Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RCLRX (CONSERVATIVE STRATEGY FUND CLASS R1) | 1.84% | 8.10% | 6.80% | 0.89% | 2.74% | 2.99% | 3.28% | … | … |
Data as of 06/04/2026, Common starting date is 03/02/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RCLRX (CONSERVATIVE STRATEGY FUND CLASS R1) | 03/02/2006 | 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 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.11 | 8.10 | 6.80 | 0.89 | 2.74 | 2.99 | 3.28 | … | … | 1.84 | 9.56 | 4.21 | 8.22 | -13.67 | -0.92 | 5.40 | 9.90 | -2.25 | 5.92 | 5.65 | -1.25 | 4.19 | 3.12 | 8.70 | 2.25 | 9.85 | 20.43 | -15.23 | 5.73 | -1.01 |
| Sharpe Ratio | NA | 1.41 | 0.70 | -0.25 | 0.20 | NA | NA | … | … | 0.39 | 1.45 | 0.11 | 0.71 | -1.83 | -0.17 | 0.52 | 3.67 | -1.55 | 3.04 | 1.43 | -0.33 | 1.58 | 0.94 | 3.40 | 0.45 | 2.26 | 2.94 | -1.84 | 0.73 | -0.94 |
| Standard Deviation(%) | NA | 4.28 | 5.51 | 6.28 | 5.67 | NA | NA | … | … | 5.25 | 4.64 | 5.55 | 6.45 | 8.28 | 5.47 | 9.81 | 2.30 | 2.35 | 1.74 | 3.79 | 3.87 | 2.64 | 3.28 | 2.57 | 4.93 | 4.32 | 6.91 | 8.77 | 3.56 | 4.99 |
| Draw Down(%) | NA | 3.79 | 6.56 | 22.20 | 22.20 | NA | NA | … | … | 3.79 | 3.77 | 3.45 | 6.91 | 18.15 | 5.53 | 14.63 | 0.71 | 4.07 | 0.72 | 2.62 | 4.57 | 1.97 | 4.26 | 2.03 | 4.66 | 2.69 | 8.69 | 21.79 | 1.82 | 3.84 |
| Yield(%) | 0.00 | 3.31 | 3.40 | 2.54 | 3.06 | 3.57 | 3.61 | … | … | 0.00 | 4.32 | 3.65 | 2.21 | 2.15 | 2.32 | 1.90 | 4.03 | 3.47 | 3.59 | 5.32 | 10.34 | 4.92 | 3.63 | 3.75 | 2.71 | 4.32 | 4.79 | 4.69 | 5.81 | 0.00 |
Data as of 06/04/2026, Common starting date is 03/02/2006
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RCLRX (CONSERVATIVE STRATEGY FUND CLASS R1) |
-4.08%
Oct 2019 – Oct 2022 |
-1.28%
Sep 2017 – Sep 2022 |
1.00%
Oct 2013 – Oct 2023 |
2.20%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RCLRX (CONSERVATIVE STRATEGY FUND CLASS R1) |
13.88%
Feb 2009 – Feb 2012 |
10.16%
Feb 2009 – Feb 2014 |
6.37%
Feb 2009 – Feb 2019 |
4.46%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart