Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| RCL (Royal Caribbean Cruises Ltd.) | 35.13% | 112.29% | 98.19% | 43.15% | 14.23% | 18.55% | 11.30% | 10.77% |
Data as of 08/07/2025, AR inception is 04/28/1993
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RCL (Royal Caribbean Cruises Ltd.) | 04/28/1993 | 08/07/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 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 | 1997 | 1996 | 1995 | 1994 | 1993 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.55 | 112.29 | 98.19 | 43.15 | 14.23 | 18.55 | 11.30 | 10.77 | 35.13 | 78.98 | 161.97 | -35.72 | 2.96 | -43.50 | 39.94 | -16.13 | 46.74 | -17.10 | 24.73 | 76.95 | 42.08 | 39.34 | -46.88 | 85.92 | 83.85 | -67.10 | 4.06 | -6.78 | -16.20 | 58.35 | 113.42 | 5.93 | -37.22 | -45.32 | 34.90 | -29.83 | 131.60 | 8.47 | -21.33 | 8.07 | 48.19 |
| Sharpe Ratio | NA | 2.53 | 2.40 | 0.86 | 0.25 | NA | NA | 0.18 | 1.40 | 2.22 | 4.44 | -0.55 | 0.06 | -0.38 | 1.46 | -0.59 | 2.12 | -0.43 | 0.81 | 2.59 | 1.71 | 1.19 | -0.89 | 1.74 | 0.91 | -0.83 | 0.03 | -0.39 | -0.85 | 2.33 | 3.08 | 0.10 | -0.52 | -0.83 | 0.69 | -0.37 | 4.56 | 0.24 | -1.01 | 0.20 | 2.48 |
| Standard Deviation(%) | NA | 43.97 | 43.28 | 50.34 | 52.93 | NA | NA | 50.04 | 49.47 | 33.98 | 36.14 | 67.79 | 47.66 | 114.80 | 26.28 | 29.64 | 21.85 | 40.46 | 30.39 | 29.71 | 24.59 | 33.35 | 52.61 | 49.47 | 92.09 | 82.03 | 29.44 | 26.07 | 21.72 | 24.62 | 36.58 | 46.39 | 77.60 | 59.93 | 45.99 | 91.22 | 27.86 | 20.21 | 24.96 | 24.70 | 30.54 |
| Draw Down(%) | NA | 35.02 | 35.02 | 67.75 | 83.30 | NA | NA | 92.44 | 35.02 | 19.31 | 27.02 | 64.47 | 33.73 | 83.30 | 21.83 | 32.19 | 8.02 | 34.65 | 21.35 | 19.63 | 16.85 | 28.20 | 59.79 | 39.51 | 63.77 | 84.11 | 20.53 | 29.54 | 27.58 | 16.57 | 28.94 | 40.02 | 71.36 | 68.78 | 20.13 | 79.32 | 12.78 | 20.78 | 24.01 | 16.12 | 14.77 |
| Yield(%) | 0.00 | 1.66 | 2.03 | 0.94 | 1.47 | 3.83 | 2.02 | 4.19 | 0.65 | 0.79 | 0.00 | 0.00 | 0.00 | 0.58 | 3.03 | 2.16 | 2.58 | 1.74 | 1.63 | 2.33 | 2.09 | 1.70 | 0.42 | 0.00 | 0.00 | 1.09 | 1.38 | 1.33 | 1.03 | 1.49 | 2.92 | 3.18 | 2.06 | 1.04 | 1.39 | 0.91 | 2.43 | 2.40 | 1.68 | 1.51 | 1.48 |
Data as of 08/07/2025, AR inception is 04/28/1993
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RCL (Royal Caribbean Cruises Ltd.) |
-47.84%
Feb 2006 - Feb 2009 |
-32.05%
Feb 2004 - Feb 2009 |
-15.09%
Jan 1999 - Jan 2009 |
-8.08%
Feb 1994 - Feb 2009 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RCL (Royal Caribbean Cruises Ltd.) |
108.54%
Jun 2022 - Jun 2025 |
56.00%
Feb 2009 - Feb 2014 |
36.51%
Feb 2009 - Feb 2019 |
23.67%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart