Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RSVR (Reservoir Media, Inc.) | 36.33% | 41.37% | 17.63% | NA | NA | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 07/29/2021
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RSVR (Reservoir Media, Inc.) | 07/29/2021 | 06/05/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 41.37 | 17.63 | NA | NA | NA | NA | … | … | 36.33 | -17.13 | 24.26 | 19.43 | -24.53 | -16.72 |
| Sharpe Ratio | NA | 1.29 | 0.43 | NA | NA | NA | NA | … | … | 2.96 | -0.67 | 0.48 | 0.47 | -0.42 | -0.88 |
| Standard Deviation(%) | NA | 30.00 | 33.46 | NA | NA | NA | NA | … | … | 35.01 | 30.15 | 36.98 | 32.33 | 61.55 | 105.84 |
| Draw Down(%) | NA | 12.27 | 28.48 | NA | NA | NA | NA | … | … | 7.80 | 23.98 | 23.41 | 28.44 | 55.10 | 23.13 |
| 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 |
Data as of 06/05/2026, Common starting date is 07/29/2021
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RSVR (Reservoir Media, Inc.) |
-8.10%
Mar 2022 – Mar 2025 |
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 |
|---|---|---|---|---|
| RSVR (Reservoir Media, Inc.) |
18.60%
Sep 2022 – Sep 2025 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart