Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RPRX (Royalty Pharma plc) | 43.77% | 68.06% | 21.38% | 6.47% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 06/16/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RPRX (Royalty Pharma plc) | 06/16/2020 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.99 | 68.06 | 21.38 | 6.47 | NA | NA | NA | … | … | 43.77 | 55.29 | -6.36 | -27.08 | 0.99 | -19.07 | 13.30 |
| Sharpe Ratio | NA | 3.33 | 0.86 | 0.28 | NA | NA | NA | … | … | 7.44 | 2.06 | -0.46 | -1.41 | -0.02 | -0.60 | 0.63 |
| Standard Deviation(%) | NA | 21.57 | 23.02 | 23.98 | NA | NA | NA | … | … | 19.99 | 25.56 | 21.60 | 22.02 | 24.05 | 31.93 | 40.57 |
| Draw Down(%) | NA | 7.38 | 26.46 | 43.44 | NA | NA | NA | … | … | 5.56 | 8.89 | 20.67 | 32.47 | 15.13 | 32.59 | 30.42 |
| Yield(%) | 0.00 | 2.72 | 2.59 | 1.81 | 1.06 | 0.71 | 0.53 | … | … | 1.21 | 3.41 | 2.97 | 2.03 | 1.93 | 1.45 | 0.67 |
Data as of 06/04/2026, Common starting date is 06/16/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RPRX (Royalty Pharma plc) |
-15.85%
Dec 2020 – Dec 2023 |
-2.83%
Dec 2020 – Dec 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RPRX (Royalty Pharma plc) |
22.62%
May 2023 – May 2026 |
9.34%
May 2021 – May 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart