Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RMAX (RE/MAX Holdings, Inc.) | 22.79% | 18.12% | -20.97% | -21.71% | -12.35% | NA | NA | … | … |
Data as of 06/09/2026, Common starting date is 10/02/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RMAX (RE/MAX Holdings, Inc.) | 10/02/2013 | 06/09/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.19 | 18.12 | -20.97 | -21.71 | -12.35 | NA | NA | … | … | 22.79 | -28.58 | -19.20 | -25.77 | -36.50 | -13.88 | -2.74 | 28.28 | -35.47 | -12.28 | 52.39 | 21.22 | 7.75 | 18.76 |
| Sharpe Ratio | NA | 0.32 | -0.44 | -0.52 | -0.29 | NA | NA | … | … | 0.76 | -0.73 | -0.45 | -0.65 | -1.03 | -0.45 | -0.03 | 0.86 | -1.18 | -0.37 | 1.86 | 0.75 | 0.29 | 2.11 |
| Standard Deviation(%) | NA | 54.07 | 54.07 | 47.20 | 48.43 | NA | NA | … | … | 66.45 | 43.83 | 59.50 | 46.49 | 36.88 | 30.91 | 89.90 | 31.43 | 31.09 | 35.29 | 28.11 | 28.40 | 26.95 | 48.01 |
| Draw Down(%) | NA | 44.67 | 72.01 | 82.35 | 89.95 | NA | NA | … | … | 31.64 | 34.02 | 47.34 | 61.38 | 42.89 | 36.82 | 64.22 | 42.33 | 52.99 | 30.87 | 18.12 | 16.91 | 19.20 | 13.72 |
| Yield(%) | 0.00 | 0.00 | 0.40 | 1.20 | 1.44 | 2.23 | 1.67 | … | … | 0.00 | 0.00 | 0.00 | 3.64 | 3.02 | 2.63 | 2.35 | 2.68 | 1.65 | 1.29 | 1.64 | 6.06 | 0.81 | 0.00 |
Data as of 06/09/2026, Common starting date is 10/02/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RMAX (RE/MAX Holdings, Inc.) |
-40.53%
Apr 2021 – Apr 2024 |
-30.60%
Mar 2021 – Mar 2026 |
-14.68%
Mar 2016 – Mar 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RMAX (RE/MAX Holdings, Inc.) |
34.69%
Sep 2014 – Sep 2017 |
12.60%
Apr 2014 – Apr 2019 |
-5.45%
Dec 2013 – Dec 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart