Performance Comparison
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
