Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RCLCX (CONSERVATIVE STRATEGY FUND CLASS C) | 1.60% | 7.38% | 5.70% | 0.73% | 2.13% | 2.19% | 2.69% | … | … |
Data as of 06/05/2026, Common starting date is 04/01/1999
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RCLCX (CONSERVATIVE STRATEGY FUND CLASS C) | 04/01/1999 | 06/05/2026 |
| 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 | 2002 | 2001 | 2000 | 1999 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.78 | 7.38 | 5.70 | 0.73 | 2.13 | 2.19 | 2.69 | … | … | 1.60 | 8.35 | 3.16 | 7.00 | -14.52 | 2.37 | 4.67 | 8.73 | -3.46 | 4.77 | 4.43 | -2.40 | 3.11 | 1.92 | 7.42 | 1.00 | 9.08 | 19.11 | -16.02 | 4.65 | 5.59 | 2.00 | 3.62 | 7.14 | 0.99 | 3.16 | 5.13 | 3.98 |
| Sharpe Ratio | NA | 1.40 | 0.56 | -0.26 | 0.11 | NA | NA | … | … | 0.69 | 1.18 | -0.08 | 0.52 | -1.92 | 0.63 | 0.45 | 3.28 | -2.02 | 2.18 | 1.11 | -0.63 | 1.18 | 0.58 | 2.92 | 0.20 | 2.11 | 2.71 | -1.95 | 0.42 | 0.77 | -0.11 | 0.93 | 2.14 | -0.05 | 0.19 | 0.19 | 0.60 |
| Standard Deviation(%) | NA | 4.25 | 5.48 | 6.03 | 5.55 | NA | NA | … | … | 5.05 | 4.66 | 5.55 | 6.47 | 8.34 | 3.72 | 9.87 | 2.22 | 2.41 | 1.89 | 3.81 | 3.88 | 2.61 | 3.23 | 2.54 | 4.93 | 4.25 | 7.01 | 8.67 | 3.58 | 2.84 | 2.45 | 2.82 | 3.01 | 3.41 | 3.86 | 4.68 | 3.17 |
| Draw Down(%) | NA | 3.88 | 6.87 | 19.74 | 19.74 | NA | NA | … | … | 3.88 | 3.84 | 3.66 | 7.63 | 18.81 | 2.06 | 14.68 | 0.83 | 5.09 | 0.73 | 2.76 | 5.01 | 2.15 | 4.41 | 2.15 | 5.00 | 2.72 | 8.88 | 22.10 | 1.93 | 1.67 | 1.82 | 3.31 | 2.26 | 3.67 | 3.03 | 2.90 | 2.33 |
| Yield(%) | 0.00 | 3.42 | 2.87 | 2.93 | 2.88 | 3.09 | 3.30 | … | … | 0.80 | 3.50 | 2.82 | 1.28 | 1.50 | 6.48 | 1.83 | 3.09 | 2.67 | 2.43 | 4.23 | 9.35 | 3.85 | 2.64 | 2.45 | 1.67 | 3.52 | 3.80 | 3.83 | 4.86 | 5.40 | 2.26 | 1.41 | 1.47 | 2.75 | 3.97 | 4.46 | 5.43 |
Data as of 06/05/2026, Common starting date is 04/01/1999
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RCLCX (CONSERVATIVE STRATEGY FUND CLASS C) |
-4.46%
Feb 2006 – Feb 2009 |
-1.70%
Feb 2004 – Feb 2009 |
0.37%
Oct 2013 – Oct 2023 |
1.40%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RCLCX (CONSERVATIVE STRATEGY FUND CLASS C) |
12.74%
Feb 2009 – Feb 2012 |
9.00%
Feb 2009 – Feb 2014 |
5.21%
Feb 2009 – Feb 2019 |
3.87%
Aug 1999 – Aug 2014 |
Annualized Rolling Returns Comparison Chart