Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| RCCEX (GLOBAL OPPORTUNISTIC CREDIT FUND CLASS E) | NA | -2.08% | 1.84% | 3.54% | NA | NA | NA | 4.09% |
Data as of 07/09/2020, AR inception is 10/04/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RCCEX (GLOBAL OPPORTUNISTIC CREDIT FUND CLASS E) | 10/04/2010 | 07/09/2020 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.29 | -2.08 | 1.84 | 3.54 | NA | NA | NA | 4.09 | -4.42 | 10.60 | -3.41 | 9.48 | 10.68 | -3.28 | 0.89 | -0.83 | 16.36 | 3.30 | -0.30 |
| Sharpe Ratio | NA | -0.33 | 0.14 | 0.54 | NA | NA | NA | 0.74 | -0.72 | 4.46 | -1.84 | 2.45 | 2.21 | -0.84 | 0.25 | -0.21 | 5.95 | 0.67 | -0.32 |
| Standard Deviation(%) | NA | 8.75 | 5.61 | 5.12 | NA | NA | NA | 4.54 | 12.03 | 2.06 | 2.57 | 3.62 | 4.72 | 3.93 | 3.43 | 4.07 | 2.76 | 4.87 | 4.02 |
| Draw Down(%) | NA | 19.48 | 19.48 | 19.48 | NA | NA | NA | 19.48 | 19.48 | 0.68 | 5.17 | 1.80 | 4.05 | 6.89 | 6.99 | 8.10 | 2.79 | 8.69 | 3.42 |
| Yield(%) | 0.29 | 5.00 | 5.09 | 4.40 | 4.68 | 3.12 | 2.34 | 5.20 | 1.34 | 5.92 | 5.07 | 4.12 | 4.13 | 3.66 | 5.83 | 4.52 | 7.56 | 6.28 | 0.00 |
Data as of 07/09/2020, AR inception is 10/04/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RCCEX (GLOBAL OPPORTUNISTIC CREDIT FUND CLASS E) |
-1.51%
Jan 2013 - Jan 2016 |
1.29%
Mar 2015 - Mar 2020 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RCCEX (GLOBAL OPPORTUNISTIC CREDIT FUND CLASS E) |
7.75%
Sep 2011 - Sep 2014 |
6.07%
Sep 2011 - Sep 2016 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart