Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RSG (Republic Services, Inc.) | -1.33% | -17.29% | 14.41% | 15.20% | 17.46% | 16.12% | 10.86% | … | … |
Data as of 06/04/2026, Common starting date is 07/01/1998
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RSG (Republic Services, Inc.) | 07/01/1998 | 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 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.07 | -17.29 | 14.41 | 15.20 | 17.46 | 16.12 | 10.86 | … | … | -1.33 | 6.44 | 23.03 | 29.64 | -6.16 | 47.03 | 9.53 | 26.62 | 8.85 | 20.96 | 32.86 | 13.16 | 24.76 | 16.60 | 9.98 | -5.02 | 8.25 | 17.98 | -18.86 | -21.62 | 9.91 | 13.61 | 32.45 | 22.78 | 5.06 | 16.19 | 20.61 | -22.71 | -27.70 |
| Sharpe Ratio | NA | -1.27 | 0.63 | 0.66 | 0.81 | NA | NA | … | … | -0.71 | 0.19 | 1.34 | 1.68 | -0.34 | 2.72 | 0.26 | 1.94 | 0.46 | 1.78 | 2.32 | 0.83 | 2.00 | 1.11 | 0.46 | -0.21 | 0.36 | 0.53 | -0.41 | -0.54 | 0.44 | 0.67 | 1.76 | 1.00 | 0.13 | 0.39 | 0.33 | -0.39 | -0.70 |
| Standard Deviation(%) | NA | 18.17 | 16.63 | 18.08 | 19.11 | NA | NA | … | … | 19.60 | 18.74 | 14.54 | 15.65 | 22.48 | 17.31 | 35.13 | 12.97 | 16.27 | 11.48 | 14.07 | 15.81 | 12.36 | 14.88 | 21.64 | 24.13 | 22.68 | 34.06 | 48.33 | 45.94 | 14.80 | 16.87 | 17.87 | 22.16 | 29.76 | 35.50 | 50.29 | 67.40 | 72.40 |
| Draw Down(%) | NA | 22.54 | 22.54 | 22.54 | 34.02 | NA | NA | … | … | 14.63 | 20.50 | 8.03 | 8.56 | 16.84 | 8.26 | 34.02 | 6.04 | 10.59 | 6.40 | 5.87 | 8.85 | 5.03 | 9.26 | 18.46 | 24.34 | 14.04 | 40.41 | 47.10 | 38.75 | 13.61 | 10.69 | 8.83 | 10.93 | 22.76 | 25.72 | 34.42 | 63.30 | 49.77 |
| Yield(%) | 0.00 | 0.97 | 1.58 | 1.94 | 3.66 | 5.11 | 4.86 | … | … | 0.59 | 1.18 | 1.00 | 1.60 | 1.41 | 1.89 | 1.85 | 2.18 | 2.16 | 2.34 | 2.87 | 3.60 | 3.28 | 3.35 | 3.30 | 2.80 | 2.72 | 3.03 | 2.35 | 1.90 | 1.57 | 1.57 | 1.38 | 0.57 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/04/2026, Common starting date is 07/01/1998
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RSG (Republic Services, Inc.) |
-24.50%
Mar 2006 – Mar 2009 |
-7.02%
Mar 2004 – Mar 2009 |
0.69%
May 1999 – May 2009 |
4.47%
Oct 1998 – Oct 2013 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RSG (Republic Services, Inc.) |
30.43%
Mar 2003 – Mar 2006 |
28.15%
Mar 2020 – Mar 2025 |
22.65%
May 2015 – May 2025 |
20.21%
Mar 2009 – Mar 2024 |
Annualized Rolling Returns Comparison Chart