Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| DLR-PK (Digital Realty Trust Inc) | -2.74% | 3.58% | 5.83% | 1.58% | NA | NA | NA | … | … |
Data as of 06/16/2026, Common starting date is 03/06/2019
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| DLR-PK (Digital Realty Trust Inc) | 03/06/2019 | 06/16/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.28 | 3.58 | 5.83 | 1.58 | NA | NA | NA | … | … | -2.74 | 9.30 | 0.03 | 16.00 | -12.08 | 3.77 | 8.49 | 15.94 |
| Sharpe Ratio | NA | -0.04 | 0.14 | -0.10 | NA | NA | NA | … | … | -1.42 | 0.68 | -0.39 | 0.85 | -0.99 | 0.51 | 0.25 | 2.84 |
| Standard Deviation(%) | NA | 8.06 | 9.96 | 11.23 | NA | NA | NA | … | … | 7.60 | 9.62 | 9.20 | 14.65 | 13.75 | 7.41 | 32.32 | 6.40 |
| Draw Down(%) | NA | 7.96 | 8.43 | 21.90 | NA | NA | NA | … | … | 7.96 | 6.68 | 7.15 | 12.08 | 21.33 | 4.11 | 29.92 | 3.93 |
| Yield(%) | 1.62 | 6.33 | 6.41 | 5.20 | 4.42 | 2.95 | 2.21 | … | … | 3.05 | 6.12 | 5.97 | 6.47 | 5.36 | 5.24 | 6.30 | 4.76 |
Data as of 06/16/2026, Common starting date is 03/06/2019
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DLR-PK (Digital Realty Trust Inc) |
-2.28%
Oct 2020 – Oct 2023 |
1.32%
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-PK (Digital Realty Trust Inc) |
9.91%
Oct 2022 – Oct 2025 |
4.69%
Nov 2019 – Nov 2024 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart