Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
RTMVF (Rightmove plc) NA 29.37% 6.05% 8.84% -13.88% NA NA
Data as of 04/24/2025, Common starting date is 10/18/2010
More Performance Analytics Comparison
Name Start Date End Date
RTMVF (Rightmove plc) 10/18/2010 04/24/2025
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 2016 2015 2014 2013 2012 2011 2010
Annualized Return (%) 0.00 29.37 6.05 8.84 -13.88 NA NA 9.34 12.83 -0.22 -23.65 18.64 2.19 48.78 -90.63 28.21 -20.93 77.77 -16.15 81.24 24.48 62.78 -3.07
Sharpe Ratio NA 0.68 0.06 0.20 -0.18 NA NA 1.58 0.19 -0.12 -0.66 0.98 0.02 1.75 -0.38 1.66 -0.48 2.81 -0.60 3.38 1.58 1.81 -2.88
Standard Deviation(%) NA 33.99 30.64 31.66 87.41 NA NA 19.31 33.26 36.32 38.25 19.03 100.07 27.08 242.67 16.73 44.47 27.71 26.92 23.99 15.56 34.60 4.90
Draw Down(%) NA 19.90 28.01 47.46 93.93 NA NA 3.48 19.90 25.13 37.12 7.58 54.05 11.93 92.02 6.31 27.35 7.91 26.32 1.60 8.52 17.76 3.07
Yield(%) 0.00 1.73 1.37 1.49 0.58 2.00 1.50 0.00 1.77 1.34 0.93 1.18 0.47 1.42 0.12 1.45 1.03 1.84 1.20 1.18 0.15 1.54 0.00
Data as of 04/24/2025, 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
RTMVF (Rightmove plc) -54.37%
Dec 2015 – Dec 2018
-36.52%
Jun 2018 – Jun 2023
-16.69%
Nov 2013 – Nov 2023
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
RTMVF (Rightmove plc) 54.28%
Dec 2010 – Dec 2013
40.49%
Dec 2010 – Dec 2015
-2.32%
Dec 2010 – Dec 2020
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return