Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RGLXY (RTL Group SA ADR) | -17.41% | -12.90% | 0.34% | -3.58% | -3.59% | NA | NA | … | … |
Data as of 06/08/2026, Common starting date is 06/05/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RGLXY (RTL Group SA ADR) | 06/05/2013 | 06/08/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -12.25 | -12.90 | 0.34 | -3.58 | -3.59 | NA | NA | … | … | -17.41 | 40.08 | -1.95 | -3.52 | -13.78 | 16.79 | 6.61 | -15.55 | -27.27 | 19.93 | -5.10 | -9.95 | -22.29 | 70.58 |
| Sharpe Ratio | NA | -0.14 | -0.01 | -0.08 | -0.07 | NA | NA | … | … | -0.32 | 0.43 | -0.06 | -0.14 | -0.33 | 0.43 | 0.09 | -0.23 | -0.39 | 0.36 | -0.10 | -0.27 | -0.68 | 6.78 |
| Standard Deviation(%) | NA | 97.96 | 84.64 | 71.46 | 68.94 | NA | NA | … | … | 108.08 | 88.59 | 87.01 | 52.68 | 45.72 | 38.79 | 72.29 | 75.42 | 73.56 | 53.19 | 51.72 | 37.23 | 32.59 | 22.55 |
| Draw Down(%) | NA | 32.92 | 35.39 | 49.31 | 64.28 | NA | NA | … | … | 31.40 | 32.92 | 35.28 | 37.62 | 41.85 | 20.06 | 39.69 | 36.38 | 39.26 | 18.47 | 28.98 | 18.46 | 34.49 | 5.66 |
| Yield(%) | 0.00 | 0.00 | 4.75 | 4.98 | 3.52 | 4.40 | 3.30 | … | … | 0.00 | 8.73 | 8.20 | 9.41 | 10.11 | 7.44 | 0.00 | 6.17 | 5.83 | 6.44 | 5.62 | 5.25 | 6.67 | 4.13 |
Data as of 06/08/2026, Common starting date is 06/05/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RGLXY (RTL Group SA ADR) |
-24.54%
Apr 2017 – Apr 2020 |
-17.16%
Apr 2015 – Apr 2020 |
-6.86%
Nov 2014 – Nov 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RGLXY (RTL Group SA ADR) |
33.17%
Apr 2020 – Apr 2023 |
17.11%
Apr 2020 – Apr 2025 |
1.24%
Apr 2016 – Apr 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart