Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| REYN (Reynolds Consumer Products Inc.) | -3.44% | 2.47% | -4.81% | -3.21% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 02/03/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| REYN (Reynolds Consumer Products Inc.) | 02/03/2020 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.90 | 2.47 | -4.81 | -3.21 | NA | NA | NA | … | … | -3.44 | -11.73 | 3.83 | -7.46 | -1.46 | 7.80 | 3.49 |
| Sharpe Ratio | NA | -0.06 | -0.33 | -0.26 | NA | NA | NA | … | … | -0.38 | -0.61 | 0.01 | -0.63 | -0.11 | 0.39 | 0.10 |
| Standard Deviation(%) | NA | 24.60 | 21.61 | 21.82 | NA | NA | NA | … | … | 28.17 | 24.11 | 18.48 | 17.89 | 25.54 | 19.79 | 35.98 |
| Draw Down(%) | NA | 18.00 | 33.38 | 33.38 | NA | NA | NA | … | … | 17.69 | 23.62 | 17.08 | 16.04 | 21.77 | 14.47 | 22.00 |
| Yield(%) | 0.00 | 4.18 | 3.29 | 3.04 | 1.91 | 1.27 | 0.95 | … | … | 1.99 | 3.43 | 3.39 | 3.07 | 2.93 | 2.97 | 1.99 |
Data as of 06/04/2026, Common starting date is 02/03/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| REYN (Reynolds Consumer Products Inc.) |
-5.97%
Apr 2023 – Apr 2026 |
-6.25%
Jun 2020 – Jun 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| REYN (Reynolds Consumer Products Inc.) |
7.78%
Sep 2021 – Sep 2024 |
1.23%
Feb 2021 – Feb 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart