Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RCIIX (Resource Credit Income Fund Class I Shar) | 0.59% | 6.01% | 5.86% | 3.48% | 6.43% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 04/20/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RCIIX (Resource Credit Income Fund Class I 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 (%) | 0.44 | 6.01 | 5.86 | 3.48 | 6.43 | NA | NA | … | … | 0.59 | 4.98 | 6.29 | 5.85 | -3.44 | 13.43 | 3.14 | 13.01 | -0.15 | 12.10 | 11.66 | -2.00 |
| Sharpe Ratio | NA | 1.48 | 0.98 | 0.36 | 1.11 | NA | NA | … | … | -0.74 | 0.81 | 1.03 | 0.74 | -1.55 | 6.12 | 0.27 | 4.39 | -0.55 | 4.61 | 2.01 | -1.44 |
| Standard Deviation(%) | NA | 2.42 | 2.59 | 2.72 | 4.35 | NA | NA | … | … | 2.57 | 2.60 | 2.58 | 3.00 | 3.15 | 2.19 | 10.70 | 2.63 | 2.83 | 2.49 | 5.69 | 1.98 |
| Draw Down(%) | NA | 1.40 | 2.98 | 5.49 | 20.26 | NA | NA | … | … | 1.40 | 2.98 | 1.00 | 2.55 | 5.42 | 0.54 | 20.26 | 1.09 | 5.46 | 0.62 | 6.12 | 2.20 |
| Yield(%) | 0.00 | 7.84 | 7.99 | 6.78 | 7.42 | 4.93 | 3.70 | … | … | 1.97 | 7.71 | 9.14 | 7.35 | 6.57 | 7.04 | 6.71 | 8.21 | 6.59 | 7.10 | 3.64 | 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 |
|---|---|---|---|---|
| RCIIX (Resource Credit Income Fund Class I Shar) |
-0.69%
Mar 2017 – Mar 2020 |
3.51%
May 2021 – May 2026 |
5.80%
May 2015 – May 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RCIIX (Resource Credit Income Fund Class I Shar) |
11.56%
Feb 2016 – Feb 2019 |
9.97%
Feb 2016 – Feb 2021 |
7.12%
Jan 2016 – Jan 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart