RIT Capital Partners | Performance

Overview Performance Charges & gearing Portfolio Management Structure

Data as at: 15/01/2021

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Performance (%)

Return type 1 year 3 years 5 years 10 years
RIT Capital Partners Share price total return -0.5 6.0 39.0 85.1
Flexible Investment AIC sector Share price total return -2.6 1.5 35.9 75.3
RIT Capital Partners NAV total return 9.7 23.9 50.3 102.6
Flexible Investment AIC sector NAV total return 1.7 14.3 41.7 99.8

Discrete annual performance (%)

Return type 15/01/16 - 17 15/01/17 - 18 15/01/18 - 19 15/01/19 - 20 15/01/20 - 21
RIT Capital Partners Share price total return 19.2 10.1 0.4 6.1 -0.5
RIT Capital Partners NAV total return 12.1 8.2 0.8 12.0 9.7

Interactive graph

Volatility

RIT Capital Partners Ord 3 months 6 months 1 year 3 years 5 years 10 years
Share price volatility 18.79 17.89 34.61 22.07 19.35 18.11
NAV volatility 14.25 10.07 11.42 7.56 6.72 8.09

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