Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RTLLF (RATIONAL Aktiengesellschaft) | 4.28% | -3.02% | 6.13% | -0.18% | 6.44% | 10.05% | NA | … | … |
Data as of 06/03/2026, Common starting date is 10/18/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RTLLF (RATIONAL Aktiengesellschaft) | 10/18/2010 | 06/03/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 4.38 | -3.02 | 6.13 | -0.18 | 6.44 | 10.05 | NA | … | … | 4.28 | -6.45 | 14.83 | 32.52 | -42.87 | 9.11 | 19.30 | 57.36 | -17.91 | 47.45 | 1.30 | 43.00 | -2.65 | 17.65 | 36.13 | 1.83 | 1.55 |
| Sharpe Ratio | NA | -0.09 | 0.08 | -0.07 | 0.12 | NA | NA | … | … | 0.17 | -0.24 | 0.28 | 0.54 | -0.68 | 0.24 | 0.45 | 2.18 | -0.54 | 2.66 | 0.04 | 2.05 | -0.10 | 0.62 | 1.22 | 0.05 | 0.17 |
| Standard Deviation(%) | NA | 41.63 | 43.33 | 49.34 | 41.63 | NA | NA | … | … | 48.64 | 39.06 | 40.34 | 54.39 | 65.65 | 37.50 | 42.53 | 25.64 | 35.59 | 17.66 | 27.23 | 20.92 | 27.21 | 28.59 | 29.76 | 38.70 | 43.73 |
| Draw Down(%) | NA | 21.57 | 31.75 | 62.93 | 62.93 | NA | NA | … | … | 21.57 | 23.48 | 19.26 | 27.99 | 58.01 | 25.97 | 45.32 | 8.42 | 34.48 | 8.96 | 20.06 | 5.17 | 20.41 | 20.23 | 13.40 | 25.82 | 15.58 |
| Yield(%) | 0.00 | 4.84 | 3.29 | 2.16 | 2.79 | 4.76 | 4.20 | … | … | 5.21 | 1.67 | 1.89 | 2.59 | 1.04 | 0.62 | 0.80 | 1.84 | 2.04 | 2.45 | 1.93 | 2.38 | 2.51 | 1.97 | 3.16 | 2.27 | 0.00 |
Data as of 06/03/2026, Common starting date is 10/18/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RTLLF (RATIONAL Aktiengesellschaft) |
-10.63%
Nov 2020 – Nov 2023 |
-4.26%
Sep 2017 – Sep 2022 |
4.29%
Mar 2016 – Mar 2026 |
9.68%
Mar 2011 – Mar 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RTLLF (RATIONAL Aktiengesellschaft) |
34.52%
Sep 2014 – Sep 2017 |
24.91%
Aug 2012 – Aug 2017 |
19.01%
Feb 2011 – Feb 2021 |
12.16%
Feb 2011 – Feb 2026 |
Annualized Rolling Returns Comparison Chart