Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RLXXF (Relx PLC) | -15.28% | -35.60% | 4.06% | 6.59% | 8.91% | NA | NA | … | … |
Data as of 06/12/2026, Common starting date is 08/10/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RLXXF (Relx PLC) | 08/10/2015 | 06/12/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -5.11 | -35.60 | 4.06 | 6.59 | 8.91 | NA | NA | … | … | -15.28 | -5.34 | 14.53 | 43.05 | -13.64 | 36.34 | 2.32 | 24.86 | -10.97 | 36.64 | -0.54 | 6.51 |
| Sharpe Ratio | NA | -0.96 | 0.02 | 0.11 | 0.22 | NA | NA | … | … | -0.69 | -0.22 | 0.23 | 1.11 | -0.49 | 1.53 | 0.04 | 1.10 | -0.57 | 2.97 | -0.03 | 0.50 |
| Standard Deviation(%) | NA | 39.72 | 43.28 | 37.77 | 33.23 | NA | NA | … | … | 48.28 | 37.20 | 46.92 | 35.76 | 30.90 | 23.69 | 47.15 | 21.22 | 21.92 | 12.16 | 28.55 | 34.25 |
| Draw Down(%) | NA | 48.38 | 49.46 | 49.46 | 49.46 | NA | NA | … | … | 36.20 | 29.26 | 11.19 | 10.98 | 27.54 | 12.14 | 38.81 | 11.29 | 15.15 | 3.13 | 16.03 | 8.11 |
| Yield(%) | 0.00 | 2.17 | 3.43 | 3.37 | 4.00 | 2.97 | 2.23 | … | … | 1.59 | 3.64 | 1.94 | 2.54 | 1.95 | 2.65 | 1.85 | 2.62 | 2.36 | 2.58 | 2.56 | 0.00 |
Data as of 06/12/2026, Common starting date is 08/10/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RLXXF (Relx PLC) |
-1.73%
Oct 2017 – Oct 2020 |
4.14%
Sep 2017 – Sep 2022 |
8.23%
May 2016 – May 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RLXXF (Relx PLC) |
29.86%
Jun 2022 – Jun 2025 |
22.67%
Jul 2020 – Jul 2025 |
13.24%
Sep 2015 – Sep 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart