Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RINIY (Rinnai Corp) | NA | 27.46% | 12.72% | NA | NA | NA | NA | … | … |
Data as of 09/26/2025, Common starting date is 10/12/2021
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RINIY (Rinnai Corp) | 10/12/2021 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 27.46 | 12.72 | NA | NA | NA | NA | … | … | 26.05 | 3.52 | 8.85 | -33.27 | 0.00 |
| Sharpe Ratio | NA | 0.87 | 0.53 | NA | NA | NA | NA | … | … | 1.04 | -0.01 | 0.76 | -0.80 | 0.00 |
| Standard Deviation(%) | NA | 27.99 | 17.64 | NA | NA | NA | NA | … | … | 32.61 | 10.41 | 6.86 | 43.51 | NA |
| Draw Down(%) | NA | 7.70 | 7.70 | NA | NA | NA | NA | … | … | 7.70 | 7.32 | 0.00 | 35.19 | 0.00 |
| Yield(%) | 0.00 | 2.25 | 1.74 | 0.79 | 0.39 | 0.26 | 0.20 | … | … | 1.15 | 1.91 | 1.66 | 1.05 | 0.00 |
Data as of 09/26/2025, Common starting date is 10/12/2021
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RINIY (Rinnai Corp) |
-9.06%
Nov 2021 – Nov 2024 |
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 |
|---|---|---|---|---|
| RINIY (Rinnai Corp) |
12.72%
Aug 2022 – Aug 2025 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart