Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RELX (RELX PLC) | -11.34% | -33.03% | 5.18% | 8.26% | 8.78% | 12.14% | 9.50% | … | … |
Data as of 06/05/2026, Common starting date is 10/10/1994
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RELX (RELX PLC) | 10/10/1994 | 06/05/2026 |
| 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 | 1997 | 1996 | 1995 | 1994 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 7.20 | -33.03 | 5.18 | 8.26 | 8.78 | 12.14 | 9.50 | … | … | -11.34 | -9.60 | 16.59 | 46.09 | -13.06 | 35.47 | 0.27 | 26.12 | -12.77 | 34.88 | 3.35 | 7.36 | 16.48 | 47.25 | 35.72 | -0.06 | 6.17 | 15.01 | -42.98 | 25.60 | 20.61 | 3.70 | 12.71 | -1.58 | 6.94 | -20.68 | 45.31 | -5.16 | -23.75 | 9.44 | 25.83 | 21.21 | -0.50 |
| Sharpe Ratio | NA | -1.36 | 0.04 | 0.19 | 0.28 | NA | NA | … | … | -0.97 | -0.56 | 0.76 | 2.58 | -0.56 | 2.12 | 0.00 | 1.34 | -0.84 | 3.32 | 0.16 | 0.38 | 1.06 | 2.81 | 1.74 | 0.00 | 0.26 | 0.40 | -0.89 | 0.90 | 0.96 | 0.08 | 0.57 | -0.07 | 0.20 | -0.63 | 0.82 | -0.21 | -0.83 | 0.18 | 1.25 | 0.91 | -0.76 |
| Standard Deviation(%) | NA | 29.75 | 23.24 | 22.62 | 22.54 | NA | NA | … | … | 40.69 | 22.38 | 17.14 | 16.58 | 25.99 | 16.71 | 37.03 | 18.41 | 16.89 | 10.34 | 20.15 | 19.39 | 15.60 | 16.78 | 20.65 | 28.45 | 23.19 | 36.98 | 49.16 | 24.96 | 18.08 | 17.76 | 20.60 | 32.87 | 29.33 | 37.04 | 50.31 | 40.89 | 32.66 | 32.77 | 17.65 | 18.88 | 7.95 |
| Draw Down(%) | NA | 48.91 | 49.91 | 49.91 | 49.91 | NA | NA | … | … | 35.72 | 28.69 | 9.03 | 9.34 | 26.04 | 9.56 | 37.75 | 8.57 | 17.92 | 4.07 | 17.87 | 12.88 | 9.94 | 7.61 | 17.84 | 19.03 | 18.80 | 19.04 | 48.29 | 16.02 | 9.07 | 15.25 | 13.53 | 27.66 | 23.11 | 32.71 | 38.56 | 42.59 | 40.93 | 20.53 | 10.83 | 9.00 | 3.48 |
| Yield(%) | 0.00 | 1.71 | 2.55 | 2.90 | 3.31 | 5.98 | 5.00 | … | … | 1.65 | 1.81 | 1.97 | 2.47 | 2.08 | 2.69 | 2.34 | 2.66 | 0.69 | 2.64 | 2.61 | 2.43 | 2.82 | 3.38 | 4.23 | 3.98 | 3.62 | 4.21 | 2.77 | 2.94 | 2.74 | 2.68 | 2.59 | 1.98 | 1.88 | 1.37 | 1.85 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/05/2026, Common starting date is 10/10/1994
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RELX (RELX PLC) |
-16.69%
May 2007 – May 2010 |
-7.96%
May 2007 – May 2012 |
-0.49%
Feb 1999 – Feb 2009 |
0.31%
May 1997 – May 2012 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RELX (RELX PLC) |
34.75%
May 2012 – May 2015 |
27.35%
May 2012 – May 2017 |
18.04%
Nov 2011 – Nov 2021 |
17.17%
Jul 2010 – Jul 2025 |
Annualized Rolling Returns Comparison Chart