Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| UMRRF (US Masters Residential Property Fund) | NA | 40.99% | 17.51% | NA | NA | NA | NA | … | … |
Data as of 09/26/2025, Common starting date is 04/07/2022
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| UMRRF (US Masters Residential Property Fund) | 04/07/2022 | 09/26/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 40.99 | 17.51 | NA | NA | NA | NA | … | … | 40.99 | 24.27 | 10.46 | -0.78 |
| Sharpe Ratio | NA | 1.16 | 0.54 | NA | NA | NA | NA | … | … | 1.49 | 1.25 | 0.54 | -0.08 |
| Standard Deviation(%) | NA | 32.74 | 26.24 | NA | NA | NA | NA | … | … | 38.00 | 16.51 | 12.68 | 36.12 |
| Draw Down(%) | NA | 2.05 | 16.30 | NA | NA | NA | NA | … | … | 2.05 | 2.05 | 11.46 | 16.30 |
| Yield(%) | 0.00 | 35.55 | 14.44 | 10.26 | 5.13 | 3.42 | 2.56 | … | … | 35.55 | 3.63 | 3.88 | 0.00 |
Data as of 09/26/2025, Common starting date is 04/07/2022
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| UMRRF (US Masters Residential Property Fund) |
6.37%
Jun 2022 – Jun 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 |
|---|---|---|---|---|
| UMRRF (US Masters Residential Property Fund) |
24.16%
Jul 2022 – Jul 2025 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart