Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RFCYX (STRATEGIC BOND FUND CLASS Y) | -0.14% | 4.34% | 3.68% | -0.48% | 1.06% | 1.98% | 2.58% | … | … |
Data as of 06/04/2026, Common starting date is 07/01/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RFCYX (STRATEGIC BOND FUND CLASS Y) | 07/01/2005 | 06/04/2026 |
| 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 | 2007 | 2006 | 2005 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.34 | 4.34 | 3.68 | -0.48 | 1.06 | 1.98 | 2.58 | … | … | -0.14 | 7.57 | 1.13 | 4.93 | -14.08 | -2.22 | 3.45 | 9.59 | -0.53 | 4.03 | 3.45 | 0.06 | 5.98 | -1.40 | 8.62 | 5.43 | 10.89 | 18.78 | -10.71 | 1.06 | -0.38 | -2.05 |
| Sharpe Ratio | NA | 0.73 | 0.19 | -0.48 | -0.09 | NA | NA | … | … | -0.43 | 1.04 | -0.43 | 0.17 | -2.10 | -0.63 | 0.40 | 2.27 | -0.65 | 1.23 | 0.99 | 0.01 | 2.41 | -0.44 | 3.68 | 1.71 | 2.83 | 4.14 | -1.74 | -0.46 | -0.97 | -1.91 |
| Standard Deviation(%) | NA | 3.84 | 5.52 | 5.98 | 5.33 | NA | NA | … | … | 4.04 | 4.50 | 5.78 | 7.43 | 7.41 | 3.58 | 7.97 | 3.58 | 2.95 | 2.76 | 3.28 | 3.55 | 2.48 | 3.28 | 2.35 | 3.16 | 3.81 | 4.51 | 6.69 | 4.57 | 3.93 | 3.47 |
| Draw Down(%) | NA | 2.92 | 6.32 | 19.89 | 23.39 | NA | NA | … | … | 2.92 | 3.08 | 4.77 | 7.78 | 17.70 | 3.71 | 10.20 | 2.14 | 3.16 | 1.51 | 4.31 | 2.64 | 1.11 | 5.33 | 1.00 | 1.92 | 3.26 | 5.02 | 16.64 | 3.59 | 3.72 | 3.36 |
| Yield(%) | 0.00 | 4.87 | 4.41 | 2.98 | 2.82 | 3.12 | 3.26 | … | … | 1.09 | 5.31 | 4.75 | 2.82 | 2.32 | 1.38 | 1.85 | 3.92 | 2.35 | 1.33 | 4.86 | 3.91 | 3.98 | 2.29 | 4.90 | 4.32 | 6.54 | 6.02 | 2.29 | 0.00 | 0.00 | 0.86 |
Data as of 06/04/2026, Common starting date is 07/01/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RFCYX (STRATEGIC BOND FUND CLASS Y) |
-7.47%
Oct 2020 – Oct 2023 |
-2.27%
Jul 2020 – Jul 2025 |
0.38%
Oct 2012 – Oct 2022 |
2.01%
May 2011 – May 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RFCYX (STRATEGIC BOND FUND CLASS Y) |
13.06%
Feb 2009 – Feb 2012 |
9.07%
Feb 2009 – Feb 2014 |
5.76%
Mar 2009 – Mar 2019 |
3.97%
Nov 2005 – Nov 2020 |
Annualized Rolling Returns Comparison Chart