Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RYDAF (Shell PLC) | 18.98% | 32.17% | 20.28% | 21.62% | 11.07% | 6.73% | NA | … | … |
Data as of 06/04/2026, Common starting date is 06/26/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RYDAF (Shell PLC) | 06/26/2008 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 3.21 | 32.17 | 20.28 | 21.62 | 11.07 | 6.73 | NA | … | … | 18.98 | 29.77 | -2.67 | 21.18 | 30.00 | 30.18 | -37.08 | 6.74 | -8.55 | 31.67 | 28.31 | -26.82 | -1.40 | 8.19 | -1.60 | 14.79 | 17.94 | 24.14 | -32.34 |
| Sharpe Ratio | NA | 0.84 | 0.39 | 0.48 | 0.24 | NA | NA | … | … | 0.77 | 0.70 | -0.17 | 0.50 | 0.65 | 0.93 | -0.61 | 0.21 | -0.33 | 1.58 | 0.84 | -0.89 | -0.07 | 0.51 | -0.09 | 0.51 | 0.62 | 0.66 | -0.89 |
| Standard Deviation(%) | NA | 35.94 | 37.45 | 38.13 | 37.28 | NA | NA | … | … | 39.49 | 38.44 | 37.74 | 35.22 | 43.96 | 32.46 | 60.61 | 24.86 | 30.33 | 19.77 | 33.27 | 30.14 | 19.27 | 15.90 | 17.66 | 28.95 | 28.65 | 36.33 | 60.06 |
| Draw Down(%) | NA | 11.78 | 18.74 | 27.14 | 66.59 | NA | NA | … | … | 11.78 | 18.38 | 18.74 | 14.30 | 27.14 | 16.58 | 63.02 | 15.25 | 22.03 | 8.98 | 18.73 | 32.57 | 24.62 | 11.83 | 16.09 | 21.41 | 19.59 | 28.60 | 43.53 |
| Yield(%) | 0.00 | 4.33 | 4.99 | 6.29 | 5.69 | 4.35 | 3.54 | … | … | 2.12 | 4.55 | 4.26 | 4.47 | 4.46 | 4.66 | 3.11 | 6.39 | 5.69 | 6.35 | 8.35 | 5.14 | 5.28 | 4.51 | 4.35 | 5.01 | 5.39 | 6.44 | 3.20 |
Data as of 06/04/2026, Common starting date is 06/26/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RYDAF (Shell PLC) |
-21.91%
Oct 2017 – Oct 2020 |
-8.13%
Oct 2015 – Oct 2020 |
-3.75%
Oct 2010 – Oct 2020 |
4.48%
Jul 2008 – Jul 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RYDAF (Shell PLC) |
42.23%
Sep 2020 – Sep 2023 |
28.90%
Oct 2020 – Oct 2025 |
11.85%
Mar 2016 – Mar 2026 |
8.52%
Apr 2009 – Apr 2024 |
Annualized Rolling Returns Comparison Chart