Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
RH -18.15% -16.45% -17.01% -25.16% 15.38% NA NA
Data as of 06/05/2026, Common starting date is 11/05/2012
More Performance Analytics Comparison
Name Start Date End Date
RH 11/05/2012 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
Annualized Return (%) -1.25 -16.45 -17.01 -25.16 15.38 NA NA -18.15 -53.09 36.57 9.09 -50.15 19.76 109.61 79.33 38.99 180.81 -61.36 -17.25 42.66 99.53 1.29
Sharpe Ratio NA -0.36 -0.27 -0.44 0.22 NA NA -0.58 -0.67 0.49 0.10 -0.85 0.47 1.35 1.60 0.62 2.42 -0.94 -0.58 1.11 2.20 0.23
Standard Deviation(%) NA 61.40 69.23 62.81 64.19 NA NA 68.06 84.64 61.37 50.16 60.59 41.72 80.61 49.17 60.63 74.98 65.56 29.99 38.44 45.17 38.36
Draw Down(%) NA 55.04 75.17 84.72 84.72 NA NA 51.55 69.30 38.29 46.96 60.57 28.58 68.10 45.49 35.25 41.65 68.04 25.55 21.95 21.59 17.11
Yield(%) 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 06/05/2026, Common starting date is 11/05/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
RH (RH) -28.92%
Apr 2021 – Apr 2024
-28.13%
Apr 2021 – Apr 2026
5.28%
Oct 2015 – Oct 2025
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
RH (RH) 97.69%
Jan 2017 – Jan 2020
88.30%
Jun 2016 – Jun 2021
24.10%
Jan 2013 – Jan 2023
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return