Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RJF (Raymond James Financial, Inc.) | -5.61% | 4.90% | 18.73% | 12.85% | 16.63% | 15.49% | 12.59% | … | … |
Data as of 06/04/2026, Common starting date is 07/01/1983
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RJF (Raymond James Financial, Inc.) | 07/01/1983 | 06/04/2026 |
| 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 | 1989 | 1988 | 1987 | 1986 | 1985 | 1984 | 1983 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 5.99 | 4.90 | 18.73 | 12.85 | 16.63 | 15.49 | 12.59 | … | … | -5.61 | 4.74 | 40.83 | 6.12 | 8.32 | 59.48 | 8.70 | 22.80 | -15.65 | 29.99 | 21.31 | 2.53 | 11.12 | 37.19 | 26.29 | -3.72 | 39.85 | 41.77 | -46.35 | 8.79 | 82.97 | 22.95 | -16.92 | 28.85 | -15.78 | 3.65 | 89.58 | -11.83 | -46.77 | 31.74 | 41.76 | 51.79 | -15.79 | 11.45 | -27.24 | 151.02 | 19.51 | 39.77 | 17.33 | -22.68 | 7.78 | 80.00 | -32.43 | -39.34 |
| Sharpe Ratio | NA | -0.17 | 0.54 | 0.33 | 0.47 | NA | NA | … | … | -0.87 | 0.07 | 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 | 1.39 | 0.58 | -0.51 | 0.17 | 1.71 | 1.00 | -0.39 | 0.88 | -0.44 | 0.03 | 1.61 | -0.37 | -0.86 | 0.52 | 1.31 | 1.67 | -0.76 | 0.27 | -0.57 | 3.89 | 0.46 | 1.38 | 0.44 | -0.60 | 0.09 | 1.72 | -1.24 | -2.42 |
| Standard Deviation(%) | NA | 24.71 | 25.64 | 28.06 | 30.92 | NA | NA | … | … | 29.31 | 26.69 | 24.07 | 28.12 | 34.16 | 24.48 | 57.15 | 22.99 | 27.61 | 19.73 | 31.47 | 22.63 | 20.22 | 23.41 | 24.90 | 43.69 | 28.51 | 71.65 | 92.64 | 33.51 | 46.67 | 20.69 | 45.41 | 31.81 | 38.84 | 42.12 | 53.18 | 40.77 | 58.43 | 53.89 | 28.90 | 28.65 | 24.86 | 33.89 | 51.39 | 37.56 | 30.40 | 24.57 | 28.25 | 44.93 | 35.81 | 43.20 | 31.71 | 28.84 |
| Draw Down(%) | NA | 19.64 | 28.12 | 32.11 | 45.59 | NA | NA | … | … | 18.87 | 28.12 | 17.86 | 29.01 | 25.75 | 9.89 | 45.59 | 19.63 | 31.02 | 12.37 | 30.26 | 20.63 | 14.10 | 16.12 | 15.66 | 38.13 | 25.53 | 46.93 | 65.84 | 22.15 | 15.41 | 19.03 | 44.96 | 27.50 | 36.92 | 38.28 | 22.13 | 30.89 | 61.24 | 45.75 | 14.52 | 15.00 | 28.08 | 27.31 | 58.39 | 26.40 | 36.11 | 19.08 | 26.26 | 66.18 | 39.74 | 16.48 | 39.02 | 40.98 |
| Yield(%) | 0.00 | 1.43 | 2.03 | 1.29 | 2.59 | 3.64 | 3.48 | … | … | 0.66 | 1.29 | 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 06/04/2026, Common starting date 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.) |
-18.49%
Apr 2006 – Apr 2009 |
-9.09%
Mar 1998 – Mar 2003 |
2.78%
Mar 1998 – Mar 2008 |
5.25%
Feb 1994 – Feb 2009 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RJF (Raymond James Financial, Inc.) |
61.26%
Dec 1988 – Dec 1991 |
34.27%
Sep 1988 – Sep 1993 |
25.28%
Dec 1987 – Dec 1997 |
20.42%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart