Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RCLAX (CONSERVATIVE STRATEGY FUND CLASS A) | 1.43% | 7.97% | 6.38% | 0.58% | 2.37% | 2.57% | 3.18% | … | … |
Data as of 06/03/2026, Common starting date is 03/06/2003
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RCLAX (CONSERVATIVE STRATEGY FUND CLASS A) | 03/06/2003 | 06/03/2026 |
| 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 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 7.97 | 6.38 | 0.58 | 2.37 | 2.57 | 3.18 | … | … | 1.43 | 9.27 | 3.88 | 7.90 | -13.96 | -1.30 | 5.18 | 9.51 | -2.65 | 5.21 | 5.29 | -1.64 | 3.81 | 2.73 | 8.26 | 1.74 | 9.84 | 20.12 | -15.46 | 5.39 | 6.36 | 2.84 | 4.37 | 7.41 |
| Sharpe Ratio | NA | 1.32 | 0.64 | -0.30 | 0.13 | NA | NA | … | … | 0.30 | 1.36 | 0.05 | 0.67 | -1.86 | -0.19 | 0.50 | 3.54 | -1.73 | 2.56 | 1.33 | -0.43 | 1.44 | 0.82 | 3.31 | 0.35 | 2.27 | 2.92 | -1.87 | 0.62 | 1.06 | 0.24 | 1.20 | 2.78 |
| Standard Deviation(%) | NA | 4.29 | 5.45 | 6.28 | 5.82 | NA | NA | … | … | 5.17 | 4.72 | 5.48 | 6.41 | 8.31 | 6.90 | 9.81 | 2.27 | 2.33 | 1.78 | 3.82 | 3.84 | 2.63 | 3.31 | 2.50 | 4.89 | 4.30 | 6.86 | 8.74 | 3.66 | 2.78 | 2.39 | 2.81 | 3.01 |
| Draw Down(%) | NA | 3.75 | 6.62 | 22.48 | 22.48 | NA | NA | … | … | 3.75 | 3.75 | 3.47 | 7.10 | 18.32 | 5.68 | 14.66 | 0.72 | 4.37 | 0.81 | 2.74 | 4.70 | 1.98 | 4.38 | 2.04 | 4.79 | 2.61 | 8.73 | 21.85 | 1.83 | 1.67 | 1.72 | 3.21 | 2.59 |
| Yield(%) | 0.00 | 3.11 | 3.16 | 2.38 | 2.82 | 3.28 | 3.61 | … | … | 0.00 | 4.08 | 3.43 | 1.94 | 1.97 | 2.27 | 1.76 | 3.70 | 3.22 | 2.99 | 4.97 | 10.03 | 4.55 | 3.25 | 3.29 | 2.30 | 4.19 | 4.54 | 4.46 | 5.58 | 6.14 | 2.99 | 2.15 | 1.44 |
Data as of 06/03/2026, Common starting date is 03/06/2003
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RCLAX (CONSERVATIVE STRATEGY FUND CLASS A) |
-4.39%
Oct 2019 – Oct 2022 |
-1.61%
Sep 2017 – Sep 2022 |
0.62%
Oct 2013 – Oct 2023 |
1.83%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RCLAX (CONSERVATIVE STRATEGY FUND CLASS A) |
13.57%
Feb 2009 – Feb 2012 |
9.82%
Feb 2009 – Feb 2014 |
5.98%
Feb 2009 – Feb 2019 |
4.08%
May 2006 – May 2021 |
Annualized Rolling Returns Comparison Chart