Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RBCP (RBC Bearings Inc) | NA | 14.24% | 7.53% | NA | NA | NA | NA | … | … |
Data as of 10/15/2024, Common starting date is 09/22/2021
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RBCP (RBC Bearings Inc) | 09/22/2021 | 10/15/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.13 | 14.24 | 7.53 | NA | NA | NA | NA | … | … | -1.58 | 32.25 | 2.83 | 3.05 |
| Sharpe Ratio | NA | 0.28 | 0.14 | NA | NA | NA | NA | … | … | -0.40 | 1.04 | 0.05 | 0.26 |
| Standard Deviation(%) | NA | 24.09 | 27.11 | NA | NA | NA | NA | … | … | 22.94 | 27.06 | 30.64 | 43.86 |
| Draw Down(%) | NA | 13.38 | 29.49 | NA | NA | NA | NA | … | … | 13.03 | 15.48 | 21.94 | 19.29 |
| Yield(%) | 0.00 | 4.43 | 4.45 | 2.96 | 1.48 | 0.99 | 0.74 | … | … | 2.92 | 4.85 | 4.71 | 1.49 |
Data as of 10/15/2024, Common starting date is 09/22/2021
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RBCP (RBC Bearings Inc) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RBCP (RBC Bearings Inc) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart