Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
RPGRY (REA Group Limited) -6.15% -29.63% 36.44% 21.66% NA NA NA
Data as of 06/04/2026, Common starting date is 10/28/2016
More Performance Analytics Comparison
Name Start Date End Date
RPGRY (REA Group Limited) 10/28/2016 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
Annualized Return (%) 5.67 -29.63 36.44 21.66 NA NA NA -6.15 -9.46 11.53 171.06 2.57 2.11 -38.53 25.56 18.46 32.14 2.03
Sharpe Ratio NA -0.43 0.40 0.30 NA NA NA -0.50 -0.15 0.16 1.99 0.64 1.40 -0.78 1.13 1.22 0.77 0.17
Standard Deviation(%) NA 73.41 76.11 59.07 NA NA NA 55.02 81.08 49.19 84.99 1.80 1.49 49.86 21.41 14.02 40.84 69.95
Draw Down(%) NA 52.28 52.28 52.28 NA NA NA 25.84 47.71 21.66 5.89 0.00 0.00 39.31 0.00 0.00 12.76 11.39
Yield(%) 0.00 1.10 3.10 2.80 2.51 1.68 1.26 0.70 1.04 1.02 2.25 2.47 2.13 0.95 1.37 1.53 1.58 0.00
Data as of 06/04/2026, Common starting date is 10/28/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
RPGRY (REA Group Limited) -13.65%
Oct 2019 – Oct 2022
-3.49%
Mar 2018 – Mar 2023
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
RPGRY (REA Group Limited) 58.19%
Nov 2021 – Nov 2024
31.23%
Aug 2020 – Aug 2025
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return