Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RSKIA (Risk George Inds A) | 7.48% | 24.03% | 26.65% | 14.51% | 15.02% | 12.55% | 9.34% | … | … |
Data as of 06/05/2026, Common starting date is 09/03/2003
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RSKIA (Risk George Inds A) | 09/03/2003 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.64 | 24.03 | 26.65 | 14.51 | 15.02 | 12.55 | 9.34 | … | … | 7.48 | 8.02 | 42.36 | 25.46 | -23.06 | 50.59 | 8.60 | 21.23 | 4.81 | 7.44 | 13.21 | -6.13 | -3.49 | 32.47 | 25.19 | 21.77 | 24.91 | 47.46 | -54.13 | -17.20 | 13.64 | 22.86 | 10.54 | 83.87 |
| Sharpe Ratio | NA | 0.89 | 0.83 | 0.34 | 0.44 | NA | NA | … | … | 0.88 | 0.18 | 1.18 | 0.80 | -0.55 | 1.56 | 0.18 | 0.88 | 0.19 | 0.47 | 0.31 | -0.18 | -0.09 | 0.89 | 0.56 | 0.39 | 0.53 | 1.09 | -0.89 | -0.70 | 0.44 | 1.00 | 0.33 | 6.16 |
| Standard Deviation(%) | NA | 26.92 | 29.31 | 32.70 | 30.98 | NA | NA | … | … | 21.04 | 29.09 | 32.73 | 27.36 | 44.44 | 32.46 | 47.26 | 22.51 | 18.17 | 14.55 | 41.84 | 34.15 | 40.93 | 36.30 | 44.96 | 55.25 | 47.14 | 43.38 | 61.88 | 29.22 | 23.38 | 20.66 | 28.83 | 86.85 |
| Draw Down(%) | NA | 12.08 | 14.48 | 35.63 | 35.63 | NA | NA | … | … | 5.56 | 14.48 | 9.23 | 11.04 | 31.22 | 12.18 | 33.55 | 7.78 | 7.43 | 5.95 | 14.46 | 17.03 | 20.91 | 13.78 | 14.84 | 24.89 | 16.80 | 17.82 | 54.89 | 27.78 | 17.65 | 17.20 | 19.84 | 13.92 |
| Yield(%) | 0.00 | 6.33 | 8.13 | 6.10 | 7.59 | 7.66 | 5.56 | … | … | 0.00 | 5.88 | 7.91 | 6.10 | 4.11 | 4.96 | 4.35 | 4.79 | 4.58 | 4.34 | 4.67 | 4.10 | 3.58 | 4.29 | 8.33 | 4.13 | 4.71 | 5.07 | 2.61 | 1.99 | 2.00 | 1.61 | 1.79 | 0.00 |
Data as of 06/05/2026, Common starting date is 09/03/2003
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RSKIA (Risk George Inds A) |
-24.43%
Dec 2005 – Dec 2008 |
-10.13%
Dec 2003 – Dec 2008 |
2.34%
Jan 2006 – Jan 2016 |
5.57%
Mar 2005 – Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RSKIA (Risk George Inds A) |
30.90%
Dec 2008 – Dec 2011 |
30.05%
Dec 2008 – Dec 2013 |
16.01%
Jan 2016 – Jan 2026 |
15.08%
Dec 2008 – Dec 2023 |
Annualized Rolling Returns Comparison Chart