Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| RJF (Raymond James Financial, Inc.) | 9.60% | 44.79% | 22.06% | 30.75% | 17.60% | 17.70% | 17.58% | 15.39% |
Data as of 07/25/2025, AR inception is 07/01/1983
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RJF (Raymond James Financial, Inc.) | 07/01/1983 | 07/25/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 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 | 1989 | 1988 | 1987 | 1986 | 1985 | 1984 | 1983 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 4.90 | 44.79 | 22.06 | 30.75 | 17.60 | 17.70 | 17.58 | 15.39 | 9.60 | 40.83 | 6.12 | 8.32 | 59.49 | 8.70 | 22.78 | -15.65 | 29.98 | 21.30 | 2.54 | 11.12 | 37.19 | 26.29 | -3.76 | 39.88 | 41.80 | -46.33 | 8.80 | 82.95 | 22.95 | -16.92 | 28.85 | -15.80 | 3.66 | 89.57 | -11.83 | -20.16 | 97.61 | 41.76 | 51.79 | -15.79 | 11.45 | 9.15 | 151.02 | 19.51 | 39.77 | 17.33 | -22.68 | 7.78 | 80.00 | -32.43 | -39.34 |
| Sharpe Ratio | NA | 1.45 | 0.68 | 0.99 | 0.51 | NA | NA | 0.34 | 0.49 | 1.55 | 0.09 | 0.20 | 2.43 | 0.15 | 0.93 | -0.62 | 1.49 | 0.67 | 0.11 | 0.55 | 1.59 | 1.06 | -0.09 | 1.40 | 0.58 | -0.51 | 0.17 | 1.71 | 1.00 | -0.39 | 0.88 | -0.44 | 0.03 | 1.61 | -0.37 | -0.53 | 2.35 | 1.31 | 1.67 | -0.76 | 0.27 | 0.18 | 3.89 | 0.46 | 1.38 | 0.44 | -0.60 | 0.09 | 1.72 | -1.24 | -2.42 |
| Standard Deviation(%) | NA | 28.80 | 27.43 | 28.58 | 31.43 | NA | NA | 38.19 | 30.17 | 24.07 | 28.12 | 34.16 | 24.48 | 57.15 | 22.99 | 27.61 | 19.73 | 31.47 | 22.62 | 20.22 | 23.41 | 24.90 | 43.68 | 28.50 | 71.64 | 92.63 | 33.51 | 46.66 | 20.69 | 45.41 | 31.81 | 38.84 | 42.12 | 53.17 | 40.77 | 44.94 | 39.72 | 28.90 | 28.65 | 24.86 | 33.89 | 36.57 | 37.56 | 30.40 | 24.57 | 28.25 | 44.93 | 35.81 | 43.20 | 31.71 | 28.84 |
| Draw Down(%) | NA | 28.12 | 32.11 | 32.11 | 45.59 | NA | NA | 69.67 | 28.12 | 17.86 | 29.01 | 25.75 | 9.89 | 45.59 | 19.64 | 31.02 | 12.37 | 30.26 | 20.63 | 14.10 | 16.12 | 15.66 | 38.15 | 25.51 | 46.93 | 65.82 | 22.15 | 15.41 | 19.02 | 44.96 | 27.50 | 36.94 | 38.27 | 22.13 | 30.89 | 50.98 | 23.20 | 14.52 | 15.00 | 28.08 | 27.31 | 45.85 | 26.40 | 36.11 | 19.08 | 26.26 | 66.18 | 39.74 | 16.48 | 39.02 | 40.98 |
| Yield(%) | 0.00 | 1.65 | 1.83 | 2.29 | 2.34 | 4.02 | 4.60 | 51.80 | 0.97 | 1.20 | 1.61 | 1.73 | 1.52 | 1.22 | 2.34 | 1.24 | 0.95 | 1.46 | 1.29 | 1.28 | 1.45 | 1.65 | 1.58 | 1.90 | 2.44 | 1.72 | 0.98 | 1.22 | 1.18 | 1.17 | 1.19 | 0.99 | 1.58 | 1.79 | 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 07/25/2025, AR inception is 07/01/1983
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RJF (Raymond James Financial, Inc.) |
-18.47%
Apr 2006 - Apr 2009 |
-4.56%
Aug 1983 - Aug 1988 |
6.22%
May 1999 - May 2009 |
7.99%
Jan 2001 - Jan 2016 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RJF (Raymond James Financial, Inc.) |
64.08%
Mar 1989 - Mar 1992 |
45.61%
Sep 1988 - Sep 1993 |
37.32%
Apr 1988 - Apr 1998 |
25.53%
Oct 1988 - Oct 2003 |
Annualized Rolling Returns Comparison Chart