Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| RBSAX (Balanced Strategy Fund Class A1) | NA | -0.09% | -0.03% | NA | NA | NA | NA | 0.77% |
Data as of 01/07/2022, AR inception is 06/08/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RBSAX (Balanced Strategy Fund Class A1) | 06/08/2017 | 01/07/2022 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -0.09 | -0.03 | NA | NA | NA | NA | 0.77 | 0.00 | -0.09 | 0.00 | 0.00 | 0.00 | 3.21 |
| Sharpe Ratio | NA | -1.26 | -10.74 | NA | NA | NA | NA | -0.05 | NA | -1.25 | 0.00 | 0.00 | 0.00 | 1.24 |
| Standard Deviation(%) | NA | 0.09 | 0.05 | NA | NA | NA | NA | 1.42 | NA | 0.09 | NA | NA | NA | 4.05 |
| Draw Down(%) | NA | 0.09 | 0.09 | NA | NA | NA | NA | 1.45 | NA | 0.09 | 0.00 | 0.00 | 0.00 | 1.45 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.02 | 0.01 | 0.01 | 0.00 | 0.02 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.09 |
Data as of 01/07/2022, AR inception is 06/08/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RBSAX (Balanced Strategy Fund Class A1) |
-0.11%
Nov 2017 - Nov 2020 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RBSAX (Balanced Strategy Fund Class A1) |
0.77%
Jul 2017 - Jul 2020 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart