Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BHR (Braemar Hotel & Resorts Inc) | -27.53% | -15.16% | -13.12% | -14.18% | -13.13% | NA | NA | … | … |
Data as of 06/18/2026, Common starting date is 11/06/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BHR (Braemar Hotel & Resorts Inc) | 11/06/2013 | 06/18/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -17.79 | -15.16 | -13.12 | -14.18 | -13.13 | NA | NA | … | … | -27.53 | 3.02 | 29.59 | -35.17 | -17.38 | 18.31 | -48.38 | 8.73 | -2.30 | -23.95 | -2.47 | -13.50 | -4.52 | -8.92 |
| Sharpe Ratio | NA | -0.21 | -0.31 | -0.32 | -0.21 | NA | NA | … | … | -0.97 | 0.00 | 0.45 | -0.70 | -0.35 | 0.33 | -0.31 | 0.21 | -0.12 | -0.73 | -0.05 | -0.43 | -0.23 | -1.00 |
| Standard Deviation(%) | NA | 49.48 | 56.98 | 53.71 | 67.09 | NA | NA | … | … | 50.47 | 53.74 | 57.72 | 55.94 | 54.51 | 54.88 | 157.62 | 34.25 | 31.02 | 33.82 | 49.84 | 31.59 | 19.83 | 47.23 |
| Draw Down(%) | NA | 30.89 | 54.00 | 69.66 | 91.15 | NA | NA | … | … | 30.89 | 37.76 | 28.68 | 62.68 | 47.33 | 38.30 | 87.29 | 40.57 | 28.50 | 35.80 | 33.24 | 35.18 | 20.65 | 24.48 |
| Yield(%) | 0.00 | 5.79 | 4.73 | 3.38 | 2.29 | 1.35 | 1.01 | … | … | 0.00 | 6.64 | 8.03 | 4.84 | 1.50 | 7.61 | 0.00 | 7.69 | 6.34 | 4.65 | 3.24 | 2.07 | 1.11 | 0.25 |
Data as of 06/18/2026, Common starting date is 11/06/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BHR (Braemar Hotel & Resorts Inc) |
-42.03%
Mar 2017 – Mar 2020 |
-33.27%
Mar 2015 – Mar 2020 |
-14.87%
Apr 2015 – Apr 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BHR (Braemar Hotel & Resorts Inc) |
35.97%
Mar 2020 – Mar 2023 |
13.43%
Mar 2020 – Mar 2025 |
-6.46%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart