Real Estate
VS
Harry Brown Permanent
Total Return by Period
Updated: Mar 09, 2026
| Name | 1 Day | 1 Week | 28 Days | 90 Days | 1 Year | 3 Years | 5 Years | 10 Years |
|---|---|---|---|---|---|---|---|---|
| Harry Brown Permanent | 0.39% | -1.21% | 0.31% | 6.26% | 25.68% | 57.83% | 49.36% | 118.12% |
| Real Estate | 0.21% | -2.14% | 1.73% | 7.28% | 4.65% | 32.02% | 34.45% | 96.31% |
Total Return by Year
| Name | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|
| Harry Brown Permanent | 11.39% | 11.40% | -13.69% | 28.48% | 16.49% | 16.54% | -1.62% | 10.63% | 5.99% | |
| Real Estate | 5.16% | 12.26% | -26.14% | 46.04% | -2.36% | 28.67% | -2.32% | 10.63% | 2.73% |
10 Year Performance
| Name | Total Return | Annualized Return | CAGR | Max Drawdown | Sharpe Ratio | Sortino Ratio | Calmar Ratio | Ulcer Index |
|---|---|---|---|---|---|---|---|---|
| Harry Brown Permanent | 118.12% | 8.13% | 8.14% | -30.48% | 0.66 | 0.89 | 0.27 | 0.05 |
| Real Estate | 96.31% | 8.86% | 7.00% | -70.30% | 0.29 | 0.36 | 0.13 | 0.13 |
Total Return
No Taxes, No Rebalancing.