Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| RALUX (GROWTH STRATEGY FUND CLASS R4) | NA | 20.81% | 5.28% | 7.85% | 6.38% | NA | NA | 6.57% |
Data as of 12/11/2024, AR inception is 10/02/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RALUX (GROWTH STRATEGY FUND CLASS R4) | 10/02/2014 | 12/11/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.30 | 20.81 | 5.28 | 7.85 | 6.38 | NA | NA | 6.57 | 16.41 | 17.41 | -16.50 | 18.11 | 6.37 | 15.67 | -7.61 | 13.89 | 9.54 | -3.52 | 2.49 |
| Sharpe Ratio | NA | 1.79 | 0.16 | 0.38 | 0.39 | NA | NA | 0.40 | 1.43 | 1.29 | -0.94 | 1.67 | 0.25 | 2.06 | -1.05 | 2.61 | 0.83 | -0.30 | 1.03 |
| Standard Deviation(%) | NA | 9.59 | 13.86 | 16.00 | 13.02 | NA | NA | 12.96 | 9.58 | 10.76 | 19.08 | 10.83 | 24.35 | 6.91 | 8.61 | 5.08 | 11.20 | 11.63 | 10.21 |
| Draw Down(%) | NA | 5.97 | 24.23 | 28.98 | 28.98 | NA | NA | 28.98 | 5.97 | 9.69 | 24.23 | 4.60 | 28.98 | 4.46 | 14.52 | 1.63 | 9.81 | 12.24 | 4.85 |
| Yield(%) | 0.00 | 1.79 | 6.69 | 6.24 | 5.33 | 3.62 | 2.72 | 5.43 | 1.74 | 1.52 | 3.43 | 18.12 | 0.71 | 6.85 | 6.19 | 6.53 | 5.33 | 1.39 | 2.17 |
Data as of 12/11/2024, AR inception is 10/02/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RALUX (GROWTH STRATEGY FUND CLASS R4) |
-2.57%
Mar 2017 - Mar 2020 |
0.04%
Mar 2015 - Mar 2020 |
6.07%
Nov 2014 - Nov 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RALUX (GROWTH STRATEGY FUND CLASS R4) |
13.27%
Dec 2018 - Dec 2021 |
9.19%
Jun 2016 - Jun 2021 |
6.07%
Nov 2014 - Nov 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart