Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ROLLP (RBC Bearings Inc Preferred) | NA | 19.67% | NA | NA | NA | NA | NA | … | … |
Data as of 11/25/2022, Common starting date is 09/22/2021
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ROLLP (RBC Bearings Inc Preferred) | 09/22/2021 | 11/25/2022 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2022 | 2021 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 3.95 | 19.67 | NA | NA | NA | NA | NA | … | … | 14.82 | 1.56 |
| Sharpe Ratio | NA | 0.30 | NA | NA | NA | NA | NA | … | … | 0.52 | 0.13 |
| Standard Deviation(%) | NA | 29.43 | NA | NA | NA | NA | NA | … | … | 29.80 | 44.05 |
| Draw Down(%) | NA | 23.26 | NA | NA | NA | NA | NA | … | … | 22.90 | 19.29 |
| Yield(%) | 0.00 | 4.99 | 1.71 | 1.03 | 0.51 | 0.34 | 0.26 | … | … | 3.53 | 1.49 |
Data as of 11/25/2022, Common starting date is 09/22/2021
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ROLLP (RBC Bearings Inc Preferred) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ROLLP (RBC Bearings Inc Preferred) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart