Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RL (Ralph Lauren Corporation) | 3.99% | 33.52% | 50.45% | 27.50% | 16.47% | 9.41% | 11.32% | … | … |
Data as of 06/04/2026, Common starting date is 06/12/1997
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RL (Ralph Lauren Corporation) | 06/12/1997 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.09 | 33.52 | 50.45 | 27.50 | 16.47 | 9.41 | 11.32 | … | … | 3.99 | 55.03 | 62.85 | 39.82 | -8.41 | 16.66 | -10.63 | 16.06 | 1.80 | 16.34 | -17.23 | -38.79 | 6.01 | 18.93 | 9.60 | 25.23 | 37.60 | 79.05 | -26.25 | -20.23 | 38.77 | 32.36 | 48.73 | 33.11 | -18.68 | 19.93 | 30.77 | -11.07 | -20.88 | -23.02 |
| Sharpe Ratio | NA | 0.89 | 1.34 | 0.65 | 0.39 | NA | NA | … | … | 0.14 | 1.30 | 1.86 | 1.33 | -0.22 | 0.46 | -0.17 | 0.44 | 0.01 | 0.54 | -0.46 | -1.07 | 0.35 | 0.87 | 0.34 | 0.65 | 1.17 | 1.62 | -0.43 | -0.72 | 1.23 | 1.09 | 1.89 | 1.04 | -0.43 | 0.37 | 0.50 | -0.33 | -0.48 | -0.92 |
| Standard Deviation(%) | NA | 33.42 | 34.99 | 36.92 | 38.57 | NA | NA | … | … | 40.35 | 40.21 | 31.80 | 27.45 | 45.16 | 35.90 | 62.30 | 32.99 | 34.22 | 29.33 | 38.30 | 36.19 | 17.21 | 21.62 | 28.14 | 39.03 | 32.06 | 48.64 | 62.45 | 32.76 | 28.78 | 27.60 | 25.29 | 31.00 | 45.85 | 48.32 | 52.95 | 44.43 | 50.37 | 44.82 |
| Draw Down(%) | NA | 17.67 | 36.18 | 36.51 | 55.15 | NA | NA | … | … | 17.67 | 36.18 | 17.04 | 16.58 | 36.51 | 25.24 | 50.20 | 36.31 | 32.04 | 27.03 | 28.02 | 43.13 | 16.61 | 16.06 | 23.75 | 18.51 | 24.18 | 32.79 | 57.29 | 39.84 | 25.00 | 17.50 | 15.87 | 13.54 | 45.92 | 40.57 | 34.77 | 34.17 | 48.39 | 32.24 |
| Yield(%) | 0.00 | 1.31 | 2.93 | 2.60 | 2.59 | 1.81 | 3.07 | … | … | 0.25 | 1.54 | 2.21 | 2.75 | 2.43 | 2.04 | 0.58 | 2.55 | 2.26 | 2.21 | 1.79 | 1.09 | 1.03 | 1.08 | 1.02 | 0.72 | 0.49 | 0.53 | 0.32 | 0.25 | 0.36 | 0.48 | 0.70 | 0.68 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/04/2026, Common starting date is 06/12/1997
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RL (Ralph Lauren Corporation) |
-22.51%
May 2014 – May 2017 |
-13.34%
Feb 2012 – Feb 2017 |
-4.00%
Sep 2012 – Sep 2022 |
0.65%
Jun 2007 – Jun 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RL (Ralph Lauren Corporation) |
72.29%
Feb 2009 – Feb 2012 |
39.48%
Oct 2020 – Oct 2025 |
24.60%
Feb 2003 – Feb 2013 |
18.03%
Jan 2000 – Jan 2015 |
Annualized Rolling Returns Comparison Chart