Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RIFBX | NA | -69.86% | -23.70% | -13.07% | -1.38% | -2.36% | 0.10% | … | … |
Data as of 06/22/2022, Common starting date is 01/03/1997
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RIFBX | 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 (%) | -2.06 | -69.86 | -23.70 | -13.07 | -1.38 | -2.36 | 0.10 | … | … | -22.06 | 21.06 | 9.93 | 20.57 | -27.68 | 7.82 | 17.63 | -16.63 | -8.12 | 29.65 | 14.61 | -4.70 | 24.30 | 30.65 | -43.49 | -10.10 | 0.35 | -3.36 | 10.62 | 45.46 | -19.06 | -2.47 | -12.20 | 5.20 | -5.58 | 34.50 |
| Sharpe Ratio | NA | -0.88 | -0.45 | -0.32 | -0.06 | NA | NA | … | … | -1.43 | 1.50 | 0.23 | 1.28 | -1.26 | 0.52 | 0.94 | -0.90 | -0.47 | 1.85 | 0.89 | -0.15 | 1.03 | 0.92 | -1.02 | -0.60 | -0.15 | -0.35 | 0.60 | 2.50 | -0.84 | -0.20 | -0.71 | 0.13 | -0.37 | 2.05 |
| Standard Deviation(%) | NA | 79.91 | 53.85 | 42.59 | 32.39 | NA | NA | … | … | 29.21 | 22.65 | 42.13 | 14.93 | 23.10 | 13.77 | 18.37 | 18.51 | 17.21 | 16.01 | 16.43 | 30.98 | 23.42 | 33.05 | 43.36 | 22.13 | 20.14 | 15.64 | 16.21 | 17.87 | 23.87 | 24.62 | 22.86 | 14.65 | 24.02 | 15.20 |
| Draw Down(%) | NA | 71.11 | 71.30 | 71.30 | 71.30 | NA | NA | … | … | 24.81 | 8.42 | 44.84 | 8.63 | 35.17 | 7.03 | 15.08 | 22.11 | 14.16 | 6.26 | 12.40 | 28.08 | 20.58 | 30.92 | 55.66 | 18.48 | 15.25 | 11.95 | 14.59 | 13.34 | 34.27 | 19.16 | 22.21 | 10.94 | 25.00 | 4.08 |
| Yield(%) | 0.00 | 0.06 | 1.06 | 5.43 | 7.34 | 3.93 | 4.60 | … | … | 0.01 | 0.30 | 2.23 | 0.65 | 16.15 | 7.62 | 0.94 | 9.61 | 9.65 | 9.93 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 9.70 | 3.88 | 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 |
|---|---|---|---|---|
| RIFBX (RIFBX) |
-27.62%
Feb 2006 – Feb 2009 |
-14.04%
Feb 2004 – Feb 2009 |
-5.20%
Feb 1999 – Feb 2009 |
-1.84%
May 2007 – May 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RIFBX (RIFBX) |
29.25%
Feb 2009 – Feb 2012 |
25.51%
Feb 2009 – Feb 2014 |
15.22%
Feb 2009 – Feb 2019 |
7.64%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart