SQFTP vs. SCHD

In the year-to-date period, SQFTP achieves a 5.46% return, which is significantly higher than SCHD's -3.35% return.

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This table presents a comparison of risk-adjusted performance metrics for Presidio Property Trust, Inc. (SQFTP) and Schwab US Dividend Equity ETF (SCHD). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

The current SQFTP Sharpe Ratio is -0.13, which is lower than the SCHD Sharpe Ratio of 0.35. The chart below compares the historical Sharpe Ratios of SQFTP and SCHD, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

SQFTP's dividend yield for the trailing twelve months is around 18.08%, more than SCHD's 3.97% yield.

The maximum SQFTP drawdown since its inception was -39.44%, which is greater than SCHD's maximum drawdown of -33.37%. Use the drawdown chart below to compare losses from any high point for SQFTP and SCHD.

The current volatility for Presidio Property Trust, Inc. (SQFTP) is 3.74%, while Schwab US Dividend Equity ETF (SCHD) has a volatility of 4.90%. This indicates that SQFTP experiences smaller price fluctuations and is considered to be less risky than SCHD based on this measure. The chart below showcases a comparison of their rolling one-month volatility.