Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RITPF (RIT Capital Partners) | 5.00% | 23.18% | 10.59% | -1.44% | 4.33% | 4.44% | 4.11% | … | … |
Data as of 06/03/2026, Common starting date is 03/11/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RITPF (RIT Capital Partners) | 03/11/1996 | 06/03/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 23.18 | 10.59 | -1.44 | 4.33 | 4.44 | 4.11 | … | … | 5.00 | 29.87 | 6.14 | -16.96 | -21.85 | 27.46 | 5.38 | 15.17 | -7.51 | 21.78 | -9.74 | 15.53 | 8.14 | 15.17 | 2.86 | -2.20 | 15.53 | 16.14 | -30.15 | 15.58 | 11.36 | 13.21 | 42.86 | 56.80 | 8.13 | -11.08 | 25.00 | -3.35 | 22.83 | 14.06 | 22.68 |
| Sharpe Ratio | NA | 1.00 | 0.44 | -0.15 | 0.10 | NA | NA | … | … | 0.60 | 1.10 | 0.30 | -1.17 | -0.81 | 1.20 | 0.09 | 0.92 | -0.53 | 1.83 | -0.50 | 1.07 | 0.65 | 0.57 | 0.09 | -0.08 | 0.64 | 0.55 | -0.88 | 0.86 | 0.53 | 0.71 | 1.91 | 2.56 | 0.71 | -1.59 | 0.93 | -1.97 | 0.87 | 0.83 | 1.32 |
| Standard Deviation(%) | NA | 20.55 | 16.50 | 20.32 | 25.67 | NA | NA | … | … | 16.94 | 18.84 | 15.11 | 17.78 | 28.08 | 23.76 | 56.47 | 14.81 | 16.73 | 11.62 | 19.97 | 14.53 | 12.43 | 26.62 | 32.21 | 26.30 | 24.10 | 29.18 | 35.18 | 14.51 | 15.08 | 15.46 | 21.92 | 21.94 | 9.90 | 8.64 | 22.35 | 3.40 | 22.24 | 12.39 | 18.89 |
| Draw Down(%) | NA | 6.30 | 10.20 | 39.83 | 39.83 | NA | NA | … | … | 6.30 | 5.56 | 7.41 | 18.50 | 38.77 | 9.31 | 37.14 | 9.89 | 12.50 | 3.73 | 16.03 | 7.74 | 7.26 | 12.82 | 15.75 | 16.52 | 9.57 | 15.44 | 40.50 | 0.00 | 14.07 | 8.57 | 8.96 | 8.00 | 2.88 | 12.00 | 0.92 | 3.35 | 15.63 | 2.67 | 5.63 |
| Yield(%) | 0.00 | 1.06 | 1.41 | 0.96 | 1.63 | 1.90 | 1.66 | … | … | 0.00 | 2.31 | 1.10 | 1.67 | 1.32 | 0.86 | 1.63 | 1.79 | 1.64 | 1.83 | 1.67 | 2.24 | 2.56 | 2.35 | 2.24 | 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 06/03/2026, Common starting date is 03/11/1996
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RITPF (RIT Capital Partners) |
-14.04%
Jun 2021 – Jun 2024 |
-4.29%
Mar 2015 – Mar 2020 |
1.55%
Jun 2014 – Jun 2024 |
1.45%
Jun 2008 – Jun 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RITPF (RIT Capital Partners) |
46.38%
Apr 2003 – Apr 2006 |
31.56%
Apr 2003 – Apr 2008 |
18.73%
Apr 1996 – Apr 2006 |
13.13%
Apr 1996 – Apr 2011 |
Annualized Rolling Returns Comparison Chart