Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RSTRF (Restaurant Brands International Limited Partnership) | 17.96% | 30.45% | 11.47% | 7.87% | NA | NA | NA | … | … |
Data as of 03/13/2026, Common starting date is 08/26/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RSTRF (Restaurant Brands International Limited Partnership) | 08/26/2016 | 03/13/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 30.45 | 11.47 | 7.87 | NA | NA | NA | … | … | 17.96 | 1.40 | -7.40 | 24.17 | 10.84 | 1.97 | -0.31 | 24.50 | -12.14 | 32.52 | 1.53 |
| Sharpe Ratio | NA | 1.06 | 0.28 | 0.20 | NA | NA | NA | … | … | 3.17 | -0.05 | -0.43 | 0.83 | 0.31 | 0.08 | -0.01 | 0.51 | -0.45 | 1.50 | 0.16 |
| Standard Deviation(%) | NA | 26.07 | 28.65 | 27.91 | NA | NA | NA | … | … | 40.17 | 29.11 | 26.63 | 24.91 | 30.61 | 23.97 | 78.43 | 44.91 | 29.92 | 21.33 | 26.00 |
| Draw Down(%) | NA | 8.78 | 26.57 | 29.44 | NA | NA | NA | … | … | 1.13 | 15.45 | 19.71 | 14.73 | 22.30 | 18.77 | 54.49 | 24.56 | 16.79 | 8.82 | 11.50 |
| Yield(%) | 0.00 | 3.84 | 3.06 | 3.12 | 3.65 | 2.43 | 1.82 | … | … | 0.00 | 4.17 | 1.50 | 3.43 | 3.59 | 3.48 | 3.27 | 3.92 | 2.91 | 1.64 | 0.70 |
Data as of 03/13/2026, Common starting date is 08/26/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RSTRF (Restaurant Brands International Limited Partnership) |
-8.56%
Jun 2019 – Jun 2022 |
-1.61%
Jun 2017 – Jun 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RSTRF (Restaurant Brands International Limited Partnership) |
21.03%
Mar 2020 – Mar 2023 |
13.66%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart