Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RPKIF (Richards Packaging Income Fund) | NA | 3.89% | -10.69% | -13.26% | 11.02% | 13.22% | NA | … | … |
Data as of 09/24/2025, Common starting date is 01/09/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RPKIF (Richards Packaging Income Fund) | 01/09/2007 | 09/24/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.16 | 3.89 | -10.69 | -13.26 | 11.02 | 13.22 | NA | … | … | 14.43 | -16.15 | -14.78 | -25.03 | -10.31 | 53.25 | 40.69 | 10.07 | 26.15 | 44.29 | 29.69 | 27.17 | 20.18 | 36.79 | -10.04 | 47.27 | 14.82 | -25.47 | 43.33 |
| Sharpe Ratio | NA | 0.35 | -0.67 | -0.62 | 0.31 | NA | NA | … | … | 0.76 | -1.00 | -1.06 | -0.84 | -0.35 | 0.88 | 2.12 | 0.26 | 2.53 | 1.61 | 1.29 | 1.66 | 1.84 | 2.09 | -0.37 | 2.13 | 0.17 | -0.49 | 2.48 |
| Standard Deviation(%) | NA | 23.21 | 21.10 | 25.03 | 30.72 | NA | NA | … | … | 22.86 | 22.85 | 18.03 | 30.04 | 31.40 | 59.87 | 18.50 | 33.66 | 10.15 | 27.35 | 22.98 | 16.40 | 10.93 | 17.75 | 27.38 | 22.19 | 87.16 | 53.47 | 16.76 |
| Draw Down(%) | NA | 19.39 | 44.97 | 63.71 | 63.71 | NA | NA | … | … | 11.85 | 20.04 | 25.36 | 29.03 | 24.52 | 36.02 | 8.69 | 24.35 | 1.56 | 15.93 | 12.82 | 5.85 | 4.19 | 5.73 | 29.42 | 4.04 | 64.88 | 44.27 | 5.50 |
| Yield(%) | 0.00 | 2.30 | 2.47 | 1.72 | 7.92 | 11.17 | 11.20 | … | … | 1.46 | 3.46 | 3.88 | 3.15 | 1.06 | 2.88 | 4.13 | 4.33 | 4.77 | 5.71 | 5.71 | 8.43 | 8.42 | 10.87 | 9.54 | 11.48 | 5.42 | 11.82 | 14.90 |
Data as of 09/24/2025, Common starting date is 01/09/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RPKIF (Richards Packaging Income Fund) |
-24.64%
Jun 2021 – Jun 2024 |
-8.99%
Aug 2020 – Aug 2025 |
8.39%
Apr 2015 – Apr 2025 |
12.99%
Aug 2010 – Aug 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RPKIF (Richards Packaging Income Fund) |
68.65%
Mar 2009 – Mar 2012 |
47.60%
Apr 2009 – Apr 2014 |
36.58%
Apr 2009 – Apr 2019 |
22.44%
May 2009 – May 2024 |
Annualized Rolling Returns Comparison Chart