Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RCLSX (CONSERVATIVE STRATEGY FUND CLASS S) | 0.97% | 7.31% | 6.38% | 0.60% | 2.50% | 2.78% | 3.38% | … | … |
Data as of 06/05/2026, Common starting date is 02/28/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RCLSX (CONSERVATIVE STRATEGY FUND CLASS S) | 02/28/2000 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.74 | 7.31 | 6.38 | 0.60 | 2.50 | 2.78 | 3.38 | … | … | 0.97 | 9.43 | 4.11 | 8.09 | -13.85 | -0.94 | 5.21 | 9.75 | -2.35 | 5.48 | 5.51 | -1.39 | 4.05 | 2.95 | 8.60 | 1.97 | 9.90 | 20.41 | -15.23 | 5.63 | 6.70 | 3.08 | 4.68 | 8.18 | 2.12 | 4.15 | 6.74 |
| Sharpe Ratio | NA | 1.06 | 0.56 | -0.31 | 0.15 | NA | NA | … | … | -0.04 | 1.38 | 0.09 | 0.69 | -1.85 | -0.17 | 0.50 | 3.59 | -1.52 | 2.71 | 1.38 | -0.36 | 1.52 | 0.93 | 3.34 | 0.40 | 2.28 | 2.92 | -1.84 | 0.68 | 1.17 | 0.33 | 1.28 | 2.46 | 0.28 | 0.40 | 0.79 |
| Standard Deviation(%) | NA | 4.39 | 5.53 | 6.31 | 5.71 | NA | NA | … | … | 5.33 | 4.75 | 5.45 | 6.46 | 8.30 | 5.57 | 9.91 | 2.31 | 2.46 | 1.79 | 3.83 | 3.89 | 2.66 | 3.14 | 2.58 | 4.88 | 4.30 | 6.95 | 8.78 | 3.64 | 2.83 | 2.46 | 2.89 | 3.04 | 3.44 | 4.31 | 4.77 |
| Draw Down(%) | NA | 3.79 | 6.60 | 22.37 | 22.37 | NA | NA | … | … | 3.79 | 3.91 | 3.38 | 7.00 | 18.30 | 5.66 | 14.53 | 0.72 | 4.26 | 1.00 | 2.61 | 4.60 | 2.00 | 4.35 | 2.03 | 4.70 | 2.60 | 8.68 | 21.77 | 1.82 | 1.57 | 1.64 | 3.24 | 2.11 | 3.54 | 3.11 | 2.63 |
| Yield(%) | 0.00 | 3.21 | 3.28 | 2.46 | 2.94 | 3.43 | 3.77 | … | … | 0.00 | 4.19 | 3.55 | 2.08 | 2.07 | 2.29 | 1.82 | 3.88 | 3.36 | 3.16 | 5.19 | 10.19 | 4.78 | 3.47 | 3.56 | 2.53 | 4.27 | 4.78 | 4.68 | 5.81 | 6.37 | 3.22 | 2.37 | 2.41 | 3.75 | 4.82 | 5.31 |
Data as of 06/05/2026, Common starting date is 02/28/2000
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RCLSX (CONSERVATIVE STRATEGY FUND CLASS S) |
-4.19%
Sep 2019 – Sep 2022 |
-1.40%
Oct 2017 – Oct 2022 |
0.84%
Oct 2013 – Oct 2023 |
2.06%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RCLSX (CONSERVATIVE STRATEGY FUND CLASS S) |
13.78%
Feb 2009 – Feb 2012 |
10.05%
Feb 2009 – Feb 2014 |
6.22%
Feb 2009 – Feb 2019 |
4.70%
Apr 2000 – Apr 2015 |
Annualized Rolling Returns Comparison Chart