Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RFCSX (STRATEGIC BOND FUND CLASS I) | NA | -3.29% | 1.57% | 2.09% | 4.44% | 4.73% | 5.04% | … | … |
Data as of 08/18/2017, Common starting date is 04/01/1993
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RFCSX (STRATEGIC BOND FUND CLASS I) | 04/01/1993 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -3.43 | -3.29 | 1.57 | 2.09 | 4.44 | 4.73 | 5.04 | … | … | 0.12 | 3.34 | 0.03 | 5.87 | -1.59 | 8.48 | 5.34 | 11.22 | 18.74 | -8.57 | 6.39 | 4.12 | 2.56 | 4.82 | 7.41 | 7.20 | 7.61 | 10.32 | -0.28 | 6.80 | 9.65 | 4.88 | 17.99 | -3.91 | 7.47 |
| Sharpe Ratio | NA | -0.75 | 0.35 | 0.56 | 1.04 | NA | NA | … | … | -0.07 | 0.94 | 0.00 | 2.46 | -0.49 | 3.63 | 1.69 | 2.87 | 4.05 | -1.50 | 0.99 | 0.29 | 0.14 | 1.09 | 1.89 | 1.59 | 1.36 | 1.91 | -0.87 | 0.90 | -14.67 | 0.29 | 4.03 | -1.65 | 2.68 |
| Standard Deviation(%) | NA | 4.96 | 3.90 | 3.52 | 4.02 | NA | NA | … | … | 5.36 | 3.32 | 3.60 | 2.38 | 3.30 | 2.34 | 3.14 | 3.87 | 4.60 | 6.32 | 3.42 | 2.88 | 2.68 | 3.56 | 3.55 | 3.83 | 3.96 | 3.28 | 4.02 | 3.89 | 3.09 | 4.68 | 3.51 | 4.15 | 2.97 |
| Draw Down(%) | NA | 4.44 | 4.44 | 5.27 | 14.54 | NA | NA | … | … | 3.52 | 4.44 | 2.66 | 1.13 | 5.27 | 1.00 | 1.93 | 3.28 | 4.92 | 14.54 | 2.29 | 1.94 | 2.29 | 4.00 | 3.82 | 2.47 | 3.15 | 2.78 | 3.90 | 3.73 | 2.21 | 4.06 | 1.59 | 7.24 | 1.76 |
| Yield(%) | 0.00 | 3.85 | 3.79 | 3.48 | 4.45 | 4.62 | 4.94 | … | … | 0.30 | 4.75 | 3.79 | 3.87 | 2.19 | 4.77 | 4.23 | 6.84 | 5.97 | 4.70 | 5.17 | 4.40 | 3.94 | 3.44 | 6.06 | 3.36 | 7.13 | 6.92 | 5.89 | 8.55 | 6.95 | 6.30 | 7.17 | 6.33 | 4.73 |
Data as of 08/18/2017, Common starting date is 04/01/1993
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RFCSX (STRATEGIC BOND FUND CLASS I) |
-0.26%
Nov 2005 – Nov 2008 |
1.06%
Feb 2004 – Feb 2009 |
3.74%
Nov 1998 – Nov 2008 |
4.74%
Nov 1993 – Nov 2008 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RFCSX (STRATEGIC BOND FUND CLASS I) |
13.08%
Feb 2009 – Feb 2012 |
9.03%
Nov 2008 – Nov 2013 |
7.55%
Dec 1994 – Dec 2004 |
6.53%
Jan 1995 – Jan 2010 |
Annualized Rolling Returns Comparison Chart