Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RCLVX (CONSERVATIVE STRATEGY FUND CLASS R5) | 1.74% | 7.67% | 6.32% | 1.28% | 2.73% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 10/02/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RCLVX (CONSERVATIVE STRATEGY FUND CLASS R5) | 10/02/2014 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.11 | 7.67 | 6.32 | 1.28 | 2.73 | NA | NA | … | … | 1.74 | 6.15 | 3.77 | 7.62 | -14.04 | 3.05 | 5.21 | 9.31 | -2.74 | 5.35 | 5.20 | -1.77 | 1.20 |
| Sharpe Ratio | NA | 1.32 | 0.61 | -0.19 | 0.21 | NA | NA | … | … | 0.35 | 0.67 | 0.03 | 0.62 | -1.86 | 0.82 | 0.50 | 3.47 | -1.71 | 2.69 | 1.28 | -0.46 | 1.52 |
| Standard Deviation(%) | NA | 4.25 | 5.49 | 6.02 | 5.54 | NA | NA | … | … | 5.19 | 5.02 | 5.49 | 6.45 | 8.32 | 3.70 | 9.82 | 2.26 | 2.41 | 1.75 | 3.90 | 3.90 | 3.25 |
| Draw Down(%) | NA | 3.81 | 6.70 | 19.23 | 19.23 | NA | NA | … | … | 3.81 | 3.86 | 3.60 | 7.15 | 18.52 | 1.90 | 14.60 | 0.91 | 4.55 | 0.79 | 2.71 | 4.78 | 1.59 |
| Yield(%) | 0.00 | 2.87 | 2.95 | 3.04 | 3.15 | 2.79 | 2.09 | … | … | 0.00 | 3.80 | 3.21 | 1.74 | 1.82 | 6.45 | 2.03 | 3.47 | 3.06 | 3.04 | 4.78 | 9.80 | 3.90 |
Data as of 06/04/2026, Common starting date is 10/02/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RCLVX (CONSERVATIVE STRATEGY FUND CLASS R5) |
-3.03%
Oct 2019 – Oct 2022 |
-0.84%
Sep 2017 – Sep 2022 |
1.88%
Dec 2014 – Dec 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RCLVX (CONSERVATIVE STRATEGY FUND CLASS R5) |
7.73%
Sep 2022 – Sep 2025 |
4.53%
Jan 2016 – Jan 2021 |
3.28%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart