Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RBGLY (Reckitt Benckiser Group PLC ADR) | -22.16% | -7.91% | -3.01% | -4.08% | -1.85% | 3.76% | NA | … | … |
Data as of 06/09/2026, Common starting date is 10/16/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RBGLY (Reckitt Benckiser Group PLC ADR) | 10/16/2008 | 06/09/2026 |
| 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 (%) | 1.89 | -7.91 | -3.01 | -4.08 | -1.85 | 3.76 | NA | … | … | -22.16 | 40.48 | -8.32 | 2.36 | -17.11 | -1.16 | 10.82 | 12.66 | -18.27 | 15.72 | -8.45 | 15.53 | 8.70 | 29.37 | 35.04 | -9.06 | 6.72 | 54.48 | -8.81 |
| Sharpe Ratio | NA | -0.50 | -0.30 | -0.28 | -0.15 | NA | NA | … | … | -1.78 | 1.75 | -0.39 | -0.07 | -0.71 | -0.06 | 0.36 | 0.50 | -0.69 | 0.83 | -0.41 | 0.78 | 0.35 | 1.51 | 1.75 | -0.33 | 0.25 | 1.49 | -0.46 |
| Standard Deviation(%) | NA | 22.31 | 25.07 | 24.41 | 24.38 | NA | NA | … | … | 26.81 | 21.53 | 30.78 | 17.80 | 26.28 | 21.36 | 29.16 | 22.38 | 28.61 | 18.18 | 21.22 | 19.86 | 24.84 | 19.48 | 20.14 | 27.61 | 26.18 | 36.43 | 79.07 |
| Draw Down(%) | NA | 30.13 | 32.47 | 39.15 | 43.51 | NA | NA | … | … | 30.13 | 13.97 | 29.43 | 19.53 | 24.72 | 19.49 | 23.22 | 14.65 | 28.36 | 19.91 | 19.66 | 11.47 | 13.61 | 9.41 | 12.73 | 14.93 | 20.11 | 19.72 | 20.46 |
| Yield(%) | 0.00 | 8.56 | 4.81 | 3.42 | 2.63 | 4.32 | 5.18 | … | … | 5.97 | 4.53 | 3.65 | 3.32 | 2.60 | 2.61 | 2.68 | 2.90 | 2.44 | 2.57 | 2.21 | 2.45 | 2.88 | 3.31 | 3.91 | 3.48 | 3.05 | 3.60 | 0.00 |
Data as of 06/09/2026, Common starting date is 10/16/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RBGLY (Reckitt Benckiser Group PLC ADR) |
-11.90%
Jun 2021 – Jun 2024 |
-4.99%
Mar 2019 – Mar 2024 |
-2.02%
Jul 2014 – Jul 2024 |
3.86%
May 2011 – May 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RBGLY (Reckitt Benckiser Group PLC ADR) |
25.63%
Jul 2012 – Jul 2015 |
21.24%
Dec 2008 – Dec 2013 |
11.64%
Mar 2009 – Mar 2019 |
7.56%
Dec 2008 – Dec 2023 |
Annualized Rolling Returns Comparison Chart