Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RELCX (EQUITY GROWTH STRATEGY FUND CLASS C) | 9.66% | 23.32% | 16.71% | 6.01% | 7.47% | 6.28% | 4.91% | … | … |
Data as of 06/04/2026, Common starting date is 04/01/1999
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RELCX (EQUITY GROWTH STRATEGY FUND CLASS C) | 04/01/1999 | 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 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.33 | 23.32 | 16.71 | 6.01 | 7.47 | 6.28 | 4.91 | … | … | 9.66 | 18.04 | 12.47 | 17.96 | -20.76 | 12.48 | 3.42 | 17.74 | -10.27 | 14.94 | 10.05 | -4.74 | 2.38 | 18.57 | 13.90 | -7.90 | 13.53 | 29.79 | -42.52 | 6.55 | 17.74 | 9.15 | 14.06 | 33.02 | -18.89 | -12.83 | -7.52 | 18.77 |
| Sharpe Ratio | NA | 2.03 | 1.10 | 0.24 | 0.40 | NA | NA | … | … | 1.75 | 1.02 | 0.82 | 1.24 | -1.04 | 0.97 | 0.11 | 1.97 | -1.16 | 2.39 | 0.78 | -0.37 | 0.25 | 1.88 | 1.08 | -0.34 | 0.69 | 1.02 | -1.05 | 0.20 | 1.26 | 0.71 | 1.23 | 2.24 | -0.92 | -0.86 | -0.63 | 1.78 |
| Standard Deviation(%) | NA | 10.69 | 12.55 | 14.84 | 14.90 | NA | NA | … | … | 12.80 | 14.90 | 10.82 | 11.66 | 21.51 | 12.79 | 27.78 | 8.25 | 10.08 | 6.00 | 12.57 | 12.95 | 9.38 | 9.86 | 12.91 | 23.16 | 19.37 | 29.16 | 41.14 | 16.75 | 11.37 | 9.67 | 10.65 | 14.41 | 21.67 | 18.08 | 18.73 | 12.49 |
| Draw Down(%) | NA | 8.83 | 15.30 | 29.84 | 32.51 | NA | NA | … | … | 8.83 | 15.30 | 7.02 | 10.54 | 25.81 | 8.40 | 32.51 | 5.30 | 17.62 | 1.88 | 11.08 | 13.96 | 8.85 | 7.82 | 12.95 | 23.32 | 15.52 | 28.25 | 53.98 | 11.26 | 11.72 | 6.87 | 8.92 | 12.92 | 29.71 | 28.37 | 15.55 | 9.74 |
| Yield(%) | 0.00 | 11.55 | 5.63 | 3.62 | 3.91 | 3.45 | 3.18 | … | … | 0.00 | 12.64 | 1.04 | 1.17 | 1.90 | 2.55 | 1.45 | 3.70 | 4.54 | 2.69 | 1.60 | 0.66 | 2.10 | 1.98 | 1.07 | 0.97 | 1.85 | 1.74 | 5.41 | 8.22 | 5.56 | 1.36 | 0.85 | 0.81 | 1.14 | 1.57 | 8.44 | 3.27 |
Data as of 06/04/2026, 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 |
|---|---|---|---|---|
| RELCX (EQUITY GROWTH STRATEGY FUND CLASS C) |
-17.69%
Feb 2006 – Feb 2009 |
-6.82%
Feb 2004 – Feb 2009 |
-1.01%
Jun 1999 – Jun 2009 |
0.98%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RELCX (EQUITY GROWTH STRATEGY FUND CLASS C) |
22.80%
Mar 2003 – Mar 2006 |
17.93%
Feb 2009 – Feb 2014 |
10.54%
Feb 2009 – Feb 2019 |
8.33%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart