Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SEVN (Seven Hills Realty Trust) | 1.90% | -19.93% | 8.31% | 3.85% | -0.05% | 2.67% | 1.90% | … | … |
Data as of 06/10/2026, Common starting date is 05/26/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SEVN (Seven Hills Realty Trust) | 05/26/2006 | 06/10/2026 |
| 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 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.12 | -19.93 | 8.31 | 3.85 | -0.05 | 2.67 | 1.90 | … | … | 1.90 | -24.34 | 12.15 | 61.84 | -3.75 | 2.18 | -43.70 | 43.53 | -14.79 | -0.46 | 13.33 | -0.74 | 31.83 | -0.30 | 38.26 | -21.74 | 16.21 | 37.98 | -62.06 | 35.58 | 17.05 |
| Sharpe Ratio | NA | -0.83 | 0.18 | 0.05 | -0.05 | NA | NA | … | … | 0.11 | -0.91 | 0.31 | 2.16 | -0.21 | 0.11 | -0.61 | 2.83 | -0.88 | -0.08 | 0.78 | -0.05 | 3.04 | -0.02 | 2.90 | -0.92 | 0.82 | 0.97 | -1.07 | 0.82 | 1.36 |
| Standard Deviation(%) | NA | 25.35 | 26.63 | 25.80 | 31.12 | NA | NA | … | … | 19.75 | 30.07 | 27.35 | 27.23 | 24.43 | 19.85 | 72.29 | 14.87 | 18.50 | 13.72 | 16.92 | 14.54 | 10.45 | 18.94 | 13.30 | 23.74 | 19.75 | 38.96 | 58.84 | 39.80 | 19.69 |
| Draw Down(%) | NA | 31.48 | 33.87 | 33.87 | 68.13 | NA | NA | … | … | 9.18 | 31.70 | 16.38 | 15.86 | 21.00 | 17.66 | 68.13 | 6.43 | 19.99 | 12.99 | 17.06 | 20.15 | 6.16 | 26.39 | 7.64 | 32.02 | 18.78 | 38.31 | 73.22 | 31.79 | 17.77 |
| Yield(%) | 0.00 | 9.40 | 13.92 | 9.96 | 5.72 | 6.22 | 7.65 | … | … | 6.29 | 9.77 | 10.78 | 15.32 | 9.27 | 4.31 | 3.15 | 8.89 | 6.90 | 6.42 | 6.92 | 6.25 | 7.82 | 7.12 | 7.39 | 2.18 | 6.79 | 5.88 | 0.00 | 48.69 | 0.00 |
Data as of 06/10/2026, Common starting date is 05/26/2006
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SEVN (Seven Hills Realty Trust) |
-22.95%
Oct 2017 – Oct 2020 |
-12.21%
Oct 2015 – Oct 2020 |
-2.96%
Oct 2010 – Oct 2020 |
-2.77%
Dec 2007 – Dec 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SEVN (Seven Hills Realty Trust) |
24.79%
Oct 2020 – Oct 2023 |
18.75%
Feb 2009 – Feb 2014 |
12.61%
Feb 2009 – Feb 2019 |
8.65%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart