Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RIO (Rio Tinto Group) | 29.33% | 78.96% | 24.40% | 11.08% | 21.72% | 9.46% | 9.80% | … | … |
Data as of 06/05/2026, Common starting date is 06/28/1990
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RIO (Rio Tinto Group) | 06/28/1990 | 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 | 1993 | 1992 | 1991 | 1990 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -5.36 | 78.96 | 24.40 | 11.08 | 21.72 | 9.46 | 9.80 | … | … | 29.33 | 44.47 | -15.36 | 11.06 | 18.48 | -0.40 | 36.22 | 37.52 | -2.94 | 44.86 | 39.23 | -33.41 | -15.38 | 0.61 | 22.38 | -30.48 | 35.37 | 194.31 | -78.49 | 101.57 | 20.69 | 57.09 | 9.87 | 45.49 | 5.11 | 12.49 | -20.73 | 114.79 | -9.02 | -16.35 | 14.91 | 12.02 | 9.75 | 24.22 | 23.68 | 5.83 | -12.31 |
| Sharpe Ratio | NA | 2.97 | 0.96 | 0.34 | 0.69 | NA | NA | … | … | 3.22 | 1.74 | -0.83 | 0.28 | 0.46 | -0.01 | 0.82 | 1.54 | -0.16 | 1.66 | 0.88 | -1.00 | -0.55 | 0.02 | 0.66 | -0.64 | 0.83 | 2.78 | -0.81 | 2.03 | 0.49 | 2.09 | 0.34 | 1.74 | 0.12 | 0.27 | -0.61 | 2.92 | -0.39 | -0.81 | 0.63 | 0.51 | 0.35 | 1.01 | 0.79 | 0.08 | -1.03 |
| Standard Deviation(%) | NA | 28.12 | 25.73 | 29.09 | 30.52 | NA | NA | … | … | 34.79 | 24.04 | 22.99 | 26.89 | 37.24 | 31.20 | 43.64 | 23.34 | 26.93 | 26.73 | 44.24 | 33.50 | 27.94 | 28.78 | 34.23 | 47.46 | 42.38 | 69.86 | 98.29 | 48.84 | 35.67 | 26.22 | 26.17 | 25.71 | 32.46 | 37.32 | 40.93 | 38.17 | 31.70 | 24.75 | 17.68 | 15.67 | 18.93 | 21.71 | 26.69 | 23.92 | 27.22 |
| Draw Down(%) | NA | 15.19 | 24.19 | 35.25 | 37.47 | NA | NA | … | … | 15.19 | 18.43 | 18.09 | 24.17 | 35.25 | 32.30 | 37.02 | 21.49 | 23.45 | 16.26 | 22.87 | 42.25 | 30.09 | 32.19 | 31.45 | 43.79 | 35.28 | 32.45 | 88.97 | 27.59 | 26.90 | 18.91 | 24.20 | 13.10 | 26.73 | 33.76 | 39.69 | 20.12 | 36.55 | 34.52 | 15.50 | 12.59 | 11.15 | 13.89 | 23.12 | 18.29 | 28.14 |
| Yield(%) | 0.00 | 6.79 | 6.56 | 6.29 | 16.03 | 5.68 | 6.52 | … | … | 3.12 | 6.35 | 5.86 | 5.66 | 11.18 | 12.44 | 6.45 | 13.41 | 5.59 | 6.06 | 5.35 | 4.97 | 3.72 | 2.95 | 3.13 | 1.63 | 1.61 | 25.71 | 1.45 | 2.27 | 3.98 | 2.88 | 2.36 | 3.83 | 3.29 | 3.71 | 2.69 | 3.58 | 3.89 | 3.40 | 3.30 | 2.67 | 2.14 | 5.01 | 5.22 | 4.54 | 1.30 |
Data as of 06/05/2026, Common starting date is 06/28/1990
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RIO (Rio Tinto Group) |
-23.07%
Jan 2006 – Jan 2009 |
-15.89%
Jan 2011 – Jan 2016 |
-3.82%
Nov 2007 – Nov 2017 |
1.88%
May 2008 – May 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RIO (Rio Tinto Group) |
63.60%
Jun 2005 – Jun 2008 |
49.26%
Jun 2003 – Jun 2008 |
30.38%
Jun 1998 – Jun 2008 |
21.75%
Nov 1992 – Nov 2007 |
Annualized Rolling Returns Comparison Chart