Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
RFMPF NA 18.25% 8.04% 6.25% NA NA NA
Data as of 09/26/2025, Common starting date is 07/17/2017
More Performance Analytics Comparison
Name Start Date End Date
RFMPF 07/17/2017 09/26/2025
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2025 2024 2023 2022 2021 2020 2019 2018 2017
Annualized Return (%) 0.00 18.25 8.04 6.25 NA NA NA 5.31 19.77 0.00 7.35 0.00 0.00 0.00 0.00 604.17
Sharpe Ratio NA 0.83 0.28 0.36 NA NA NA 0.23 0.98 0.00 1.47 0.00 0.00 0.00 0.00 21.38
Standard Deviation(%) NA 18.33 16.35 12.08 NA NA NA 18.99 16.44 NA 4.36 NA NA NA NA 320.02
Draw Down(%) NA 5.72 7.14 7.14 NA NA NA 5.72 7.14 0.00 0.00 0.00 0.00 0.00 0.00 18.75
Yield(%) 0.00 9.08 5.03 4.43 8.99 5.99 4.49 5.00 9.69 0.00 7.08 0.00 0.00 0.00 0.00 71.88
Data as of 09/26/2025, Common starting date is 07/17/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
RFMPF (RFMPF) 0.00%
Oct 2018 – Oct 2021
2.74%
Oct 2019 – Oct 2024
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
RFMPF (RFMPF) 105.41%
Aug 2018 – Aug 2021
60.61%
Aug 2019 – Aug 2024
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return