Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RFCCX (STRATEGIC BOND FUND CLASS C) | -0.82% | 3.73% | 2.45% | -1.69% | -0.09% | 0.79% | NA | … | … |
Data as of 06/03/2026, Common starting date is 09/04/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RFCCX (STRATEGIC BOND FUND CLASS C) | 09/04/2008 | 06/03/2026 |
| 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 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.23 | 3.73 | 2.45 | -1.69 | -0.09 | 0.79 | NA | … | … | -0.82 | 6.49 | -0.14 | 3.32 | -15.09 | -3.33 | 2.86 | 8.33 | -1.76 | 3.17 | 1.91 | -0.94 | 4.71 | -2.55 | 7.37 | 4.10 | 10.11 | 17.48 | -7.55 |
| Sharpe Ratio | NA | 0.40 | -0.06 | -0.69 | -0.30 | NA | NA | … | … | -0.79 | 0.80 | -0.65 | -0.04 | -2.26 | -0.93 | 0.33 | 1.92 | -1.07 | 0.89 | 0.52 | -0.27 | 1.86 | -0.78 | 3.15 | 1.29 | 2.59 | 3.81 | -2.70 |
| Standard Deviation(%) | NA | 3.79 | 5.55 | 6.00 | 5.33 | NA | NA | … | … | 3.96 | 4.51 | 5.77 | 7.56 | 7.35 | 3.63 | 7.90 | 3.57 | 2.96 | 2.85 | 3.25 | 3.56 | 2.52 | 3.31 | 2.34 | 3.15 | 3.86 | 4.57 | 8.05 |
| Draw Down(%) | NA | 3.22 | 6.95 | 22.05 | 25.91 | NA | NA | … | … | 3.22 | 3.09 | 4.97 | 9.04 | 18.42 | 3.81 | 10.15 | 2.21 | 4.25 | 1.66 | 4.70 | 3.06 | 1.20 | 5.74 | 0.99 | 2.00 | 3.41 | 5.16 | 12.02 |
| Yield(%) | 0.00 | 4.16 | 3.38 | 2.04 | 1.89 | 2.10 | 2.35 | … | … | 0.75 | 4.14 | 3.62 | 1.82 | 1.32 | 0.52 | 1.31 | 2.64 | 1.21 | 0.59 | 3.59 | 2.77 | 2.76 | 1.10 | 3.64 | 3.13 | 5.74 | 4.73 | 1.18 |
Data as of 06/03/2026, Common starting date is 09/04/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RFCCX (STRATEGIC BOND FUND CLASS C) |
-8.66%
Oct 2020 – Oct 2023 |
-3.48%
Jul 2020 – Jul 2025 |
-0.74%
Oct 2013 – Oct 2023 |
0.84%
May 2011 – May 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RFCCX (STRATEGIC BOND FUND CLASS C) |
11.86%
Feb 2009 – Feb 2012 |
7.87%
Nov 2008 – Nov 2013 |
4.57%
Mar 2009 – Mar 2019 |
2.40%
Dec 2008 – Dec 2023 |
Annualized Rolling Returns Comparison Chart