Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RELRX (EQUITY GROWTH STRATEGY FUND CLASS R1) | 10.03% | 24.54% | 17.91% | 7.46% | 8.79% | 7.56% | 6.09% | … | … |
Data as of 06/04/2026, Common starting date is 03/06/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RELRX (EQUITY GROWTH STRATEGY FUND CLASS R1) | 03/06/2006 | 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 (%) | 0.32 | 24.54 | 17.91 | 7.46 | 8.79 | 7.56 | 6.09 | … | … | 10.03 | 19.31 | 13.67 | 19.30 | -19.42 | 14.75 | 4.51 | 19.06 | -9.32 | 16.22 | 11.18 | -3.66 | 3.52 | 19.93 | 15.25 | -6.82 | 14.06 | 31.11 | -41.95 | 7.63 | 12.70 |
| Sharpe Ratio | NA | 2.14 | 1.20 | 0.34 | 0.49 | NA | NA | … | … | 1.83 | 1.11 | 0.92 | 1.34 | -0.97 | 1.18 | 0.15 | 2.13 | -1.07 | 2.59 | 0.87 | -0.29 | 0.37 | 2.02 | 1.19 | -0.30 | 0.72 | 1.07 | -1.04 | 0.27 | 1.04 |
| Standard Deviation(%) | NA | 10.73 | 12.58 | 14.79 | 14.88 | NA | NA | … | … | 12.84 | 14.90 | 10.87 | 11.74 | 21.47 | 12.44 | 27.74 | 8.26 | 10.06 | 6.03 | 12.63 | 12.91 | 9.41 | 9.86 | 12.85 | 23.09 | 19.43 | 29.05 | 41.12 | 16.72 | 11.63 |
| Draw Down(%) | NA | 8.73 | 15.21 | 28.50 | 32.38 | NA | NA | … | … | 8.73 | 15.21 | 6.95 | 10.38 | 25.25 | 7.40 | 32.38 | 5.24 | 16.83 | 1.98 | 10.96 | 13.64 | 8.62 | 7.66 | 12.73 | 22.89 | 15.79 | 28.06 | 53.54 | 11.26 | 11.60 |
| Yield(%) | 0.00 | 9.94 | 5.30 | 3.64 | 4.18 | 3.98 | 3.63 | … | … | 0.00 | 11.02 | 1.48 | 1.61 | 1.99 | 2.94 | 2.04 | 3.54 | 4.53 | 2.93 | 2.44 | 1.58 | 2.75 | 2.50 | 1.72 | 1.07 | 1.50 | 2.15 | 5.68 | 8.26 | 5.52 |
Data as of 06/04/2026, Common starting date is 03/06/2006
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RELRX (EQUITY GROWTH STRATEGY FUND CLASS R1) |
-12.70%
Apr 2006 – Apr 2009 |
-4.26%
May 2007 – May 2012 |
2.81%
May 2007 – May 2017 |
2.11%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RELRX (EQUITY GROWTH STRATEGY FUND CLASS R1) |
23.84%
Feb 2009 – Feb 2012 |
19.15%
Feb 2009 – Feb 2014 |
11.71%
Feb 2009 – Feb 2019 |
9.60%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart