Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RCDOF (Ricardo plc) | 0.00% | -55.36% | -18.87% | -8.54% | -13.71% | NA | NA | … | … |
Data as of 01/08/2026, Common starting date is 08/06/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RCDOF (Ricardo plc) | 08/06/2012 | 01/08/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -55.36 | -18.87 | -8.54 | -13.71 | NA | NA | … | … | 0.00 | -55.38 | 8.61 | 10.20 | -2.37 | 22.71 | -45.30 | 12.47 | -33.92 | 2.33 | -14.07 | 45.21 | 10.37 | 56.63 | 19.51 |
| Sharpe Ratio | NA | -0.66 | -0.44 | -0.24 | -0.32 | NA | NA | … | … | NA | -0.59 | 0.23 | 0.80 | -0.09 | 0.67 | -0.49 | 0.30 | -0.93 | 0.11 | -1.02 | 1.25 | 0.28 | 1.72 | 3.48 |
| Standard Deviation(%) | NA | 88.33 | 50.70 | 45.93 | 47.31 | NA | NA | … | … | 0.00 | 90.03 | 13.85 | 7.48 | 41.64 | 33.66 | 92.11 | 37.45 | 37.90 | 15.79 | 14.02 | 36.27 | 36.74 | 32.85 | 16.28 |
| Draw Down(%) | NA | 55.70 | 55.70 | 55.70 | 77.40 | NA | NA | … | … | 0.00 | 55.70 | 4.35 | 0.00 | 26.61 | 15.41 | 58.86 | 26.17 | 40.65 | 10.92 | 14.49 | 1.05 | 20.46 | 3.63 | 0.00 |
| Yield(%) | 0.00 | 0.36 | 1.31 | 1.81 | 0.89 | 2.76 | 2.07 | … | … | 0.00 | 0.36 | 0.84 | 2.62 | 2.14 | 1.94 | 0.94 | 3.56 | 0.00 | 2.10 | 1.63 | 2.72 | 2.83 | 3.62 | 2.69 |
Data as of 01/08/2026, Common starting date is 08/06/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RCDOF (Ricardo plc) |
-27.03%
Jan 2018 – Jan 2021 |
-22.32%
Sep 2020 – Sep 2025 |
-13.68%
Oct 2015 – Oct 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RCDOF (Ricardo plc) |
37.11%
Sep 2012 – Sep 2015 |
18.97%
May 2013 – May 2018 |
0.88%
Sep 2012 – Sep 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart