Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RTNTF (Rio Tinto Group) | 38.97% | 103.02% | 34.25% | 16.05% | 24.33% | 10.25% | NA | … | … |
Data as of 06/03/2026, Common starting date is 11/25/2009
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RTNTF (Rio Tinto Group) | 11/25/2009 | 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 | 2009 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.50 | 103.02 | 34.25 | 16.05 | 24.33 | 10.25 | NA | … | … | 38.97 | 58.30 | -12.73 | 20.49 | 20.74 | -12.96 | 34.76 | 40.54 | 2.41 | 41.92 | 37.90 | -23.36 | -19.72 | -7.54 | 13.43 | -27.95 | 33.44 | 1.94 |
| Sharpe Ratio | NA | 2.07 | 0.86 | 0.32 | 0.53 | NA | NA | … | … | 2.30 | 1.36 | -0.49 | 0.47 | 0.40 | -0.27 | 0.49 | 1.12 | 0.03 | 1.49 | 1.09 | -0.67 | -0.77 | -0.25 | 0.42 | -0.68 | 0.74 | 0.94 |
| Standard Deviation(%) | NA | 43.94 | 39.64 | 41.42 | 42.73 | NA | NA | … | … | 51.40 | 41.03 | 33.30 | 36.24 | 48.68 | 48.15 | 70.32 | 34.87 | 33.92 | 27.84 | 34.60 | 34.80 | 25.53 | 29.77 | 32.04 | 41.43 | 45.12 | 23.74 |
| Draw Down(%) | NA | 14.08 | 23.25 | 39.77 | 43.15 | NA | NA | … | … | 13.40 | 19.16 | 21.08 | 23.36 | 37.49 | 37.15 | 40.17 | 24.42 | 16.89 | 13.11 | 21.12 | 37.86 | 30.24 | 35.08 | 31.16 | 37.88 | 35.06 | 5.43 |
| Yield(%) | 0.00 | 13.69 | 11.61 | 7.44 | 17.66 | 5.48 | 5.55 | … | … | 6.35 | 12.94 | 8.70 | 6.95 | 6.66 | 4.36 | 8.27 | 13.24 | 7.61 | 7.66 | 5.47 | 7.92 | 4.75 | 2.57 | 2.34 | 1.28 | 1.41 | 0.00 |
Data as of 06/03/2026, Common starting date is 11/25/2009
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RTNTF (Rio Tinto Group) |
-22.69%
Jan 2013 – Jan 2016 |
-16.98%
Jan 2011 – Jan 2016 |
3.48%
Mar 2010 – Mar 2020 |
6.44%
Feb 2010 – Feb 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RTNTF (Rio Tinto Group) |
42.01%
Jan 2016 – Jan 2019 |
36.90%
Feb 2016 – Feb 2021 |
24.26%
May 2016 – May 2026 |
10.07%
May 2011 – May 2026 |
Annualized Rolling Returns Comparison Chart