Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RCICX (Resource Credit Income Fund Class C) | 0.02% | 4.97% | 4.80% | 2.51% | 5.42% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 05/08/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RCICX (Resource Credit Income Fund Class C) | 05/08/2015 | 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 | 4.97 | 4.80 | 2.51 | 5.42 | NA | NA | … | … | 0.02 | 4.07 | 5.29 | 4.78 | -4.22 | 12.35 | 2.04 | 11.84 | -1.11 | 10.99 | 12.24 | -1.90 |
| Sharpe Ratio | NA | 1.02 | 0.56 | 0.00 | 0.88 | NA | NA | … | … | -1.22 | 0.45 | 0.63 | 0.37 | -1.81 | 5.77 | 0.17 | 3.91 | -0.90 | 4.30 | 2.11 | -1.15 |
| Standard Deviation(%) | NA | 2.49 | 2.66 | 2.76 | 4.34 | NA | NA | … | … | 2.67 | 2.68 | 2.64 | 3.05 | 3.14 | 2.14 | 10.68 | 2.65 | 2.79 | 2.41 | 5.71 | 2.56 |
| Draw Down(%) | NA | 1.50 | 3.27 | 6.24 | 20.37 | NA | NA | … | … | 1.50 | 3.27 | 1.13 | 2.67 | 6.01 | 0.58 | 20.37 | 1.21 | 5.68 | 0.62 | 6.23 | 2.20 |
| Yield(%) | 0.00 | 6.85 | 6.92 | 5.87 | 6.40 | 4.29 | 3.21 | … | … | 1.72 | 6.72 | 7.85 | 6.33 | 5.70 | 5.98 | 5.79 | 7.15 | 5.57 | 5.99 | 3.20 | 0.00 |
Data as of 06/04/2026, Common starting date is 05/08/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RCICX (Resource Credit Income Fund Class C) |
-1.70%
Mar 2017 – Mar 2020 |
2.51%
May 2021 – May 2026 |
5.14%
Jun 2015 – Jun 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RCICX (Resource Credit Income Fund Class C) |
11.05%
Feb 2016 – Feb 2019 |
9.20%
Feb 2016 – Feb 2021 |
6.24%
Jan 2016 – Jan 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart