Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RTRZY | NA | -43.61% | -16.75% | -10.06% | NA | NA | NA | … | … |
Data as of 09/26/2025, Common starting date is 06/08/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RTRZY | 06/08/2016 | 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 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -43.61 | -16.75 | -10.06 | NA | NA | NA | … | … | 1.99 | -43.87 | 0.78 | 1.99 | 0.00 | 0.00 | 0.00 | 0.00 |
| Sharpe Ratio | NA | -0.79 | -0.59 | -0.39 | NA | NA | NA | … | … | -0.12 | -0.85 | -4.52 | 0.31 | 0.00 | 0.00 | 0.00 | NA |
| Standard Deviation(%) | NA | 59.42 | 34.29 | 30.55 | NA | NA | NA | … | … | 2.31 | 59.17 | 0.78 | 1.98 | NA | NA | NA | 0.00 |
| Draw Down(%) | NA | 44.71 | 44.72 | 44.72 | NA | NA | NA | … | … | 0.00 | 44.72 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Yield(%) | 0.00 | 1.12 | 1.13 | 1.07 | 0.54 | 0.36 | 0.27 | … | … | 2.02 | 1.51 | 0.77 | 1.96 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 09/26/2025, Common starting date is 06/08/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RTRZY (RTRZY) |
-16.75%
Oct 2021 – Oct 2024 |
-10.42%
Oct 2019 – Oct 2024 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RTRZY (RTRZY) |
1.43%
Apr 2021 – Apr 2024 |
0.86%
May 2019 – May 2024 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart