Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RCIAX (Resource Credit Income Fund Class A Shar) | 0.41% | 5.61% | 4.94% | 2.90% | 6.00% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 04/20/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RCIAX (Resource Credit Income Fund Class A Shar) | 04/20/2015 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.33 | 5.61 | 4.94 | 2.90 | 6.00 | NA | NA | … | … | 0.41 | 4.70 | 4.17 | 5.68 | -3.48 | 13.17 | 2.77 | 12.74 | -0.43 | 11.81 | 11.39 | -2.00 |
| Sharpe Ratio | NA | 1.30 | 0.58 | 0.14 | 1.00 | NA | NA | … | … | -0.87 | 0.69 | 0.17 | 0.67 | -1.59 | 6.02 | 0.24 | 4.29 | -0.65 | 4.64 | 1.96 | -1.37 |
| Standard Deviation(%) | NA | 2.45 | 2.82 | 2.86 | 4.41 | NA | NA | … | … | 2.67 | 2.63 | 3.27 | 3.05 | 3.10 | 2.18 | 10.67 | 2.63 | 2.80 | 2.41 | 5.69 | 2.08 |
| Draw Down(%) | NA | 1.36 | 3.29 | 5.63 | 20.27 | NA | NA | … | … | 1.36 | 3.04 | 1.58 | 2.63 | 5.43 | 0.60 | 20.27 | 1.15 | 5.54 | 0.62 | 6.12 | 2.20 |
| Yield(%) | 0.00 | 7.58 | 7.12 | 6.30 | 7.03 | 4.66 | 3.49 | … | … | 1.91 | 7.45 | 7.02 | 7.09 | 6.51 | 6.98 | 6.48 | 7.96 | 6.32 | 6.81 | 3.58 | 0.00 |
Data as of 06/04/2026, Common starting date is 04/20/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RCIAX (Resource Credit Income Fund Class A Shar) |
-0.96%
Mar 2017 – Mar 2020 |
3.52%
May 2015 – May 2020 |
5.66%
Jul 2015 – Jul 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RCIAX (Resource Credit Income Fund Class A Shar) |
11.31%
Feb 2016 – Feb 2019 |
9.69%
Feb 2016 – Feb 2021 |
6.84%
Apr 2016 – Apr 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart