Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
RFGPD (Retail Food Group Limited) NA 19.76% -14.94% -16.74% NA NA NA
Data as of 03/21/2025, Common starting date is 04/24/2018
More Performance Analytics Comparison
Name Start Date End Date
RFGPD (Retail Food Group Limited) 04/24/2018 03/21/2025
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 19.76 -14.94 -16.74 NA NA NA 0.00 -11.11 200.00 -75.00 -25.00 -20.00 -52.38 -70.21
Sharpe Ratio NA 0.40 -0.17 -0.18 NA NA NA 0.00 -0.40 2.08 -0.46 -0.20 -0.91 -0.82 -0.90
Standard Deviation(%) NA 33.16 111.56 104.54 NA NA NA NA 44.54 95.50 165.58 125.39 22.27 65.56 93.96
Draw Down(%) NA 20.00 80.00 85.00 NA NA NA 0.00 25.78 14.29 81.25 62.50 20.00 52.38 70.21
Yield(%) 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00
Data as of 03/21/2025, Common starting date is 04/24/2018
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
RFGPD (Retail Food Group Limited) -52.85%
Jun 2018 – Jun 2021
-43.72%
May 2018 – May 2023
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
RFGPD (Retail Food Group Limited) -8.37%
Jul 2021 – Jul 2024
-16.74%
Aug 2019 – Aug 2024
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return