Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RGP (Resources Connection, Inc.) | -8.24% | -7.75% | -30.88% | -17.47% | -7.94% | -3.65% | -5.70% | … | … |
Data as of 06/04/2026, Common starting date is 12/18/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RGP (Resources Connection, Inc.) | 12/18/2000 | 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 | 2004 | 2003 | 2002 | 2001 | 2000 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 3.00 | -7.75 | -30.88 | -17.47 | -7.94 | -3.65 | -5.70 | … | … | -8.24 | -37.28 | -36.50 | -20.09 | 6.25 | 47.30 | -19.45 | 18.95 | -5.11 | -17.11 | 21.17 | 1.44 | 17.28 | 22.65 | 14.71 | -42.18 | -11.89 | 29.55 | -9.80 | -40.64 | 21.95 | -3.85 | 98.86 | 17.66 | -11.85 | 38.58 | 16.92 |
| Sharpe Ratio | NA | -0.22 | -0.83 | -0.50 | -0.25 | NA | NA | … | … | -0.41 | -0.84 | -1.15 | -0.72 | 0.14 | 1.35 | -0.39 | 0.56 | -0.19 | -0.55 | 0.60 | 0.06 | 0.54 | 0.81 | 0.52 | -0.79 | -0.36 | 0.69 | -0.18 | -1.07 | 0.60 | -0.17 | 2.22 | 0.44 | -0.22 | 0.55 | 362.85 |
| Standard Deviation(%) | NA | 46.45 | 39.92 | 39.02 | 37.98 | NA | NA | … | … | 46.75 | 48.12 | 34.81 | 33.34 | 35.53 | 34.99 | 50.40 | 31.40 | 34.60 | 32.16 | 34.98 | 25.66 | 32.02 | 28.07 | 28.28 | 53.76 | 33.10 | 42.85 | 61.14 | 40.93 | 30.80 | 37.02 | 44.17 | 38.22 | 59.24 | 66.56 | 37.66 |
| Draw Down(%) | NA | 39.67 | 76.56 | 81.09 | 81.09 | NA | NA | … | … | 32.95 | 51.06 | 42.00 | 26.90 | 27.47 | 13.04 | 47.65 | 22.40 | 28.07 | 37.15 | 19.53 | 17.15 | 20.01 | 17.74 | 23.27 | 60.42 | 48.61 | 27.09 | 46.85 | 46.73 | 22.52 | 34.82 | 29.81 | 28.74 | 61.51 | 46.97 | 0.75 |
| Yield(%) | 0.00 | 6.69 | 2.77 | 3.33 | 3.26 | 3.29 | 1.55 | … | … | 2.77 | 4.01 | 4.01 | 3.02 | 3.10 | 4.51 | 3.43 | 3.88 | 3.19 | 2.37 | 2.66 | 2.24 | 2.11 | 2.14 | 2.00 | 0.97 | 0.37 | 0.00 | 0.00 | 3.86 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/04/2026, Common starting date is 12/18/2000
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RGP (Resources Connection, Inc.) |
-37.50%
Feb 2023 – Feb 2026 |
-19.19%
Mar 2021 – Mar 2026 |
-9.78%
Mar 2016 – Mar 2026 |
-7.36%
Mar 2011 – Mar 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RGP (Resources Connection, Inc.) |
60.21%
Sep 2002 – Sep 2005 |
29.10%
Aug 2002 – Aug 2007 |
9.87%
Jul 2012 – Jul 2022 |
5.84%
Sep 2002 – Sep 2017 |
Annualized Rolling Returns Comparison Chart