Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RYCEY (Rolls Royce Holdings plc) | 8.87% | 40.86% | 112.70% | 62.47% | 17.26% | 10.96% | 10.46% | … | … |
Data as of 06/04/2026, Common starting date is 11/18/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RYCEY (Rolls Royce Holdings 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 (%) | -3.89 | 40.86 | 112.70 | 62.47 | 17.26 | 10.96 | 10.46 | … | … | 8.87 | 123.78 | 88.10 | 253.27 | -33.95 | 2.53 | -57.46 | -12.65 | -7.17 | 40.07 | -1.42 | -34.89 | -35.10 | 50.34 | 27.02 | 23.45 | 27.96 | 64.30 | -53.37 | 25.96 | 21.46 | 58.68 | 57.79 | 101.63 | -25.51 | -16.46 | -20.55 | -15.12 | 10.97 | -12.92 | 7.23 |
| Sharpe Ratio | NA | 1.41 | 2.93 | 1.46 | 0.28 | NA | NA | … | … | 0.74 | 3.17 | 2.69 | 5.77 | -0.67 | 0.06 | -0.40 | -0.51 | -0.27 | 1.48 | -0.04 | -0.94 | -1.11 | 2.36 | 1.06 | 0.71 | 0.87 | 1.40 | -0.91 | 0.77 | 0.62 | 2.19 | 1.90 | 2.09 | -0.42 | -0.30 | -0.40 | -0.38 | 0.16 | -0.41 | 1.89 |
| Standard Deviation(%) | NA | 37.30 | 38.57 | 42.99 | 58.24 | NA | NA | … | … | 49.42 | 38.33 | 31.40 | 43.89 | 52.89 | 44.96 | 145.05 | 27.48 | 31.40 | 26.80 | 37.29 | 37.00 | 31.64 | 21.31 | 25.67 | 33.12 | 32.06 | 45.95 | 59.85 | 29.83 | 29.05 | 25.73 | 29.85 | 48.23 | 63.81 | 64.23 | 61.30 | 48.19 | 47.71 | 40.28 | 42.09 |
| Draw Down(%) | NA | 21.75 | 23.40 | 61.93 | 88.89 | NA | NA | … | … | 21.75 | 23.40 | 10.87 | 15.41 | 56.65 | 35.29 | 82.71 | 31.66 | 33.36 | 14.33 | 24.02 | 50.94 | 39.09 | 10.93 | 12.51 | 16.73 | 14.83 | 35.66 | 64.98 | 20.62 | 20.00 | 10.18 | 13.82 | 43.72 | 51.01 | 52.60 | 42.19 | 35.53 | 40.00 | 23.60 | 8.77 |
| Yield(%) | 0.00 | 1.05 | 3.78 | 2.67 | 3.07 | 2.77 | 3.55 | … | … | 0.42 | 1.87 | 0.00 | 0.00 | 0.00 | 0.00 | 22.65 | 1.48 | 1.37 | 1.78 | 1.94 | 2.62 | 1.77 | 2.13 | 2.44 | 4.36 | 3.02 | 4.39 | 2.49 | 2.19 | 2.13 | 2.03 | 4.78 | 7.77 | 2.17 | 2.75 | 0.00 | 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 |
|---|---|---|---|---|
| RYCEY (Rolls Royce Holdings plc) |
-46.51%
Sep 2017 – Sep 2020 |
-29.76%
Sep 2017 – Sep 2022 |
-16.45%
Sep 2012 – Sep 2022 |
-8.93%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RYCEY (Rolls Royce Holdings plc) |
172.54%
Sep 2022 – Sep 2025 |
86.58%
Sep 2020 – Sep 2025 |
35.73%
Mar 2003 – Mar 2013 |
20.69%
Mar 2003 – Mar 2018 |
Annualized Rolling Returns Comparison Chart