Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RELUX (EQUITY GROWTH STRATEGY FUND CLASS R4) | NA | 22.19% | 5.95% | 8.35% | 6.95% | NA | NA | … | … |
Data as of 12/11/2024, Common starting date is 10/02/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RELUX (EQUITY GROWTH STRATEGY FUND CLASS R4) | 10/02/2014 | 12/11/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.31 | 22.19 | 5.95 | 8.35 | 6.95 | NA | NA | … | … | 17.60 | 19.01 | -17.11 | 21.06 | 4.23 | 18.73 | -9.48 | 15.88 | 10.90 | -3.91 | 2.69 |
| Sharpe Ratio | NA | 1.76 | 0.18 | 0.37 | 0.39 | NA | NA | … | … | 1.43 | 1.33 | -0.87 | 1.76 | 0.14 | 2.10 | -1.08 | 2.54 | 0.85 | -0.30 | 0.98 |
| Standard Deviation(%) | NA | 10.53 | 15.33 | 17.95 | 14.68 | NA | NA | … | … | 10.52 | 11.64 | 21.30 | 11.98 | 27.75 | 8.22 | 10.12 | 6.02 | 12.51 | 13.14 | 11.62 |
| Draw Down(%) | NA | 6.97 | 25.38 | 32.42 | 32.42 | NA | NA | … | … | 6.97 | 10.40 | 25.38 | 5.23 | 32.42 | 5.24 | 16.98 | 1.88 | 11.04 | 13.71 | 5.45 |
| Yield(%) | 0.00 | 1.08 | 4.51 | 4.32 | 3.83 | 2.61 | 1.96 | … | … | 1.05 | 1.51 | 4.51 | 9.13 | 1.88 | 3.56 | 4.51 | 2.87 | 2.24 | 1.36 | 2.08 |
Data as of 12/11/2024, 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 |
|---|---|---|---|---|
| RELUX (EQUITY GROWTH STRATEGY FUND CLASS R4) |
-3.37%
Mar 2017 – Mar 2020 |
-0.18%
Mar 2015 – Mar 2020 |
6.60%
Nov 2014 – Nov 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RELUX (EQUITY GROWTH STRATEGY FUND CLASS R4) |
14.42%
Dec 2018 – Dec 2021 |
9.97%
Jun 2016 – Jun 2021 |
6.60%
Nov 2014 – Nov 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart