Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RTOXF (Rotork plc) | -13.35% | -7.42% | -0.57% | -3.11% | 5.49% | NA | NA | … | … |
Data as of 06/03/2026, Common starting date is 08/06/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RTOXF (Rotork plc) | 08/06/2012 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -13.95 | -7.42 | -0.57 | -3.11 | 5.49 | NA | NA | … | … | -13.35 | 23.74 | -5.47 | 16.02 | -24.01 | 8.07 | 4.66 | 43.96 | -18.36 | 21.67 | 12.78 | -93.23 | -10.22 | 5.95 | 15.97 |
| Sharpe Ratio | NA | -0.20 | -0.06 | -0.08 | 0.08 | NA | NA | … | … | -0.50 | 0.43 | -0.20 | 0.26 | -0.48 | 0.22 | 0.08 | 1.07 | -0.50 | 0.35 | 0.26 | -0.41 | -0.23 | 0.30 | 2.81 |
| Standard Deviation(%) | NA | 50.61 | 56.97 | 52.42 | 51.14 | NA | NA | … | … | 63.53 | 49.69 | 61.48 | 45.02 | 53.07 | 35.81 | 58.52 | 39.88 | 39.49 | 60.30 | 47.93 | 225.86 | 43.80 | 19.63 | 16.08 |
| Draw Down(%) | NA | 27.48 | 27.48 | 50.44 | 52.23 | NA | NA | … | … | 27.48 | 19.35 | 23.57 | 22.32 | 50.44 | 17.56 | 49.15 | 15.98 | 38.33 | 33.33 | 19.55 | 94.09 | 34.82 | 10.90 | 6.24 |
| Yield(%) | 0.00 | 2.67 | 1.94 | 1.59 | 3.05 | 2.16 | 1.62 | … | … | 1.63 | 1.07 | 2.29 | 2.28 | 1.45 | 2.69 | 3.42 | 2.68 | 1.42 | 2.33 | 2.63 | 2.13 | 1.88 | 1.71 | 0.84 |
Data as of 06/03/2026, Common starting date is 08/06/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RTOXF (Rotork plc) |
-62.05%
Feb 2013 – Feb 2016 |
-40.03%
Dec 2013 – Dec 2018 |
-21.80%
Sep 2012 – Sep 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RTOXF (Rotork plc) |
27.83%
Sep 2022 – Sep 2025 |
21.02%
Feb 2016 – Feb 2021 |
10.85%
Jan 2016 – Jan 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart