Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RYCEF (Rolls-Royce Holdings PLC) | 6.40% | 39.25% | 106.76% | 60.27% | 7.20% | 4.13% | NA | … | … |
Data as of 06/10/2026, Common starting date is 02/17/2009
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RYCEF (Rolls-Royce Holdings PLC) | 02/17/2009 | 06/10/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -4.14 | 39.25 | 106.76 | 60.27 | 7.20 | 4.13 | NA | … | … | 6.40 | 122.72 | 85.04 | 243.24 | -33.13 | 10.67 | -83.11 | -13.98 | -5.31 | 36.20 | -2.96 | -35.55 | -35.20 | 51.68 | 29.04 | 16.42 | 24.94 | 75.00 |
| Sharpe Ratio | NA | 1.08 | 2.78 | 1.34 | 0.09 | NA | NA | … | … | 0.39 | 3.01 | 2.58 | 5.45 | -0.62 | 0.22 | -0.60 | -0.46 | -0.18 | 1.16 | -0.08 | -0.84 | -1.04 | 2.22 | 1.15 | 0.49 | 0.78 | 1.78 |
| Standard Deviation(%) | NA | 36.34 | 38.65 | 44.12 | 58.57 | NA | NA | … | … | 45.19 | 40.01 | 31.59 | 44.58 | 56.02 | 47.34 | 137.88 | 33.57 | 36.70 | 30.72 | 40.85 | 42.55 | 33.79 | 23.29 | 25.53 | 33.45 | 32.05 | 50.07 |
| Draw Down(%) | NA | 22.26 | 23.62 | 63.55 | 94.68 | NA | NA | … | … | 22.26 | 23.62 | 10.92 | 14.59 | 57.71 | 33.33 | 89.45 | 33.42 | 33.82 | 15.35 | 24.60 | 51.45 | 39.68 | 9.63 | 13.07 | 18.79 | 17.37 | 22.73 |
| Yield(%) | 0.00 | 1.08 | 3.67 | 2.64 | 0.49 | 0.74 | 1.27 | … | … | 0.42 | 1.96 | 0.00 | 0.00 | 0.00 | 0.00 | 0.78 | 0.39 | 0.43 | 0.44 | 0.51 | 0.06 | 0.01 | 1.57 | 3.58 | 0.00 | 0.00 | 0.00 |
Data as of 06/10/2026, Common starting date is 02/17/2009
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RYCEF (Rolls-Royce Holdings PLC) |
-57.61%
Oct 2017 – Oct 2020 |
-41.85%
Sep 2017 – Sep 2022 |
-24.55%
Sep 2012 – Sep 2022 |
-0.56%
Jul 2009 – Jul 2024 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RYCEF (Rolls-Royce Holdings PLC) |
178.54%
Sep 2022 – Sep 2025 |
75.48%
Oct 2020 – Oct 2025 |
10.87%
Mar 2009 – Mar 2019 |
4.87%
Feb 2011 – Feb 2026 |
Annualized Rolling Returns Comparison Chart