Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RTBBF (Rathbone Brothers Plc) | NA | -0.35% | 7.43% | 0.92% | NA | NA | NA | … | … |
Data as of 02/18/2025, Common starting date is 04/06/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RTBBF (Rathbone Brothers Plc) | 04/06/2017 | 02/18/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -0.35 | 7.43 | 0.92 | NA | NA | NA | … | … | 8.00 | -7.74 | 19.47 | 4.16 | 3.67 | -22.89 | -3.94 | -13.09 | 19.79 |
| Sharpe Ratio | NA | -0.29 | 0.42 | -0.05 | NA | NA | NA | … | … | NA | -1.33 | 1.25 | 0.91 | 1.38 | -0.61 | -0.35 | -0.56 | 1.87 |
| Standard Deviation(%) | NA | 13.28 | 10.46 | 19.02 | NA | NA | NA | … | … | 0.00 | 8.70 | 12.81 | 3.03 | 2.63 | 37.66 | 15.54 | 25.92 | 14.55 |
| Draw Down(%) | NA | 11.43 | 11.43 | 33.19 | NA | NA | NA | … | … | 0.00 | 11.43 | 0.00 | 0.00 | 0.00 | 36.74 | 14.43 | 26.90 | 0.77 |
| Yield(%) | 0.00 | 4.06 | 4.82 | 3.38 | 2.15 | 1.44 | 1.08 | … | … | 0.00 | 4.06 | 5.85 | 4.03 | 3.64 | 2.56 | 2.30 | 1.78 | 1.99 |
Data as of 02/18/2025, Common starting date is 04/06/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RTBBF (Rathbone Brothers Plc) |
-16.04%
Feb 2018 – Feb 2021 |
-8.57%
Feb 2018 – Feb 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RTBBF (Rathbone Brothers Plc) |
11.28%
Sep 2020 – Sep 2023 |
0.93%
Oct 2019 – Oct 2024 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart