Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RELVX (EQUITY GROWTH STRATEGY FUND CLASS R5) | 9.94% | 24.09% | 17.37% | 8.82% | 9.20% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 10/02/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RELVX (EQUITY GROWTH STRATEGY FUND CLASS R5) | 10/02/2014 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.34 | 24.09 | 17.37 | 8.82 | 9.20 | NA | NA | … | … | 9.94 | 8.55 | 13.18 | 18.70 | -17.31 | 20.66 | 4.04 | 18.42 | -9.70 | 15.56 | 10.66 | -4.14 | 2.60 |
| Sharpe Ratio | NA | 2.10 | 1.15 | 0.44 | 0.52 | NA | NA | … | … | 1.81 | 0.34 | 0.88 | 1.29 | -0.89 | 1.72 | 0.14 | 2.07 | -1.10 | 2.51 | 0.83 | -0.32 | 0.95 |
| Standard Deviation(%) | NA | 10.71 | 12.59 | 14.65 | 14.80 | NA | NA | … | … | 12.81 | 16.98 | 10.80 | 11.76 | 21.24 | 11.97 | 27.78 | 8.19 | 10.14 | 5.97 | 12.56 | 13.20 | 11.57 |
| Draw Down(%) | NA | 8.77 | 15.29 | 25.53 | 32.53 | NA | NA | … | … | 8.77 | 15.29 | 6.95 | 10.46 | 25.53 | 5.20 | 32.53 | 5.25 | 17.15 | 1.90 | 10.97 | 13.84 | 5.43 |
| Yield(%) | 0.00 | 10.39 | 5.30 | 5.15 | 5.08 | 3.55 | 2.66 | … | … | 0.00 | 11.44 | 1.24 | 1.34 | 4.48 | 9.08 | 1.69 | 3.55 | 4.47 | 2.77 | 2.01 | 1.10 | 1.99 |
Data as of 06/04/2026, 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 |
|---|---|---|---|---|
| RELVX (EQUITY GROWTH STRATEGY FUND CLASS R5) |
-3.60%
Mar 2017 – Mar 2020 |
-0.43%
Mar 2015 – Mar 2020 |
5.71%
Apr 2015 – Apr 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RELVX (EQUITY GROWTH STRATEGY FUND CLASS R5) |
19.51%
Sep 2022 – Sep 2025 |
13.01%
Oct 2020 – Oct 2025 |
9.70%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart