Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RFNDF (Rural Funds Group) | NA | 4.06% | -1.75% | 2.49% | NA | NA | NA | … | … |
Data as of 09/26/2025, Common starting date is 02/24/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RFNDF (Rural Funds Group) | 02/24/2017 | 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 | 4.06 | -1.75 | 2.49 | NA | NA | NA | … | … | 32.50 | -22.58 | -7.00 | -19.85 | 31.91 | 40.64 | -6.41 | -11.60 | 32.61 |
| Sharpe Ratio | NA | 0.02 | -0.12 | 0.01 | NA | NA | NA | … | … | 0.99 | -0.48 | -0.29 | -0.61 | 1.20 | 1.21 | -0.19 | -0.49 | 0.94 |
| Standard Deviation(%) | NA | 57.71 | 44.37 | 39.35 | NA | NA | NA | … | … | 44.26 | 54.58 | 37.13 | 34.39 | 27.24 | 33.18 | 41.50 | 26.54 | 41.19 |
| Draw Down(%) | NA | 29.93 | 36.77 | 51.55 | NA | NA | NA | … | … | 14.41 | 29.93 | 35.24 | 34.27 | 6.36 | 17.29 | 30.86 | 19.94 | 20.00 |
| Yield(%) | 0.00 | 9.08 | 5.71 | 5.66 | 5.22 | 3.48 | 2.61 | … | … | 3.73 | 9.42 | 4.81 | 3.55 | 3.34 | 8.51 | 4.40 | 4.35 | 5.59 |
Data as of 09/26/2025, Common starting date is 02/24/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RFNDF (Rural Funds Group) |
-17.93%
Jan 2022 – Jan 2025 |
-2.37%
May 2018 – May 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RFNDF (Rural Funds Group) |
22.87%
Nov 2019 – Nov 2022 |
14.04%
Jul 2017 – Jul 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart