Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| DLR-PJ (Digital Realty Trust Inc) | 1.49% | 3.94% | 5.13% | 0.72% | NA | NA | NA | … | … |
Data as of 06/17/2026, Common starting date is 08/07/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| DLR-PJ (Digital Realty Trust Inc) | 08/07/2017 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.83 | 3.94 | 5.13 | 0.72 | NA | NA | NA | … | … | 1.49 | -1.85 | 7.34 | 12.06 | -14.55 | 4.61 | 6.99 | 29.65 | -11.66 | 4.21 |
| Sharpe Ratio | NA | -0.07 | 0.04 | -0.16 | NA | NA | NA | … | … | -0.29 | -0.47 | 0.34 | 0.50 | -1.02 | 0.70 | 0.28 | 3.49 | -1.23 | 2.12 |
| Standard Deviation(%) | NA | 8.25 | 11.39 | 12.68 | NA | NA | NA | … | … | 7.98 | 10.10 | 10.92 | 17.01 | 15.75 | 6.59 | 24.21 | 8.07 | 10.66 | 4.74 |
| Draw Down(%) | NA | 10.21 | 15.68 | 23.81 | NA | NA | NA | … | … | 4.02 | 9.97 | 9.45 | 16.57 | 23.81 | 3.36 | 26.73 | 5.94 | 16.80 | 1.46 |
| Yield(%) | 1.62 | 6.30 | 6.25 | 4.98 | 4.76 | 3.17 | 2.38 | … | … | 3.14 | 5.82 | 5.94 | 6.28 | 5.11 | 5.03 | 5.05 | 6.22 | 5.32 | 2.15 |
Data as of 06/17/2026, Common starting date is 08/07/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DLR-PJ (Digital Realty Trust Inc) |
-4.54%
Oct 2020 – Oct 2023 |
0.43%
Mar 2021 – Mar 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DLR-PJ (Digital Realty Trust Inc) |
13.21%
Dec 2018 – Dec 2021 |
6.80%
Dec 2018 – Dec 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart