Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RFASX (INVESTMENT GRADE BOND FUND CLASS I) | NA | -4.50% | 1.20% | 1.53% | 4.16% | 4.00% | 4.71% | … | … |
Data as of 08/18/2017, Common starting date is 01/28/1982
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RFASX (INVESTMENT GRADE BOND FUND CLASS I) | 01/28/1982 | 08/18/2017 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | 1987 | 1986 | 1985 | 1984 | 1983 | 1982 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -4.12 | -4.50 | 1.20 | 1.53 | 4.16 | 4.00 | 4.71 | … | … | -1.10 | 2.63 | 0.54 | 6.02 | -2.32 | 6.31 | 6.10 | 8.56 | 14.92 | -2.77 | 6.20 | 4.17 | 2.09 | 4.36 | 1.17 | 8.14 | 8.07 | 11.52 | -1.02 | 8.39 | 9.43 | 3.75 | 18.04 | -3.20 | 7.62 | 4.29 | 15.75 | 8.61 | 11.72 | 8.76 | -7.01 | 10.99 | 21.82 | 14.96 | -1.19 | 33.68 |
| Sharpe Ratio | NA | -0.75 | 0.22 | 0.35 | 0.91 | NA | NA | … | … | -0.38 | 0.48 | 0.14 | 2.42 | -0.70 | 2.64 | 1.86 | 2.28 | 3.23 | -0.55 | 0.85 | 0.29 | -0.03 | 0.91 | 0.07 | 1.77 | 1.39 | 2.19 | -1.11 | 1.31 | -14.02 | 0.06 | 3.93 | -1.43 | 1.45 | 0.47 | 3.87 | 0.91 | 1.76 | 1.27 | -1.05 | 0.88 | 1.84 | 1.03 | -0.82 | 2.87 |
| Standard Deviation(%) | NA | 6.55 | 4.65 | 4.04 | 4.30 | NA | NA | … | … | 6.06 | 5.07 | 3.73 | 2.48 | 3.34 | 2.39 | 3.27 | 3.72 | 4.58 | 6.71 | 3.77 | 3.00 | 2.91 | 3.76 | 7.28 | 3.98 | 4.21 | 3.41 | 3.83 | 3.88 | 3.25 | 4.59 | 3.61 | 4.31 | 3.81 | 4.05 | 3.09 | 3.65 | 3.42 | 3.21 | 10.47 | 7.74 | 9.01 | 8.00 | 8.85 | 10.23 |
| Draw Down(%) | NA | 6.16 | 6.16 | 6.16 | 10.10 | NA | NA | … | … | 4.21 | 6.16 | 2.91 | 1.07 | 5.29 | 1.07 | 1.71 | 3.30 | 3.90 | 10.10 | 2.54 | 2.13 | 2.60 | 4.27 | 5.70 | 2.01 | 3.30 | 2.72 | 3.68 | 3.75 | 2.11 | 4.12 | 1.75 | 6.73 | 3.66 | 3.10 | 1.31 | 2.50 | 1.93 | 2.05 | 14.83 | 5.55 | 5.50 | 5.58 | 7.04 | 2.27 |
| Yield(%) | 0.00 | 4.56 | 3.95 | 3.44 | 4.28 | 4.26 | 4.81 | … | … | 0.65 | 5.19 | 3.83 | 3.39 | 1.05 | 5.05 | 3.80 | 5.83 | 6.45 | 3.59 | 5.05 | 4.73 | 3.77 | 5.77 | 3.63 | 5.11 | 6.98 | 6.86 | 5.83 | 7.03 | 6.66 | 6.32 | 7.38 | 6.65 | 7.01 | 7.29 | 8.19 | 8.44 | 9.37 | 8.39 | 8.53 | 8.52 | 10.75 | 11.60 | 9.42 | 13.48 |
Data as of 08/18/2017, Common starting date is 01/28/1982
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RFASX (INVESTMENT GRADE BOND FUND CLASS I) |
0.81%
May 2003 – May 2006 |
1.50%
Oct 2003 – Oct 2008 |
3.76%
Oct 1998 – Oct 2008 |
4.26%
Feb 2002 – Feb 2017 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RFASX (INVESTMENT GRADE BOND FUND CLASS I) |
16.72%
Aug 1983 – Aug 1986 |
13.27%
Feb 1982 – Feb 1987 |
10.90%
Jun 1982 – Jun 1992 |
9.28%
Feb 1982 – Feb 1997 |
Annualized Rolling Returns Comparison Chart