Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SOHOB (Sotherly Hotels Inc Series B Pref) | -36.91% | -31.60% | -17.79% | -7.09% | NA | NA | NA | … | … |
Data as of 06/17/2026, Common starting date is 09/07/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SOHOB (Sotherly Hotels Inc Series B Pref) | 09/07/2016 | 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 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.30 | -31.60 | -17.79 | -7.09 | NA | NA | NA | … | … | -36.91 | 9.29 | -10.21 | 7.17 | 33.52 | 41.09 | -52.70 | 14.56 | 4.64 | 8.87 | 0.34 |
| Sharpe Ratio | NA | -0.43 | -0.42 | -0.23 | NA | NA | NA | … | … | -0.77 | 0.12 | -0.59 | 0.13 | 0.84 | 1.05 | -0.31 | 1.25 | 0.26 | 0.99 | 0.00 |
| Standard Deviation(%) | NA | 74.64 | 47.78 | 43.45 | NA | NA | NA | … | … | 85.57 | 53.04 | 23.28 | 28.03 | 38.53 | 39.16 | 168.89 | 10.45 | 12.71 | 8.32 | 581.84 |
| Draw Down(%) | NA | 51.77 | 54.15 | 54.15 | NA | NA | NA | … | … | 51.77 | 38.96 | 13.75 | 18.33 | 18.91 | 38.27 | 90.29 | 3.85 | 8.84 | 2.96 | 90.60 |
| Yield(%) | 0.00 | 3.12 | 6.68 | 5.75 | 5.06 | 3.37 | 2.53 | … | … | 0.00 | 9.03 | 9.48 | 11.93 | 0.00 | 0.00 | 1.89 | 8.33 | 7.86 | 7.85 | 2.72 |
Data as of 06/17/2026, Common starting date is 09/07/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SOHOB (Sotherly Hotels Inc Series B Pref) |
-35.40%
Sep 2017 – Sep 2020 |
-4.72%
May 2021 – May 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SOHOB (Sotherly Hotels Inc Series B Pref) |
68.55%
Sep 2020 – Sep 2023 |
30.24%
Oct 2020 – Oct 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart