Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RRETY (Robinsons Retail Holdings Inc) | 13.57% | -3.49% | -6.99% | -5.93% | -6.90% | NA | NA | … | … |
Data as of 05/29/2026, Common starting date is 03/10/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RRETY (Robinsons Retail Holdings Inc) | 03/10/2014 | 05/29/2026 |
| 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 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -3.49 | -6.99 | -5.93 | -6.90 | NA | NA | … | … | 13.57 | 0.54 | -12.91 | -22.94 | -23.62 | -12.22 | 6.84 | -7.04 | -24.72 | 44.33 | 7.44 | -20.69 | 13.04 |
| Sharpe Ratio | NA | -0.35 | -0.43 | -0.24 | -0.21 | NA | NA | … | … | 2.11 | -0.12 | -0.64 | -0.80 | -0.50 | -0.25 | 0.11 | -0.31 | -0.64 | 1.03 | 0.19 | -0.51 | 0.49 |
| Standard Deviation(%) | NA | 17.81 | 26.41 | 34.47 | 39.96 | NA | NA | … | … | 16.51 | 19.30 | 25.76 | 33.57 | 50.46 | 48.24 | 61.41 | 27.79 | 40.80 | 42.80 | 38.13 | 40.42 | 32.65 |
| Draw Down(%) | NA | 17.60 | 41.99 | 51.79 | 68.51 | NA | NA | … | … | 0.00 | 17.60 | 17.90 | 34.64 | 33.92 | 36.58 | 40.28 | 23.02 | 37.30 | 20.47 | 27.97 | 35.37 | 19.78 |
| Yield(%) | 0.00 | 0.00 | 2.65 | 2.76 | 1.32 | 1.04 | 0.78 | … | … | 0.00 | 6.08 | 4.99 | 3.75 | 2.89 | 0.00 | 1.40 | 0.91 | 0.66 | 0.97 | 0.95 | 0.65 | 0.59 |
Data as of 05/29/2026, Common starting date is 03/10/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RRETY (Robinsons Retail Holdings Inc) |
-21.63%
Jan 2021 – Jan 2024 |
-14.79%
Feb 2019 – Feb 2024 |
-9.41%
Feb 2015 – Feb 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RRETY (Robinsons Retail Holdings Inc) |
14.51%
Sep 2014 – Sep 2017 |
4.36%
Jan 2016 – Jan 2021 |
-4.68%
Sep 2014 – Sep 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart