Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| RBCGX (REYNOLDS BLUE CHIP GROWTH FUND REYNOLDS BLUE CHIP GROWTH FUND) | 10.31% | 18.56% | 21.75% | 14.26% | 12.14% | 13.29% | 11.82% | 9.89% |
Data as of 07/03/2025, AR inception is 10/21/1988
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RBCGX (REYNOLDS BLUE CHIP GROWTH FUND REYNOLDS BLUE CHIP GROWTH FUND) | 10/21/1988 | 07/03/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 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 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.17 | 18.56 | 21.75 | 14.26 | 12.14 | 13.29 | 11.82 | 9.89 | 10.31 | 24.39 | 28.83 | -34.01 | -9.21 | 30.68 | 25.52 | -3.81 | 24.73 | -4.48 | 1.58 | 3.56 | 34.88 | 13.60 | -6.14 | 24.57 | 41.87 | -5.09 | 8.29 | 0.70 | -2.68 | -1.43 | 41.82 | -36.56 | -28.98 | -31.82 | 50.98 | 54.12 | 31.48 | 28.23 | 32.68 | -1.73 | -5.23 | 0.12 | 35.86 | 0.09 | 20.68 | 0.42 |
| Sharpe Ratio | NA | 0.73 | 0.99 | 0.63 | 0.53 | NA | NA | 0.37 | 0.90 | 0.84 | 1.53 | -1.46 | -0.32 | 0.85 | 1.57 | -0.23 | 2.42 | -0.42 | 0.10 | 0.26 | 2.53 | 0.86 | -0.22 | 1.04 | 1.76 | -1.43 | 0.57 | -0.17 | -0.35 | -0.09 | 1.60 | -1.04 | -0.83 | -0.91 | 1.90 | 2.02 | 1.26 | 1.55 | 2.07 | -0.40 | -0.62 | -0.19 | 2.22 | -0.33 | 1.28 | -1.18 |
| Standard Deviation(%) | NA | 20.88 | 19.15 | 20.22 | 20.08 | NA | NA | 20.89 | 20.75 | 21.17 | 16.18 | 24.34 | 28.87 | 35.59 | 15.37 | 22.04 | 10.02 | 11.02 | 15.46 | 13.80 | 13.76 | 15.80 | 28.23 | 23.60 | 23.68 | 4.18 | 9.26 | 15.17 | 13.76 | 25.79 | 25.71 | 36.20 | 38.04 | 39.43 | 25.09 | 25.15 | 22.11 | 15.83 | 13.96 | 11.68 | 11.74 | 11.97 | 14.41 | 15.63 | 11.73 | 2.75 |
| Draw Down(%) | NA | 17.27 | 17.37 | 33.72 | 33.72 | NA | NA | 77.12 | 17.27 | 15.39 | 12.94 | 35.20 | 27.96 | 29.41 | 9.79 | 25.42 | 4.31 | 10.94 | 12.00 | 9.12 | 6.50 | 12.71 | 25.84 | 18.87 | 12.45 | 5.17 | 6.41 | 18.82 | 15.09 | 34.49 | 15.99 | 49.56 | 48.20 | 42.97 | 13.80 | 21.97 | 12.18 | 9.00 | 5.86 | 11.31 | 13.18 | 11.42 | 6.08 | 17.31 | 7.18 | 1.49 |
| Yield(%) | 0.00 | 7.84 | 5.63 | 10.68 | 9.47 | 13.07 | 14.03 | 22.86 | 0.00 | 9.94 | 0.00 | 4.12 | 26.01 | 12.80 | 5.59 | 16.46 | 9.35 | 8.14 | 6.24 | 25.62 | 5.70 | 1.20 | 0.00 | 0.00 | 0.00 | 0.00 | 0.69 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.01 | 2.04 | 1.60 | 1.80 | 0.13 | 0.43 | 0.85 | 0.54 | 0.77 | 1.23 | 1.99 | 1.21 |
Data as of 07/03/2025, AR inception is 10/21/1988
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RBCGX (REYNOLDS BLUE CHIP GROWTH FUND REYNOLDS BLUE CHIP GROWTH FUND) |
-34.29%
Mar 2000 - Mar 2003 |
-18.32%
Mar 2000 - Mar 2005 |
-5.30%
Mar 1999 - Mar 2009 |
0.65%
Mar 2000 - Mar 2015 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RBCGX (REYNOLDS BLUE CHIP GROWTH FUND REYNOLDS BLUE CHIP GROWTH FUND) |
47.06%
Mar 1997 - Mar 2000 |
39.38%
Mar 1995 - Mar 2000 |
22.08%
Mar 1990 - Mar 2000 |
13.82%
Aug 2006 - Aug 2021 |
Annualized Rolling Returns Comparison Chart