Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| REUYX (U.S. DEFENSIVE EQUITY FUND CLASS Y) | 6.74% | -0.01% | 2.91% | -1.15% | 4.77% | 8.01% | 4.32% | 2.78% |
Data as of 07/25/2025, AR inception is 04/05/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| REUYX (U.S. DEFENSIVE EQUITY FUND CLASS Y) | 04/05/2000 | 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 (%) | 1.43 | -0.01 | 2.91 | -1.15 | 4.77 | 8.01 | 4.32 | 2.78 | 6.74 | 2.29 | 12.31 | -23.08 | 1.86 | -1.55 | 30.51 | -2.33 | 18.45 | 10.52 | 2.50 | 13.07 | 30.75 | 11.78 | 4.60 | 12.49 | 23.21 | -37.68 | -8.23 | 4.50 | 2.99 | 9.58 | 28.42 | -23.41 | -10.99 | -13.25 |
| Sharpe Ratio | NA | -0.27 | 0.01 | -0.15 | 0.15 | NA | NA | 0.07 | 0.33 | -0.23 | 0.59 | -0.94 | 0.07 | -0.05 | 2.68 | -0.25 | 1.25 | 0.97 | 0.18 | 1.26 | 3.00 | 0.94 | 0.19 | 0.70 | 0.87 | -0.95 | -0.56 | 0.09 | 0.07 | 0.76 | 1.66 | -0.95 | -0.62 | -0.89 |
| Standard Deviation(%) | NA | 23.31 | 19.85 | 22.00 | 19.87 | NA | NA | 20.22 | 20.99 | 18.83 | 13.79 | 26.15 | 25.12 | 32.85 | 10.84 | 14.75 | 14.30 | 10.59 | 13.81 | 10.40 | 10.22 | 12.58 | 23.81 | 17.80 | 26.69 | 40.47 | 20.24 | 13.32 | 11.29 | 11.40 | 16.74 | 25.92 | 21.95 | 24.25 |
| Draw Down(%) | NA | 26.94 | 26.94 | 37.51 | 37.51 | NA | NA | 63.58 | 16.41 | 15.66 | 9.96 | 24.36 | 21.00 | 28.10 | 4.94 | 16.00 | 8.99 | 7.14 | 10.26 | 6.12 | 5.58 | 10.31 | 19.74 | 15.98 | 28.48 | 49.62 | 17.10 | 8.97 | 7.54 | 9.42 | 13.02 | 33.85 | 28.50 | 21.09 |
| Yield(%) | 0.00 | 0.85 | 0.73 | 0.70 | 5.15 | 7.06 | 3.86 | 2.64 | 0.25 | 0.68 | 0.88 | 0.64 | 0.58 | 1.21 | 16.75 | 9.07 | 11.11 | 9.15 | 1.51 | 1.65 | 1.57 | 1.81 | 1.19 | 1.33 | 1.51 | 0.40 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.19 |
Data as of 07/25/2025, AR inception is 04/05/2000
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| REUYX (U.S. DEFENSIVE EQUITY FUND CLASS Y) |
-22.20%
Feb 2006 - Feb 2009 |
-11.93%
Feb 2004 - Feb 2009 |
-5.57%
Aug 2000 - Aug 2010 |
0.92%
Aug 2000 - Aug 2015 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| REUYX (U.S. DEFENSIVE EQUITY FUND CLASS Y) |
25.17%
Feb 2009 - Feb 2012 |
21.43%
Feb 2009 - Feb 2014 |
15.53%
Feb 2009 - Feb 2019 |
10.74%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart