Fund Performance Analytics
Comprehensive portfolio analysis and market insights
+2.4%
+15.8%
Total Return
+0.8%
18.2%
Net IRR
+0.2%
7.4%
Cash Yield
Outperforming
+6.7%
vs. Benchmark
Portfolio vs. Benchmark Performance
Your Portfolio
RE Benchmark
S&P 500
Sharpe Ratio
Excellent1.82
Risk-adjusted return measure
Max Drawdown
Low Risk-4.2%
Largest peak-to-trough decline
Volatility
Moderate8.4%
Annualized standard deviation