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Performance Comparison
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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 1.49 0.73 0.96 0.48 NA NA 0.33 0.18 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 29.13 27.50 28.58 31.41 NA NA 38.19 30.26 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