Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RBSPF (NatWest Group PLC) | -6.83% | 16.40% | 43.40% | 30.17% | 14.32% | 4.84% | NA | … | … |
Data as of 06/05/2026, Common starting date is 02/17/2009
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RBSPF (NatWest Group PLC) | 02/17/2009 | 06/05/2026 |
| 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 (%) | -2.96 | 16.40 | 43.40 | 30.17 | 14.32 | 4.84 | NA | … | … | -6.83 | 94.21 | 92.47 | -12.02 | 18.37 | 34.76 | -20.66 | 28.72 | -25.97 | 35.96 | -39.04 | -27.24 | 10.05 | 3.21 | 76.67 | -50.00 | 30.43 | 76.92 |
| Sharpe Ratio | NA | 0.32 | 0.70 | 0.52 | 0.23 | NA | NA | … | … | -0.42 | 1.72 | 1.29 | -0.33 | 0.28 | 0.69 | -0.25 | 0.59 | -0.66 | 1.03 | -0.69 | -1.00 | 0.32 | 0.08 | 1.34 | -0.75 | 0.52 | 0.88 |
| Standard Deviation(%) | NA | 42.98 | 57.54 | 55.82 | 55.60 | NA | NA | … | … | 42.30 | 53.45 | 68.99 | 47.95 | 59.77 | 49.99 | 82.67 | 46.55 | 41.52 | 34.31 | 57.03 | 27.21 | 31.21 | 40.06 | 57.62 | 66.28 | 58.00 | 103.56 |
| Draw Down(%) | NA | 23.99 | 34.67 | 38.23 | 67.92 | NA | NA | … | … | 23.99 | 17.20 | 19.58 | 38.23 | 29.66 | 14.81 | 62.07 | 37.64 | 42.69 | 13.83 | 56.62 | 30.56 | 20.81 | 30.00 | 36.17 | 66.67 | 35.23 | 53.12 |
| Yield(%) | 0.00 | 6.13 | 9.64 | 10.89 | 5.89 | 20.93 | 39.84 | … | … | 3.53 | 6.71 | 8.04 | 5.67 | 18.19 | 3.26 | 3.10 | 11.61 | 0.55 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/05/2026, 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 |
|---|---|---|---|---|
| RBSPF (NatWest Group PLC) |
-28.33%
Aug 2009 – Aug 2012 |
-21.09%
Apr 2015 – Apr 2020 |
-15.48%
Apr 2010 – Apr 2020 |
-2.14%
Aug 2009 – Aug 2024 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RBSPF (NatWest Group PLC) |
51.46%
Jun 2022 – Jun 2025 |
49.64%
Sep 2020 – Sep 2025 |
15.61%
Feb 2016 – Feb 2026 |
6.04%
Nov 2010 – Nov 2025 |
Annualized Rolling Returns Comparison Chart