Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| RCMFX (SCHWARTZ VALUE FOCUSED FUND SCHWARTZ VALUE FOCUSED FUND) | 12.23% | 26.30% | 15.75% | 19.96% | 10.37% | 9.52% | 6.97% | 7.73% |
Data as of 05/15/2025, AR inception is 12/13/1984
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RCMFX (SCHWARTZ VALUE FOCUSED FUND SCHWARTZ VALUE FOCUSED FUND) | 12/13/1984 | 05/15/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 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 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | 1987 | 1986 | 1985 | 1984 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 4.84 | 26.30 | 15.75 | 19.96 | 10.37 | 9.52 | 6.97 | 7.73 | 12.23 | 21.07 | -2.37 | 21.16 | 23.21 | 9.49 | 18.67 | -8.13 | 13.71 | 18.13 | -14.56 | -4.77 | 24.69 | 5.43 | 5.60 | 12.03 | 34.84 | -35.93 | -11.07 | 14.27 | 3.82 | 22.59 | 39.26 | -14.91 | 28.05 | 9.22 | -2.33 | -10.42 | 28.23 | 18.38 | 8.50 | -13.59 | 4.18 | 15.84 | 26.03 | -10.30 | -2.41 | 23.08 | 0.28 | 4.98 | 18.41 | 3.70 |
| Sharpe Ratio | NA | 0.67 | 0.49 | 0.72 | 0.41 | NA | NA | 0.31 | 1.11 | 0.57 | -0.39 | 0.74 | 0.99 | 0.27 | 1.32 | -0.63 | 1.61 | 1.22 | -0.93 | -0.41 | 2.38 | 0.44 | 0.29 | 0.88 | 1.30 | -1.07 | -1.04 | 0.98 | 0.15 | 1.82 | 2.68 | -0.83 | 1.31 | 0.34 | -0.47 | -0.98 | 2.62 | 1.80 | 0.46 | -1.49 | 0.15 | 1.14 | 1.39 | -0.82 | -0.65 | 1.76 | -0.18 | 0.07 | 1.96 | 9.83 |
| Standard Deviation(%) | NA | 30.03 | 24.11 | 23.88 | 21.29 | NA | NA | 17.09 | 30.30 | 25.40 | 17.06 | 26.94 | 23.37 | 33.58 | 13.09 | 15.08 | 8.17 | 14.74 | 15.77 | 11.72 | 10.36 | 12.24 | 19.38 | 13.50 | 26.70 | 34.32 | 13.56 | 11.32 | 11.34 | 11.87 | 14.41 | 19.19 | 20.02 | 15.28 | 11.73 | 14.04 | 9.38 | 8.19 | 10.07 | 11.09 | 13.89 | 11.68 | 15.99 | 18.89 | 12.45 | 10.44 | 21.17 | 12.15 | 6.75 | 12.64 |
| Draw Down(%) | NA | 31.92 | 31.92 | 31.92 | 38.53 | NA | NA | 58.77 | 15.84 | 27.75 | 14.21 | 16.77 | 14.99 | 38.52 | 12.88 | 22.59 | 5.56 | 9.54 | 19.29 | 14.75 | 6.02 | 9.49 | 13.51 | 11.87 | 26.44 | 47.67 | 19.13 | 9.47 | 8.04 | 8.23 | 14.95 | 30.97 | 17.73 | 9.49 | 14.89 | 28.53 | 5.94 | 7.99 | 9.73 | 16.80 | 10.12 | 4.45 | 8.04 | 25.12 | 9.92 | 1.44 | 19.87 | 7.60 | 1.54 | 0.00 |
| Yield(%) | 0.00 | 0.53 | 0.79 | 0.97 | 1.62 | 2.44 | 2.72 | 7.56 | 0.00 | 0.57 | 0.63 | 1.04 | 0.37 | 0.53 | 0.00 | 2.48 | 8.00 | 0.00 | 0.92 | 7.57 | 2.20 | 1.01 | 0.31 | 0.63 | 0.00 | 0.31 | 2.14 | 13.87 | 10.02 | 17.94 | 11.08 | 0.00 | 13.20 | 4.84 | 5.70 | 0.00 | 14.96 | 10.40 | 0.00 | 0.00 | 0.10 | 0.97 | 0.71 | 1.88 | 0.85 | 0.00 | 0.74 | 0.00 | 0.73 | 0.38 |
Data as of 05/15/2025, AR inception is 12/13/1984
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RCMFX (SCHWARTZ VALUE FOCUSED FUND SCHWARTZ VALUE FOCUSED FUND) |
-19.20%
Feb 2006 - Feb 2009 |
-8.52%
Feb 2004 - Feb 2009 |
0.36%
Jan 2006 - Jan 2016 |
1.47%
Mar 2005 - Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RCMFX (SCHWARTZ VALUE FOCUSED FUND SCHWARTZ VALUE FOCUSED FUND) |
28.66%
Mar 2020 - Mar 2023 |
23.71%
Mar 2020 - Mar 2025 |
12.28%
Nov 2014 - Nov 2024 |
11.21%
Nov 2009 - Nov 2024 |
Annualized Rolling Returns Comparison Chart