Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RBA (RB Global, Inc.) | 3.47% | 2.69% | 26.61% | 14.32% | 14.34% | 12.10% | 11.24% | … | … |
Data as of 06/04/2026, Common starting date is 03/10/1998
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RBA (RB Global, Inc.) | 03/10/1998 | 06/04/2026 |
| 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 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.37 | 2.69 | 26.61 | 14.32 | 14.34 | 12.10 | 11.24 | … | … | 3.47 | 15.37 | 36.75 | 20.26 | -3.92 | -10.66 | 64.62 | 33.93 | 11.57 | -9.41 | 44.78 | -7.78 | 19.98 | 12.52 | -3.24 | -2.44 | 4.94 | 6.44 | -21.15 | 56.67 | 28.67 | 29.82 | 26.17 | 65.22 | 30.02 | 19.90 | -25.23 | 3.02 | 27.51 |
| Sharpe Ratio | NA | 0.03 | 0.91 | 0.40 | 0.43 | NA | NA | … | … | 0.23 | 0.53 | 1.25 | 0.61 | -0.13 | -0.36 | 1.52 | 1.94 | 0.45 | -0.33 | 1.27 | -0.30 | 1.04 | 0.47 | -0.12 | -0.07 | 0.20 | 0.15 | -0.46 | 2.10 | 1.00 | 1.23 | 1.23 | 2.93 | 1.68 | 0.74 | -0.83 | -0.01 | 0.89 |
| Standard Deviation(%) | NA | 25.76 | 26.75 | 29.58 | 30.56 | NA | NA | … | … | 32.46 | 23.79 | 26.40 | 27.37 | 39.77 | 29.73 | 42.17 | 16.75 | 22.50 | 30.72 | 35.02 | 26.39 | 19.23 | 26.30 | 27.37 | 35.11 | 24.41 | 43.43 | 48.12 | 25.58 | 25.47 | 22.41 | 20.50 | 21.98 | 17.18 | 23.98 | 35.43 | 35.15 | 35.16 |
| Draw Down(%) | NA | 20.75 | 20.75 | 31.71 | 38.97 | NA | NA | … | … | 20.75 | 19.66 | 11.80 | 17.75 | 30.32 | 26.21 | 38.97 | 13.68 | 18.26 | 27.16 | 21.93 | 22.03 | 13.20 | 19.51 | 27.83 | 40.86 | 24.76 | 35.00 | 43.06 | 11.51 | 17.23 | 16.54 | 12.88 | 11.08 | 11.94 | 20.33 | 40.21 | 28.85 | 31.12 |
| Yield(%) | 0.00 | 1.19 | 2.14 | 2.23 | 3.13 | 3.43 | 4.07 | … | … | 0.60 | 1.33 | 1.68 | 3.74 | 1.69 | 1.41 | 1.96 | 2.31 | 2.33 | 2.50 | 3.53 | 2.81 | 2.37 | 2.40 | 2.16 | 1.88 | 1.80 | 1.80 | 1.25 | 1.67 | 1.81 | 1.79 | 1.40 | 0.91 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/04/2026, Common starting date is 03/10/1998
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RBA (RB Global, Inc.) |
-9.10%
Jul 1999 – Jul 2002 |
-4.97%
Aug 2008 – Aug 2013 |
2.98%
Nov 2007 – Nov 2017 |
6.69%
May 2008 – May 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RBA (RB Global, Inc.) |
50.62%
May 2003 – May 2006 |
41.34%
Jan 2003 – Jan 2008 |
23.72%
Apr 2001 – Apr 2011 |
17.60%
Nov 2001 – Nov 2016 |
Annualized Rolling Returns Comparison Chart