Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| NHPBP (National Healthcare Properties, Inc.) | 27.35% | 76.53% | 17.96% | NA | NA | NA | NA | … | … |
Data as of 06/15/2026, Common starting date is 10/04/2021
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NHPBP (National Healthcare Properties, Inc.) | 10/04/2021 | 06/15/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.59 | 76.53 | 17.96 | NA | NA | NA | NA | … | … | 27.35 | 39.97 | 4.72 | -13.38 | -15.16 | 2.76 |
| Sharpe Ratio | NA | 3.69 | 0.48 | NA | NA | NA | NA | … | … | 3.40 | 1.40 | 0.04 | -0.37 | -0.55 | 2.16 |
| Standard Deviation(%) | NA | 21.18 | 32.45 | NA | NA | NA | NA | … | … | 19.57 | 26.57 | 24.49 | 46.16 | 30.36 | 5.39 |
| Draw Down(%) | NA | 4.98 | 36.76 | NA | NA | NA | NA | … | … | 4.85 | 16.95 | 17.34 | 43.16 | 24.70 | 1.55 |
| Yield(%) | 0.00 | 12.71 | 9.44 | 6.47 | 3.24 | 2.16 | 1.62 | … | … | 4.96 | 11.95 | 10.93 | 8.78 | 6.93 | 0.00 |
Data as of 06/15/2026, Common starting date is 10/04/2021
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NHPBP (National Healthcare Properties, Inc.) |
-9.59%
Mar 2022 – Mar 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 |
|---|---|---|---|---|
| NHPBP (National Healthcare Properties, Inc.) |
19.79%
May 2023 – May 2026 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart