Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
RSMDF (Resmed Inc DRC) -35.98% -21.75% -7.08% -5.03% 12.24% NA NA
Data as of 06/12/2026, Common starting date is 03/14/2013
More Performance Analytics Comparison
Name Start Date End Date
RSMDF (Resmed Inc DRC) 03/14/2013 06/12/2026
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 (%) -5.24 -21.75 -7.08 -5.03 12.24 NA NA -35.98 17.37 41.90 -23.17 -7.96 9.07 52.68 38.92 38.46 34.38 6.22 13.20 8.87 7.53
Sharpe Ratio NA -0.17 -0.06 -0.03 0.07 NA NA -0.35 0.05 1.03 -0.73 -0.02 0.28 0.91 1.44 1.22 1.18 0.31 0.36 0.74 0.03
Standard Deviation(%) NA 139.55 177.48 219.46 149.80 NA NA 186.06 277.15 38.35 36.94 366.03 34.43 57.62 26.05 30.46 28.73 19.26 36.29 11.92 357.94
Draw Down(%) NA 68.67 68.67 93.58 93.58 NA NA 68.67 60.30 7.44 40.52 92.43 21.39 32.08 11.71 13.74 8.07 13.47 22.80 6.73 90.11
Yield(%) 0.00 1.09 0.66 0.67 2.53 2.81 2.11 0.45 0.55 0.59 0.84 0.66 0.75 1.12 1.54 2.10 2.25 2.16 2.20 2.34 1.58
Data as of 06/12/2026, Common starting date is 03/14/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
RSMDF (Resmed Inc DRC) -47.65%
Apr 2013 – Apr 2016
-24.04%
Apr 2013 – Apr 2018
-5.48%
Apr 2013 – Apr 2023
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
RSMDF (Resmed Inc DRC) 43.49%
Nov 2017 – Nov 2020
39.72%
Sep 2016 – Sep 2021
21.13%
Mar 2015 – Mar 2025
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return