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
RYOTF NA 11.60% 12.31% 10.37% -14.14% NA NA
Data as of 09/26/2025, Common starting date is 02/25/2015
More Performance Analytics Comparison
Name Start Date End Date
RYOTF 02/25/2015 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
Annualized Return (%) 0.00 11.60 12.31 10.37 -14.14 NA NA 5.64 12.24 15.18 7.00 7.43 7.62 0.00 -89.36 12.14 32.19 89.21
Sharpe Ratio NA 1.10 1.16 1.21 NA NA NA 0.74 1.06 1.42 1.17 1.45 1.40 0.00 NA NA NA NA
Standard Deviation(%) NA 7.76 7.66 6.78 NA NA NA 6.42 8.14 8.17 4.80 5.11 5.24 NA NA NA NA NA
Draw Down(%) NA 0.00 0.00 0.00 250.00 NA NA 0.00 0.00 0.00 0.00 0.00 0.00 0.00 136.13 237.58 196.08 254.46
Yield(%) 0.00 10.68 11.17 9.55 231.38 184.63 138.47 5.34 11.22 13.35 6.65 7.04 7.21 0.00 816.33 518.05 376.77 359.71
Data as of 09/26/2025, Common starting date is 02/25/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
RYOTF (RYOTF) -50.26%
Sep 2018 – Sep 2021
-31.79%
Sep 2017 – Sep 2022
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
RYOTF (RYOTF) 12.31%
Mar 2022 – Mar 2025
10.37%
Mar 2020 – Mar 2025
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return