Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RLLWF (Reliance Worldwide Corporation Limited) | NA | -24.37% | 9.55% | 3.06% | NA | NA | NA | … | … |
Data as of 09/26/2025, Common starting date is 08/29/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RLLWF (Reliance Worldwide Corporation Limited) | 08/29/2016 | 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 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -24.37 | 9.55 | 3.06 | NA | NA | NA | … | … | -11.68 | 10.29 | 53.21 | -56.80 | 50.89 | 19.77 | -8.42 | 8.20 | 34.38 | -10.71 |
| Sharpe Ratio | NA | -0.54 | 0.14 | 0.02 | NA | NA | NA | … | … | -0.43 | 0.12 | 1.32 | -1.28 | 1.15 | 0.20 | -0.20 | 0.17 | 1.28 | -2.30 |
| Standard Deviation(%) | NA | 50.51 | 45.03 | 45.15 | NA | NA | NA | … | … | 43.45 | 55.39 | 37.79 | 45.19 | 44.93 | 97.53 | 49.04 | 40.26 | 26.47 | 12.38 |
| Draw Down(%) | NA | 40.07 | 40.07 | 58.52 | NA | NA | NA | … | … | 31.51 | 29.50 | 20.49 | 57.44 | 14.11 | 61.77 | 41.35 | 30.46 | 10.53 | 10.71 |
| Yield(%) | 0.00 | 2.07 | 4.55 | 3.42 | 2.88 | 1.92 | 1.44 | … | … | 2.41 | 3.36 | 7.16 | 2.16 | 1.85 | 2.50 | 2.54 | 1.69 | 2.67 | 0.00 |
Data as of 09/26/2025, Common starting date is 08/29/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RLLWF (Reliance Worldwide Corporation Limited) |
-20.40%
Mar 2017 – Mar 2020 |
-8.95%
Sep 2018 – Sep 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RLLWF (Reliance Worldwide Corporation Limited) |
37.32%
Apr 2020 – Apr 2023 |
23.68%
Apr 2020 – Apr 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart