Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RALCX (GROWTH STRATEGY FUND CLASS C) | 8.56% | 21.18% | 15.28% | 3.57% | 5.87% | 5.13% | 4.37% | … | … |
Data as of 06/04/2026, Common starting date is 02/23/1999
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RALCX (GROWTH STRATEGY FUND CLASS C) | 02/23/1999 | 06/04/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.31 | 21.18 | 15.28 | 3.57 | 5.87 | 5.13 | 4.37 | … | … | 8.56 | 16.77 | 11.33 | 16.49 | -19.91 | 1.63 | 5.45 | 14.69 | -8.26 | 12.83 | 8.75 | -4.26 | 2.66 | 15.31 | 12.56 | -6.22 | 13.10 | 28.02 | -36.63 | 6.24 | 14.69 | 7.56 | 12.01 | 27.67 | -14.47 | -9.00 | -4.58 | 15.51 |
| Sharpe Ratio | NA | 1.99 | 1.08 | 0.08 | 0.31 | NA | NA | … | … | 1.65 | 1.04 | 0.78 | 1.23 | -1.11 | 0.10 | 0.21 | 1.91 | -1.13 | 2.39 | 0.77 | -0.37 | 0.32 | 1.82 | 1.19 | -0.32 | 0.84 | 1.20 | -1.16 | 0.24 | 1.22 | 0.68 | 1.28 | 2.40 | -0.98 | -0.82 | -0.59 | 1.46 |
| Standard Deviation(%) | NA | 9.82 | 11.45 | 14.40 | 13.76 | NA | NA | … | … | 11.85 | 13.47 | 9.83 | 10.56 | 19.32 | 16.57 | 24.39 | 6.91 | 8.54 | 5.12 | 11.14 | 11.51 | 8.35 | 8.40 | 10.60 | 19.54 | 15.47 | 23.33 | 32.27 | 13.16 | 9.30 | 7.78 | 8.60 | 11.24 | 15.89 | 14.21 | 14.97 | 10.17 |
| Draw Down(%) | NA | 8.16 | 13.76 | 34.21 | 34.21 | NA | NA | … | … | 8.16 | 13.76 | 5.99 | 9.91 | 24.69 | 14.97 | 29.09 | 4.50 | 15.10 | 1.69 | 9.85 | 12.47 | 7.89 | 7.16 | 10.82 | 20.09 | 12.54 | 23.68 | 47.14 | 8.92 | 9.34 | 5.44 | 7.70 | 10.38 | 24.47 | 22.86 | 12.13 | 8.00 |
| Yield(%) | 0.00 | 11.79 | 6.33 | 3.67 | 4.55 | 3.87 | 3.58 | … | … | 0.00 | 12.93 | 2.92 | 1.31 | 0.71 | 3.80 | 0.29 | 6.92 | 5.83 | 6.31 | 4.71 | 0.94 | 1.98 | 1.52 | 1.18 | 1.11 | 1.92 | 1.94 | 5.69 | 7.25 | 5.03 | 1.31 | 1.38 | 0.77 | 0.46 | 2.44 | 6.06 | 3.04 |
Data as of 06/04/2026, Common starting date is 02/23/1999
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RALCX (GROWTH STRATEGY FUND CLASS C) |
-14.45%
Feb 2006 – Feb 2009 |
-5.34%
Feb 2004 – Feb 2009 |
-0.81%
Mar 1999 – Mar 2009 |
0.82%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RALCX (GROWTH STRATEGY FUND CLASS C) |
20.66%
Feb 2009 – Feb 2012 |
16.16%
Feb 2009 – Feb 2014 |
9.49%
Feb 2009 – Feb 2019 |
6.94%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart