Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RESCX (OPPORTUNITY FUND CLASS I SHARES) | NA | -65,218.11% | nan% | nan% | nan% | nan% | nan% | … | … |
Data as of 05/22/2025, Common starting date is 08/19/1997
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RESCX (OPPORTUNITY FUND CLASS I SHARES) | 08/19/1997 | 05/22/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 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 | 1998 | 1997 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -65,218.11 | nan | nan | nan | nan | nan | … | … | -61,431.31 | 12.29 | 24.76 | -25.39 | -48.40 | 21.62 | 34.34 | -8.82 | 30.16 | 2.84 | -4.49 | 7.36 | 37.06 | 18.85 | -0.37 | 30.61 | 42.04 | -40.94 | 23.81 | 14.64 | 13.01 | 11.93 | 39.12 | -33.14 | -1.31 | 4.40 | 47.95 | 13.44 | 0.90 |
| Sharpe Ratio | NA | -0.39 | 0.27 | -0.23 | -0.08 | NA | NA | … | … | -1.17 | 0.33 | 1.12 | -0.84 | -0.57 | 0.54 | 2.08 | -0.53 | 1.38 | 0.14 | -0.26 | 0.49 | 2.65 | 1.12 | -0.01 | 1.43 | 1.51 | -1.05 | 1.27 | 0.79 | 0.74 | 0.68 | 2.10 | -1.42 | -0.13 | 0.01 | 2.39 | 0.42 | -0.06 |
| Standard Deviation(%) | NA | 16.67 | 20.95 | 43.19 | 34.94 | NA | NA | … | … | 14.93 | 17.46 | 18.50 | 31.87 | 85.10 | 39.51 | 15.82 | 19.17 | 21.42 | 18.88 | 17.06 | 15.12 | 13.96 | 16.93 | 30.02 | 21.36 | 27.83 | 39.73 | 16.48 | 14.41 | 14.68 | 16.26 | 18.33 | 24.06 | 29.13 | 34.46 | 18.73 | 23.96 | 16.27 |
| Draw Down(%) | NA | 56,540.25 | 56,540.25 | 56,540.25 | 56,540.25 | NA | NA | … | … | 57,688.39 | 8.70 | 16.21 | 32.06 | 59.93 | 40.64 | 8.21 | 26.99 | 12.88 | 22.25 | 17.18 | 11.96 | 6.85 | 14.82 | 28.61 | 18.11 | 18.15 | 51.53 | 11.16 | 14.34 | 9.13 | 16.30 | 11.02 | 40.26 | 33.13 | 27.69 | 15.94 | 37.18 | 12.88 |
| Yield(%) | 0.00 | 100.15 | 43.98 | 30.63 | 17.28 | 21.13 | 15.70 | … | … | 94.22 | 0.00 | 0.00 | 0.00 | 61.98 | 11.62 | 8.63 | 16.41 | 16.46 | 11.00 | 0.00 | 22.14 | 12.69 | 5.08 | 14.60 | 3.07 | 0.00 | 1.98 | 33.04 | 17.23 | 3.60 | 0.00 | 0.00 | 0.00 | 0.00 | 17.62 | 11.80 | 12.56 | 10.49 |
Data as of 05/22/2025, Common starting date is 08/19/1997
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RESCX (OPPORTUNITY FUND CLASS I SHARES) |
-17.16%
Feb 2000 – Feb 2003 |
-2.08%
Feb 2000 – Feb 2005 |
1.82%
Aug 2000 – Aug 2010 |
6.13%
Jan 2001 – Jan 2016 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RESCX (OPPORTUNITY FUND CLASS I SHARES) |
31.76%
Feb 2009 – Feb 2012 |
27.99%
Feb 2009 – Feb 2014 |
16.88%
Feb 2009 – Feb 2019 |
14.99%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart
