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
RINIF (Rinnai Corporation) NA -71.98% nan% nan% nan% NA NA
Data as of 12/04/2023, Common starting date is 02/21/2013
More Performance Analytics Comparison
Name Start Date End Date
RINIF (Rinnai Corporation) 02/21/2013 12/04/2023
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2023 2022 2021 2020 2019 2018 2017 2016 2015 2014 2013
Annualized Return (%) 0.00 -71.98 nan nan nan NA NA -71.14 -5,722.42 832.56 350.17 741.93 64.37 328.79 372.50 441.43 384.10 221.04
Sharpe Ratio NA -0.08 NA NA NA NA NA -0.07 NA 4.90 2.09 5.00 0.88 3.03 3.77 3.99 3.45 3.12
Standard Deviation(%) NA 970.31 NA NA NA NA NA 970.31 NA 170.03 166.26 148.00 71.46 109.10 98.71 110.55 111.39 92.06
Draw Down(%) NA 70.97 1,527.51 1,527.51 1,527.51 NA NA 70.97 1,394.47 1.61 22.93 7.77 21.79 12.80 0.00 0.75 0.00 9.41
Yield(%) 0.00 0.00 118.28 100.13 109.26 76.52 57.39 0.00 143.21 120.97 71.06 129.55 52.74 93.12 107.69 114.95 109.05 88.57
Data as of 12/04/2023, Common starting date is 02/21/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
RINIF (Rinnai Corporation) 217.17%
Mar 2018 – Mar 2021
262.31%
Mar 2016 – Mar 2021
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
RINIF (Rinnai Corporation) 714.70%
Mar 2019 – Mar 2022
465.49%
Mar 2017 – Mar 2022
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return