Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RUBSF (Rubis) | NA | -1.17% | 12.53% | -1.18% | 4.64% | NA | NA | … | … |
Data as of 05/12/2025, Common starting date is 11/12/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RUBSF (Rubis) | 11/12/2014 | 05/12/2025 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -1.17 | 12.53 | -1.18 | 4.64 | NA | NA | … | … | 39.91 | -0.42 | -2.32 | 0.50 | -36.56 | -20.21 | 19.95 | -23.65 | 83.70 | 6.27 | 52.62 | -4.25 |
| Sharpe Ratio | NA | -0.07 | 0.20 | -0.10 | 0.07 | NA | NA | … | … | 0.77 | -0.14 | -0.22 | -0.03 | -1.44 | -0.38 | 1.12 | -0.71 | 0.92 | 0.40 | 2.37 | -1.61 |
| Standard Deviation(%) | NA | 104.65 | 40.22 | 36.57 | 44.21 | NA | NA | … | … | 191.25 | 49.74 | 30.20 | 33.28 | 25.33 | 54.16 | 16.52 | 35.23 | 90.88 | 14.98 | 22.23 | 17.54 |
| Draw Down(%) | NA | 29.96 | 36.30 | 52.36 | 76.37 | NA | NA | … | … | 2.00 | 36.30 | 28.81 | 30.89 | 40.76 | 46.44 | 16.77 | 35.26 | 44.91 | 9.97 | 9.26 | 5.77 |
| Yield(%) | 0.00 | 0.00 | 5.04 | 3.69 | 5.48 | 4.19 | 3.15 | … | … | 0.00 | 0.00 | 7.79 | 7.27 | 4.68 | 3.24 | 3.04 | 2.07 | 6.67 | 6.00 | 7.08 | 0.00 |
Data as of 05/12/2025, Common starting date is 11/12/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RUBSF (Rubis) |
-23.96%
Oct 2019 – Oct 2022 |
-23.32%
Aug 2017 – Aug 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RUBSF (Rubis) |
46.20%
Jan 2015 – Jan 2018 |
22.23%
Dec 2014 – Dec 2019 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart