Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RNSHF (Renishaw plc) | NA | 1.66% | 7.04% | -4.46% | 4.91% | NA | NA | … | … |
Data as of 09/26/2025, Common starting date is 02/20/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RNSHF (Renishaw plc) | 02/20/2013 | 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 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 1.66 | 7.04 | -4.46 | 4.91 | NA | NA | … | … | 8.01 | 9.63 | -3.40 | -45.10 | -6.94 | 68.89 | 4.39 | -32.71 | 139.45 | 7.34 | 13.04 | -13.88 | 7.29 |
| Sharpe Ratio | NA | -0.02 | 0.08 | -0.15 | 0.08 | NA | NA | … | … | 0.12 | 0.17 | -0.14 | -1.10 | -0.20 | 1.07 | 0.11 | -1.16 | 4.31 | 0.23 | 0.36 | -0.75 | 0.30 |
| Standard Deviation(%) | NA | 61.16 | 47.82 | 45.81 | 41.90 | NA | NA | … | … | 65.22 | 36.02 | 49.43 | 42.47 | 34.74 | 63.54 | 26.49 | 29.50 | 32.42 | 30.59 | 36.29 | 18.47 | 28.06 |
| Draw Down(%) | NA | 42.04 | 46.00 | 67.97 | 67.97 | NA | NA | … | … | 35.36 | 30.61 | 31.06 | 48.80 | 34.05 | 49.64 | 23.54 | 34.67 | 13.47 | 16.60 | 25.03 | 21.11 | 20.01 |
| Yield(%) | 0.00 | 2.15 | 2.11 | 1.10 | 1.80 | 1.63 | 1.22 | … | … | 0.51 | 2.13 | 1.83 | 0.95 | 0.85 | 0.27 | 1.25 | 0.83 | 1.71 | 1.64 | 1.79 | 1.35 | 1.57 |
Data as of 09/26/2025, Common starting date is 02/20/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RNSHF (Renishaw plc) |
-20.98%
Dec 2020 – Dec 2023 |
-9.53%
Dec 2017 – Dec 2022 |
-0.91%
Apr 2015 – Apr 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RNSHF (Renishaw plc) |
42.70%
Dec 2014 – Dec 2017 |
29.23%
Feb 2016 – Feb 2021 |
8.03%
Jul 2013 – Jul 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart