.90 | 0.67 | … | … | 2.54 | 3.24 | 3.93 | 3.68 | 2.77 | 5.48 | 1.37 | 0.89 |
Data as of 10/14/2014, Common starting date is 05/09/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RTL (Necessity Retail REIT Inc) |
-13.77%
Jul 2007 – Jul 2010 |
-4.87%
Oct 2007 – Oct 2012 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RTL (Necessity Retail REIT Inc) |
43.53%
Apr 2009 – Apr 2012 |
29.21%
Apr 2009 – Apr 2014 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart