Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RY (Royal Bank of Canada) | 15.94% | 57.68% | 33.41% | 17.51% | 16.69% | 13.16% | 12.41% | … | … |
Data as of 06/04/2026, Common starting date is 10/16/1995
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RY (Royal Bank of Canada) | 10/16/1995 | 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 | 1995 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 3.22 | 57.68 | 33.41 | 17.51 | 16.69 | 13.16 | 12.41 | … | … | 15.94 | 46.26 | 23.79 | 12.21 | -7.95 | 34.16 | 8.39 | 20.57 | -11.95 | 25.33 | 31.83 | -19.25 | 6.64 | 15.98 | 23.32 | 1.17 | 1.34 | 89.15 | -39.37 | 10.64 | 25.99 | 51.41 | 16.90 | 35.17 | 18.03 | 0.51 | 60.91 | -11.75 | -5.66 | 51.43 | 52.17 | -1.08 |
| Sharpe Ratio | NA | 3.59 | 1.74 | 0.80 | 0.74 | NA | NA | … | … | 1.87 | 2.46 | 1.32 | 0.48 | -0.42 | 2.35 | 0.20 | 1.70 | -0.91 | 2.09 | 1.45 | -0.97 | 0.56 | 1.12 | 1.25 | 0.04 | 0.05 | 1.92 | -0.80 | 0.36 | 1.45 | 3.03 | 1.04 | 2.11 | 0.72 | -0.08 | 1.94 | -0.58 | -0.28 | 2.17 | 2.51 | -0.33 |
| Standard Deviation(%) | NA | 14.90 | 16.85 | 17.97 | 19.77 | NA | NA | … | … | 16.86 | 17.76 | 15.33 | 17.95 | 22.45 | 14.52 | 39.66 | 11.26 | 14.69 | 11.84 | 21.77 | 19.82 | 11.93 | 14.23 | 18.78 | 27.73 | 25.07 | 46.30 | 50.42 | 20.82 | 15.68 | 16.22 | 15.33 | 16.30 | 23.51 | 25.87 | 29.20 | 25.89 | 32.83 | 21.91 | 19.11 | 27.31 |
| Draw Down(%) | NA | 10.04 | 20.24 | 28.64 | 39.95 | NA | NA | … | … | 10.04 | 12.19 | 6.48 | 22.44 | 26.00 | 8.45 | 39.95 | 8.28 | 20.43 | 10.34 | 15.53 | 20.79 | 11.52 | 10.10 | 18.71 | 32.78 | 24.65 | 34.74 | 45.41 | 16.19 | 9.99 | 5.65 | 13.33 | 8.72 | 21.13 | 18.67 | 14.79 | 27.03 | 40.86 | 19.39 | 9.76 | 10.75 |
| Yield(%) | 0.00 | 3.61 | 4.66 | 3.90 | 5.90 | 5.84 | 6.96 | … | … | 1.39 | 3.60 | 4.07 | 4.25 | 3.62 | 4.25 | 3.98 | 4.81 | 4.66 | 4.22 | 4.65 | 3.54 | 3.84 | 4.04 | 4.37 | 4.02 | 3.56 | 5.70 | 3.73 | 3.59 | 3.21 | 4.26 | 4.18 | 4.62 | 4.69 | 4.26 | 5.33 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/04/2026, Common starting date is 10/16/1995
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RY (Royal Bank of Canada) |
-13.29%
Feb 2006 – Feb 2009 |
1.22%
Feb 2011 – Feb 2016 |
4.36%
Apr 2010 – Apr 2020 |
7.32%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RY (Royal Bank of Canada) |
40.83%
May 2004 – May 2007 |
32.17%
Sep 2002 – Sep 2007 |
25.17%
Feb 1996 – Feb 2006 |
20.66%
Apr 1996 – Apr 2011 |
Annualized Rolling Returns Comparison Chart