Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RTPPF (Rio Tinto Group) | 37.13% | 91.48% | 28.40% | 12.28% | 22.85% | 9.46% | NA | … | … |
Data as of 06/05/2026, Common starting date is 02/17/2009
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RTPPF (Rio Tinto Group) | 02/17/2009 | 06/05/2026 |
| 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 (%) | 1.28 | 91.48 | 28.40 | 12.28 | 22.85 | 9.46 | NA | … | … | 37.13 | 46.60 | -17.00 | 12.81 | 16.72 | 0.57 | 34.13 | 33.83 | -2.39 | 46.46 | 37.53 | -33.97 | -14.42 | 0.46 | 20.59 | -29.83 | 32.50 | 157.64 |
| Sharpe Ratio | NA | 2.54 | 0.76 | 0.26 | 0.58 | NA | NA | … | … | 2.84 | 1.48 | -0.63 | 0.28 | 0.34 | 0.02 | 0.73 | 1.12 | -0.11 | 1.46 | 0.72 | -0.94 | -0.49 | 0.01 | 0.54 | -0.63 | 0.77 | 3.95 |
| Standard Deviation(%) | NA | 29.95 | 32.26 | 35.71 | 35.90 | NA | NA | … | … | 37.86 | 29.77 | 32.54 | 33.17 | 45.37 | 35.94 | 46.52 | 28.93 | 33.69 | 31.58 | 52.05 | 36.31 | 29.40 | 31.05 | 38.06 | 47.35 | 42.24 | 49.11 |
| Draw Down(%) | NA | 15.62 | 22.86 | 37.35 | 40.15 | NA | NA | … | … | 15.62 | 16.00 | 19.32 | 24.18 | 37.35 | 32.26 | 40.15 | 19.07 | 25.77 | 17.16 | 23.17 | 41.23 | 30.16 | 32.93 | 30.28 | 42.91 | 34.17 | 21.07 |
| Yield(%) | 0.00 | 6.91 | 6.83 | 6.24 | 16.44 | 5.35 | 10.82 | … | … | 3.11 | 6.47 | 5.94 | 5.69 | 10.97 | 12.20 | 6.55 | 8.22 | 5.57 | 6.23 | 5.54 | 5.47 | 4.07 | 2.10 | 2.24 | 1.11 | 1.07 | 1.99 |
Data as of 06/05/2026, Common starting date is 02/17/2009
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RTPPF (Rio Tinto Group) |
-20.98%
Jan 2013 – Jan 2016 |
-16.09%
Jan 2011 – Jan 2016 |
1.66%
Mar 2010 – Mar 2020 |
6.21%
Dec 2009 – Dec 2024 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RTPPF (Rio Tinto Group) |
37.93%
Jan 2016 – Jan 2019 |
35.29%
Feb 2016 – Feb 2021 |
22.59%
Jan 2016 – Jan 2026 |
12.38%
Apr 2009 – Apr 2024 |
Annualized Rolling Returns Comparison Chart