Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RBGPF (Reckitt Benckiser Group PLC) | -20.41% | -3.32% | -3.26% | -4.08% | -1.60% | 3.92% | NA | … | … |
Data as of 06/04/2026, Common starting date is 11/08/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RBGPF (Reckitt Benckiser Group PLC) | 11/08/2007 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -4.70 | -3.32 | -3.26 | -4.08 | -1.60 | 3.92 | NA | … | … | -20.41 | 42.59 | -10.99 | 1.77 | -17.43 | 3.24 | 11.55 | 8.55 | -14.38 | 9.34 | -8.02 | 21.24 | 5.05 | 28.39 | 34.76 | -10.21 | 5.25 | 44.52 | -33.01 | -0.43 |
| Sharpe Ratio | NA | 0.06 | -0.14 | -0.16 | -0.09 | NA | NA | … | … | -1.03 | 1.14 | -0.33 | -0.06 | -0.48 | 0.11 | 0.28 | 0.29 | -0.55 | 0.42 | -0.31 | 0.92 | 0.23 | 1.30 | 1.48 | -0.33 | 0.17 | 1.15 | -0.67 | -0.16 |
| Standard Deviation(%) | NA | 35.03 | 37.46 | 36.69 | 32.90 | NA | NA | … | … | 36.96 | 35.01 | 44.14 | 29.73 | 39.16 | 30.57 | 39.75 | 24.03 | 28.83 | 20.98 | 26.18 | 23.06 | 22.22 | 21.75 | 23.61 | 30.98 | 30.06 | 38.66 | 50.43 | 32.55 |
| Draw Down(%) | NA | 31.32 | 33.62 | 40.31 | 44.84 | NA | NA | … | … | 31.32 | 14.16 | 29.94 | 20.21 | 26.73 | 22.99 | 25.26 | 16.65 | 22.20 | 20.40 | 19.16 | 11.98 | 12.15 | 8.64 | 14.09 | 16.06 | 19.73 | 20.35 | 38.67 | 7.87 |
| Yield(%) | 0.00 | 13.39 | 5.94 | 3.98 | 2.91 | 4.65 | 3.66 | … | … | 9.84 | 4.52 | 3.47 | 3.17 | 2.48 | 2.61 | 2.74 | 2.53 | 2.48 | 2.48 | 2.24 | 2.73 | 3.28 | 2.39 | 2.74 | 2.42 | 2.59 | 2.75 | 1.19 | 0.00 |
Data as of 06/04/2026, Common starting date is 11/08/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RBGPF (Reckitt Benckiser Group PLC) |
-12.75%
May 2021 – May 2024 |
-4.68%
Mar 2019 – Mar 2024 |
-1.90%
Jul 2014 – Jul 2024 |
3.51%
Dec 2009 – Dec 2024 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RBGPF (Reckitt Benckiser Group PLC) |
24.47%
Jul 2012 – Jul 2015 |
20.18%
Mar 2009 – Mar 2014 |
11.17%
Mar 2009 – Mar 2019 |
7.19%
Jan 2009 – Jan 2024 |
Annualized Rolling Returns Comparison Chart