Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RBTEF (Robertet SA) | NA | 5.11% | 4.73% | -3.97% | NA | NA | NA | … | … |
Data as of 09/26/2025, Common starting date is 02/06/2018
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RBTEF (Robertet SA) | 02/06/2018 | 09/26/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 5.11 | 4.73 | -3.97 | NA | NA | NA | … | … | 6.29 | 3.29 | 7.81 | -25.81 | -0.30 | 59.17 | 40.90 | 4.49 |
| Sharpe Ratio | NA | 0.09 | 0.08 | -0.29 | NA | NA | NA | … | … | 0.36 | -0.02 | 0.23 | -0.83 | -0.02 | 1.37 | 1.58 | 0.97 |
| Standard Deviation(%) | NA | 22.18 | 16.92 | 21.46 | NA | NA | NA | … | … | 15.64 | 18.47 | 18.20 | 33.01 | 14.85 | 42.85 | 24.92 | 3.72 |
| Draw Down(%) | NA | 21.26 | 21.26 | 32.84 | NA | NA | NA | … | … | 6.39 | 15.88 | 13.46 | 25.81 | 9.47 | 10.99 | 2.72 | 0.00 |
| Yield(%) | 0.00 | 1.26 | 1.57 | 0.91 | 1.45 | 0.97 | 0.73 | … | … | 1.28 | 2.14 | 1.19 | 0.81 | 0.56 | 0.79 | 1.09 | 1.05 |
Data as of 09/26/2025, Common starting date is 02/06/2018
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RBTEF (Robertet SA) |
-10.06%
Sep 2020 – Sep 2023 |
-2.23%
Jan 2020 – Jan 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RBTEF (Robertet SA) |
35.17%
Aug 2018 – Aug 2021 |
14.17%
Mar 2018 – Mar 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart