Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RIFAX | NA | -66.55% | -21.43% | -10.33% | 1.35% | -0.02% | 1.90% | … | … |
Data as of 06/22/2022, Common starting date is 01/03/1997
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RIFAX | 01/03/1997 | 06/22/2022 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.10 | -66.55 | -21.43 | -10.33 | 1.35 | -0.02 | 1.90 | … | … | -25.02 | 16.80 | 21.77 | 22.18 | -29.20 | 8.49 | 2.64 | -8.12 | -3.93 | 24.42 | 14.43 | -2.50 | 15.38 | 29.48 | -41.92 | 4.82 | 11.67 | 6.11 | 9.00 | 27.88 | -23.65 | -16.15 | -15.90 | 4.81 | 25.35 | 27.80 |
| Sharpe Ratio | NA | -0.80 | -0.41 | -0.26 | 0.03 | NA | NA | … | … | -1.60 | 1.77 | 0.62 | 1.55 | -1.08 | 0.77 | 0.16 | -0.48 | -0.23 | 1.96 | 1.02 | -0.10 | 0.81 | 1.02 | -1.00 | 0.11 | 0.77 | 0.37 | 0.69 | 1.60 | -1.25 | -0.85 | -1.16 | 0.09 | 0.87 | 1.41 |
| Standard Deviation(%) | NA | 83.05 | 53.32 | 42.00 | 31.52 | NA | NA | … | … | 28.90 | 15.14 | 34.50 | 13.39 | 28.21 | 10.28 | 14.92 | 16.86 | 16.82 | 12.43 | 14.18 | 24.70 | 18.98 | 28.90 | 42.56 | 16.38 | 10.90 | 10.64 | 11.59 | 16.98 | 19.84 | 22.17 | 17.12 | 18.08 | 25.27 | 17.31 |
| Draw Down(%) | NA | 68.68 | 68.68 | 68.68 | 68.68 | NA | NA | … | … | 27.08 | 5.70 | 34.92 | 6.68 | 37.80 | 6.98 | 12.08 | 12.52 | 11.74 | 5.42 | 12.15 | 21.58 | 16.36 | 27.55 | 52.59 | 10.19 | 9.32 | 6.82 | 9.85 | 13.40 | 31.93 | 25.35 | 16.68 | 11.72 | 18.13 | 7.22 |
| Yield(%) | 0.00 | 0.31 | 0.95 | 6.27 | 9.60 | 5.56 | 6.10 | … | … | 0.09 | 0.57 | 1.18 | 2.38 | 19.35 | 11.67 | 7.82 | 9.21 | 15.55 | 7.96 | 0.00 | 0.00 | 0.00 | 0.54 | 0.00 | 0.00 | 0.00 | 0.89 | 0.20 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/22/2022, Common starting date is 01/03/1997
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RIFAX (RIFAX) |
-18.65%
Dec 1999 – Dec 2002 |
-9.35%
Mar 1998 – Mar 2003 |
-6.68%
Jan 1999 – Jan 2009 |
0.58%
May 2007 – May 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RIFAX (RIFAX) |
24.97%
Feb 2009 – Feb 2012 |
22.18%
Feb 2009 – Feb 2014 |
15.24%
Feb 2009 – Feb 2019 |
9.08%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart