Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RDS-A (Shell plc) | NA | 53.09% | -0.82% | 5.10% | 2.71% | 3.88% | 4.79% | … | … |
Data as of 02/02/2022, Common starting date is 03/17/1980
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RDS-A (Shell plc) | 03/17/1980 | 02/02/2022 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 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 | 1992 | 1991 | 1990 | 1989 | 1988 | 1987 | 1986 | 1985 | 1984 | 1983 | 1982 | 1981 | 1980 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 4.60 | 53.09 | -0.82 | 5.10 | 2.71 | 3.88 | 4.79 | … | … | 22.70 | 28.43 | -37.44 | 7.71 | -7.51 | 31.02 | 28.26 | -27.12 | -1.26 | 9.04 | -0.91 | 14.77 | 17.54 | 20.96 | -34.19 | 23.46 | 19.35 | 9.09 | 9.52 | 19.01 | -10.20 | -19.06 | 0.00 | 26.50 | -11.65 | 26.94 | 20.99 | 30.97 | 3.23 | 28.86 | -6.09 | 9.70 | 1.45 | -32.02 | 1.90 | 17.15 | 51.59 | 27.59 | 9.72 | 29.96 | -0.72 | -64.23 | 35.18 |
| Sharpe Ratio | NA | 1.80 | -0.02 | 0.12 | 0.08 | NA | NA | … | … | 34.78 | 0.93 | -0.58 | 0.37 | -0.41 | 2.17 | 0.94 | -0.97 | -0.07 | 0.58 | -0.06 | 0.53 | 0.70 | 0.63 | -0.63 | 0.97 | 0.89 | 0.37 | 0.46 | 0.87 | -0.34 | -0.80 | -0.14 | 0.75 | -0.42 | 0.76 | 1.01 | 2.41 | 0.01 | 1.92 | -0.53 | 0.36 | -0.24 | -0.53 | -0.18 | 0.36 | 2.34 | 1.22 | 0.11 | 1.00 | -0.32 | -0.99 | 1.55 |
| Standard Deviation(%) | NA | 29.41 | 42.37 | 34.85 | 29.33 | NA | NA | … | … | 27.06 | 30.39 | 64.31 | 16.78 | 21.60 | 14.09 | 29.69 | 27.90 | 18.81 | 15.47 | 17.13 | 28.00 | 24.85 | 33.31 | 55.44 | 21.07 | 18.00 | 18.33 | 18.48 | 21.14 | 33.07 | 27.37 | 30.39 | 30.81 | 36.16 | 30.28 | 17.05 | 11.19 | 14.74 | 13.83 | 15.93 | 16.14 | 17.10 | 71.59 | 16.17 | 35.39 | 20.09 | 18.13 | 24.43 | 23.57 | 27.04 | 75.48 | 24.52 |
| Draw Down(%) | NA | 15.89 | 65.55 | 67.24 | 67.24 | NA | NA | … | … | 5.79 | 15.89 | 63.89 | 15.34 | 22.43 | 7.86 | 19.55 | 31.31 | 24.83 | 11.13 | 16.06 | 21.26 | 19.95 | 29.52 | 50.74 | 15.80 | 11.45 | 13.75 | 14.39 | 19.60 | 31.33 | 30.94 | 18.63 | 19.17 | 33.33 | 18.74 | 8.35 | 8.14 | 11.36 | 7.55 | 12.61 | 9.75 | 10.88 | 50.53 | 15.64 | 32.47 | 9.97 | 9.98 | 23.44 | 15.29 | 21.69 | 71.54 | 16.03 |
| Yield(%) | 0.00 | 4.53 | 3.84 | 5.44 | 4.61 | 4.80 | 5.27 | … | … | 0.00 | 4.55 | 3.20 | 6.34 | 5.53 | 6.81 | 8.20 | 5.61 | 5.27 | 5.14 | 4.61 | 5.01 | 5.39 | 6.02 | 3.71 | 4.03 | 3.83 | 1.97 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 02/02/2022, Common starting date is 03/17/1980
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RDS-A (Shell plc) |
-26.01%
Nov 1980 – Nov 1983 |
-9.94%
Nov 1980 – Nov 1985 |
-3.50%
Oct 2010 – Oct 2020 |
-0.98%
Sep 2005 – Sep 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RDS-A (Shell plc) |
49.14%
Jul 1984 – Jul 1987 |
34.79%
Jul 1982 – Jul 1987 |
14.40%
Jun 1989 – Jun 1999 |
14.05%
Jul 1982 – Jul 1997 |
Annualized Rolling Returns Comparison Chart