Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
RYLBF (Royal Bank of Canada (Montreal Quebec) Pfd Shs Ser AA) NA 10.76% NA NA NA NA NA
Data as of 09/26/2025, Common starting date is 11/22/2023
More Performance Analytics Comparison
Name Start Date End Date
RYLBF (Royal Bank of Canada (Montreal Quebec) Pfd Shs Ser AA) 11/22/2023 09/26/2025
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2025 2024 2023
Annualized Return (%) 0.00 10.76 NA NA NA NA NA 9.15 15.73 6.65
Sharpe Ratio NA 1.47 NA NA NA NA NA 1.64 2.00 6.39
Standard Deviation(%) NA 5.26 NA NA NA NA NA 5.88 6.04 13.68
Draw Down(%) NA 0.02 NA NA NA NA NA 0.02 0.02 0.00
Yield(%) 0.00 5.82 3.85 2.31 1.15 0.77 0.58 4.37 6.06 0.00
Data as of 09/26/2025, Common starting date is 11/22/2023
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
RYLBF (Royal Bank of Canada (Montreal Quebec) Pfd Shs Ser AA) 0.00%
NA
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
RYLBF (Royal Bank of Canada (Montreal Quebec) Pfd Shs Ser AA) 0.00%
NA
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return