Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RGLXF (RTL Group S.A) | NA | 14.07% | 14.49% | 19.26% | 0.69% | NA | NA | … | … |
Data as of 09/26/2025, Common starting date is 02/20/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RGLXF (RTL Group S.A) | 02/20/2014 | 09/26/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 14.07 | 14.49 | 19.26 | 0.69 | NA | NA | … | … | 14.07 | 7.97 | 21.83 | 29.56 | 9.36 | -43.14 | 6.44 | -11.74 | -10.86 | -21.98 |
| Sharpe Ratio | NA | 0.31 | 0.49 | 0.83 | -0.03 | NA | NA | … | … | 0.40 | 0.57 | 1.27 | 1.52 | 1.04 | -0.36 | 1.16 | -0.70 | -0.75 | -0.96 |
| Standard Deviation(%) | NA | 35.72 | 22.60 | 20.57 | 24.91 | NA | NA | … | … | 41.66 | 7.67 | 14.41 | 18.64 | 8.94 | 55.78 | 5.01 | 17.19 | 14.52 | 26.11 |
| Draw Down(%) | NA | 22.62 | 22.62 | 22.62 | 56.17 | NA | NA | … | … | 22.62 | 0.00 | 0.00 | 0.00 | 0.00 | 49.89 | 0.00 | 21.35 | 16.76 | 28.42 |
| Yield(%) | 0.00 | 13.07 | 11.20 | 15.07 | 4.09 | 2.32 | 1.74 | … | … | 13.07 | 7.38 | 11.57 | 24.24 | 8.56 | 0.00 | 6.11 | 4.81 | 2.10 | 3.54 |
Data as of 09/26/2025, Common starting date is 02/20/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RGLXF (RTL Group S.A) |
-23.71%
May 2017 – May 2020 |
-16.07%
Nov 2015 – Nov 2020 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RGLXF (RTL Group S.A) |
25.11%
May 2020 – May 2023 |
19.26%
Jul 2020 – Jul 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart