Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RROYF (RE Royalties Ltd) | NA | -19.97% | -12.16% | -16.44% | NA | NA | NA | … | … |
Data as of 09/26/2025, Common starting date is 02/27/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RROYF (RE Royalties Ltd) | 02/27/2020 | 09/26/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 14.29 | -19.97 | -12.16 | -16.44 | NA | NA | NA | … | … | -22.26 | -5.68 | -31.52 | 3.79 | -25.44 | 24.29 |
| Sharpe Ratio | NA | -0.45 | -0.17 | -0.26 | NA | NA | NA | … | … | -0.58 | -0.12 | -0.35 | 0.06 | -0.63 | 0.62 |
| Standard Deviation(%) | NA | 51.50 | 89.48 | 72.39 | NA | NA | NA | … | … | 55.64 | 102.23 | 101.63 | 39.99 | 40.12 | 47.22 |
| Draw Down(%) | NA | 42.05 | 56.14 | 68.19 | NA | NA | NA | … | … | 42.05 | 54.98 | 54.64 | 35.70 | 31.75 | 21.81 |
| Yield(%) | 0.00 | 8.20 | 5.10 | 2.67 | 1.74 | 1.16 | 0.87 | … | … | 6.32 | 6.79 | 3.99 | 3.46 | 2.49 | 2.32 |
Data as of 09/26/2025, Common starting date is 02/27/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RROYF (RE Royalties Ltd) |
-26.08%
May 2021 – May 2024 |
-10.38%
Aug 2020 – Aug 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RROYF (RE Royalties Ltd) |
-0.88%
Jun 2020 – Jun 2023 |
-1.38%
Apr 2020 – Apr 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart