Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| RELSX (EQUITY GROWTH STRATEGY FUND CLASS S) | 10.18% | 15.18% | 12.80% | 9.74% | 6.72% | 7.38% | 5.67% | 4.98% |
Data as of 07/25/2025, AR inception is 02/28/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RELSX (EQUITY GROWTH STRATEGY FUND CLASS S) | 02/28/2000 | 07/25/2025 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.64 | 15.18 | 12.80 | 9.74 | 6.72 | 7.38 | 5.67 | 4.98 | 10.18 | 13.67 | 19.15 | -19.48 | 14.67 | 4.41 | 18.91 | -9.38 | 16.12 | 11.12 | -3.74 | 3.39 | 19.83 | 14.89 | -6.84 | 14.09 | 31.09 | -42.00 | 7.72 | 18.93 | 10.26 | 15.08 | 34.50 | -18.86 | -11.93 | -2.63 |
| Sharpe Ratio | NA | 0.77 | 0.64 | 0.52 | 0.34 | NA | NA | 0.20 | 0.88 | 0.67 | 1.28 | -0.97 | 1.17 | 0.15 | 2.12 | -1.07 | 2.60 | 0.87 | -0.29 | 0.36 | 2.03 | 1.16 | -0.30 | 0.72 | 1.07 | -1.04 | 0.28 | 1.38 | 0.84 | 1.34 | 2.35 | -0.92 | -0.80 | -0.38 |
| Standard Deviation(%) | NA | 15.59 | 14.69 | 15.11 | 15.14 | NA | NA | 17.85 | 18.11 | 10.64 | 11.75 | 21.48 | 12.48 | 27.79 | 8.24 | 10.05 | 5.99 | 12.59 | 12.93 | 9.43 | 9.73 | 12.85 | 23.18 | 19.33 | 29.06 | 41.15 | 16.76 | 11.44 | 9.66 | 10.58 | 14.36 | 21.76 | 18.13 | 19.01 |
| Draw Down(%) | NA | 15.18 | 15.84 | 28.57 | 32.47 | NA | NA | 59.36 | 15.18 | 6.47 | 10.37 | 25.28 | 7.45 | 32.47 | 5.26 | 16.84 | 1.91 | 10.98 | 13.61 | 8.66 | 7.76 | 12.78 | 22.99 | 15.64 | 28.06 | 53.58 | 11.26 | 11.68 | 6.73 | 8.69 | 12.77 | 30.04 | 27.88 | 14.87 |
| Yield(%) | 0.00 | 0.99 | 1.31 | 2.11 | 2.74 | 3.30 | 3.24 | 3.03 | 0.57 | 1.43 | 1.56 | 1.95 | 2.89 | 1.96 | 3.53 | 4.50 | 2.90 | 2.37 | 1.50 | 2.61 | 2.37 | 1.59 | 1.05 | 1.52 | 2.13 | 5.67 | 8.26 | 6.05 | 1.90 | 1.31 | 1.55 | 0.42 | 1.92 | 9.08 |
Data as of 07/25/2025, AR inception is 02/28/2000
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RELSX (EQUITY GROWTH STRATEGY FUND CLASS S) |
-16.89%
Feb 2006 - Feb 2009 |
-5.90%
Feb 2004 - Feb 2009 |
0.13%
Aug 2000 - Aug 2010 |
2.03%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RELSX (EQUITY GROWTH STRATEGY FUND CLASS S) |
23.98%
Mar 2003 - Mar 2006 |
19.03%
Feb 2009 - Feb 2014 |
11.61%
Feb 2009 - Feb 2019 |
9.51%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart