Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RTO (Rentokil Initial PLC) | 2.23% | 28.31% | -7.76% | -0.91% | 10.45% | 11.05% | 5.86% | … | … |
Data as of 06/04/2026, Common starting date is 11/18/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RTO (Rentokil Initial PLC) | 11/18/1996 | 06/04/2026 |
| 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 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.46 | 28.31 | -7.76 | -0.91 | 10.45 | 11.05 | 5.86 | … | … | 2.23 | 19.64 | -9.77 | -5.92 | -22.26 | 14.36 | 17.88 | 42.51 | -0.10 | 63.05 | 16.89 | 30.56 | -0.50 | 22.74 | 70.73 | -36.58 | -18.85 | 190.25 | -71.62 | -21.97 | 19.55 | 1.89 | -12.13 | 0.19 | -10.53 | 18.28 | -8.65 | -50.97 | 72.22 | 18.03 | 8.25 |
| Sharpe Ratio | NA | 0.91 | -0.26 | -0.10 | 0.26 | NA | NA | … | … | 0.19 | 0.51 | -0.31 | -0.29 | -0.74 | 0.51 | 0.37 | 1.55 | -0.05 | 3.04 | 0.61 | 1.29 | -0.02 | 0.85 | 2.12 | -1.01 | -0.55 | 3.69 | -0.84 | -0.67 | 0.48 | -0.01 | -0.40 | -0.01 | -0.27 | 0.36 | -0.21 | -1.06 | 1.56 | 0.37 | 5.26 |
| Standard Deviation(%) | NA | 30.35 | 37.57 | 34.72 | 33.20 | NA | NA | … | … | 31.93 | 32.91 | 43.73 | 32.79 | 32.12 | 28.21 | 47.27 | 26.41 | 29.87 | 20.66 | 27.50 | 23.74 | 25.11 | 26.85 | 33.73 | 36.11 | 34.34 | 51.60 | 86.51 | 37.75 | 34.06 | 28.05 | 33.10 | 37.04 | 43.60 | 44.38 | 60.41 | 51.11 | 44.06 | 38.65 | 18.16 |
| Draw Down(%) | NA | 14.05 | 49.81 | 50.93 | 50.93 | NA | NA | … | … | 14.05 | 25.16 | 30.46 | 42.35 | 35.45 | 18.23 | 42.03 | 9.98 | 23.41 | 7.82 | 12.95 | 9.74 | 18.24 | 16.18 | 22.59 | 46.85 | 34.91 | 21.74 | 79.92 | 36.29 | 15.13 | 14.67 | 33.71 | 28.73 | 27.66 | 21.17 | 57.50 | 58.73 | 35.23 | 20.49 | 4.03 |
| Yield(%) | 0.00 | 2.89 | 1.51 | 1.60 | 3.27 | 4.26 | 2.37 | … | … | 1.38 | 2.61 | 2.13 | 1.58 | 1.08 | 1.42 | 0.72 | 1.46 | 1.27 | 1.67 | 1.81 | 2.29 | 2.09 | 2.08 | 3.14 | 0.00 | 0.00 | 0.00 | 4.93 | 4.47 | 4.56 | 4.63 | 3.32 | 2.87 | 2.08 | 1.11 | 0.93 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/04/2026, Common starting date is 11/18/1996
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RTO (Rentokil Initial PLC) |
-39.49%
Nov 2005 – Nov 2008 |
-28.97%
Nov 2003 – Nov 2008 |
-19.73%
Jan 1999 – Jan 2009 |
-8.41%
Jun 1998 – Jun 2013 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RTO (Rentokil Initial PLC) |
35.65%
Jan 2015 – Jan 2018 |
30.57%
Jul 2012 – Jul 2017 |
25.84%
Dec 2011 – Dec 2021 |
18.21%
Nov 2008 – Nov 2023 |
Annualized Rolling Returns Comparison Chart