Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RFCTX (STRATEGIC BOND FUND CLASS S) | -0.40% | 4.69% | 3.48% | -0.69% | 0.88% | 1.79% | NA | … | … |
Data as of 06/03/2026, Common starting date is 09/04/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RFCTX (STRATEGIC BOND FUND CLASS S) | 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 (%) | -0.22 | 4.69 | 3.48 | -0.69 | 0.88 | 1.79 | NA | … | … | -0.40 | 7.50 | 0.87 | 4.38 | -14.23 | -2.38 | 3.46 | 9.49 | -0.76 | 4.07 | 3.24 | -0.01 | 5.85 | -1.62 | 8.41 | 5.31 | 10.74 | 18.66 | -7.11 |
| Sharpe Ratio | NA | 0.67 | 0.13 | -0.52 | -0.12 | NA | NA | … | … | -0.54 | 1.01 | -0.49 | 0.10 | -2.13 | -0.67 | 0.41 | 2.29 | -0.74 | 1.20 | 0.92 | -0.01 | 2.37 | -0.51 | 3.56 | 1.69 | 2.74 | 4.08 | -2.53 |
| Standard Deviation(%) | NA | 3.83 | 5.50 | 5.97 | 5.31 | NA | NA | … | … | 3.96 | 4.59 | 5.64 | 7.50 | 7.38 | 3.57 | 7.85 | 3.51 | 2.90 | 2.86 | 3.30 | 3.59 | 2.46 | 3.25 | 2.37 | 3.12 | 3.88 | 4.55 | 8.14 |
| Draw Down(%) | NA | 3.01 | 6.66 | 20.33 | 23.76 | NA | NA | … | … | 3.01 | 3.14 | 4.73 | 8.43 | 17.85 | 3.76 | 10.21 | 2.10 | 3.33 | 1.50 | 4.39 | 2.65 | 1.12 | 5.40 | 0.90 | 2.00 | 3.33 | 4.99 | 11.84 |
| Yield(%) | 0.00 | 5.06 | 4.21 | 2.75 | 2.63 | 2.93 | 3.15 | … | … | 1.03 | 5.06 | 4.55 | 2.22 | 2.17 | 1.26 | 1.71 | 3.71 | 2.17 | 1.21 | 4.64 | 3.70 | 3.78 | 2.11 | 4.66 | 4.13 | 6.34 | 5.80 | 1.42 |
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 |
|---|---|---|---|---|
| RFCTX (STRATEGIC BOND FUND CLASS S) |
-7.72%
Oct 2020 – Oct 2023 |
-2.47%
Jul 2020 – Jul 2025 |
0.23%
Oct 2013 – Oct 2023 |
1.84%
May 2011 – May 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RFCTX (STRATEGIC BOND FUND CLASS S) |
12.91%
Feb 2009 – Feb 2012 |
8.91%
Feb 2009 – Feb 2014 |
5.62%
Mar 2009 – Mar 2019 |
3.40%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart