Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RS (Reliance, Inc.) | 37.56% | 30.53% | 19.94% | 20.62% | 20.26% | 17.61% | 14.13% | … | … |
Data as of 06/05/2026, Common starting date is 09/16/1994
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RS (Reliance, Inc.) | 09/16/1994 | 06/05/2026 |
| 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 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 3.58 | 30.53 | 19.94 | 20.62 | 20.26 | 17.61 | 14.13 | … | … | 37.56 | 9.12 | -2.33 | 40.29 | 27.08 | 37.85 | 2.42 | 72.21 | -15.12 | 10.49 | 40.50 | -2.90 | -17.55 | 24.92 | 29.47 | -3.72 | 19.31 | 119.48 | -62.82 | 38.52 | 29.62 | 58.14 | 18.17 | 61.28 | -19.89 | 7.04 | 6.68 | 27.26 | -7.14 | -15.00 | 69.70 | 63.37 | -22.31 |
| Sharpe Ratio | NA | 1.17 | 0.58 | 0.61 | 0.63 | NA | NA | … | … | 3.95 | 0.24 | -0.21 | 1.53 | 0.76 | 1.32 | 0.05 | 2.74 | -0.64 | 0.44 | 1.41 | -0.10 | -0.85 | 1.07 | 0.99 | -0.09 | 0.49 | 1.76 | -0.69 | 0.98 | 0.62 | 1.63 | 0.44 | 1.58 | -0.52 | 0.12 | 0.06 | 0.68 | -0.29 | -0.40 | 2.05 | 1.99 | -1.53 |
| Standard Deviation(%) | NA | 25.53 | 26.13 | 27.97 | 29.58 | NA | NA | … | … | 24.71 | 26.39 | 28.61 | 24.25 | 33.69 | 28.63 | 45.91 | 25.79 | 25.79 | 22.47 | 28.52 | 29.22 | 20.68 | 23.21 | 30.04 | 43.47 | 39.29 | 67.90 | 92.17 | 36.20 | 42.33 | 34.31 | 39.45 | 38.44 | 40.68 | 38.42 | 43.46 | 35.27 | 36.67 | 46.08 | 31.87 | 29.91 | 40.48 |
| Draw Down(%) | NA | 22.30 | 22.30 | 22.32 | 40.83 | NA | NA | … | … | 19.05 | 22.30 | 21.44 | 16.25 | 22.32 | 20.24 | 40.83 | 11.09 | 27.18 | 19.69 | 19.91 | 18.54 | 23.39 | 12.42 | 22.15 | 46.36 | 35.54 | 26.21 | 83.80 | 31.95 | 39.90 | 25.69 | 20.56 | 36.34 | 42.05 | 29.88 | 23.61 | 32.89 | 37.61 | 34.92 | 15.74 | 18.75 | 32.31 |
| Yield(%) | 0.00 | 1.60 | 1.91 | 2.46 | 4.13 | 5.39 | 5.00 | … | … | 0.85 | 1.80 | 1.56 | 1.99 | 2.17 | 2.30 | 2.10 | 3.08 | 2.28 | 2.24 | 2.87 | 2.60 | 1.86 | 2.42 | 1.59 | 0.92 | 0.88 | 1.85 | 0.75 | 0.82 | 0.70 | 1.00 | 0.75 | 1.14 | 0.94 | 0.99 | 0.98 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/05/2026, Common starting date is 09/16/1994
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RS (Reliance, Inc.) |
-17.11%
Jan 2006 – Jan 2009 |
-9.48%
Mar 1998 – Mar 2003 |
3.14%
Jun 2008 – Jun 2018 |
8.19%
Sep 1996 – Sep 2011 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RS (Reliance, Inc.) |
85.41%
Mar 2003 – Mar 2006 |
52.43%
Mar 2003 – Mar 2008 |
26.44%
Mar 2003 – Mar 2013 |
21.54%
Dec 2008 – Dec 2023 |
Annualized Rolling Returns Comparison Chart