Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RIFCX | NA | -46.44% | -11.93% | -6.46% | 1.18% | -2.59% | 0.63% | … | … |
Data as of 06/22/2022, Common starting date is 01/03/1997
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RIFCX | 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 (%) | -1.55 | -46.44 | -11.93 | -6.46 | 1.18 | -2.59 | 0.63 | … | … | -17.73 | 11.77 | 4.35 | 16.73 | -23.48 | 17.67 | -0.98 | -2.43 | -6.33 | 19.50 | 17.83 | -14.30 | 10.38 | 22.84 | -42.91 | -12.13 | 18.38 | 11.92 | 16.09 | 35.56 | -16.67 | -22.51 | -21.42 | 27.95 | 10.57 | 0.30 |
| Sharpe Ratio | NA | -1.17 | -0.41 | -0.30 | 0.04 | NA | NA | … | … | -1.59 | 1.35 | 0.13 | 1.52 | -1.64 | 1.84 | -0.07 | -0.16 | -0.55 | 1.58 | 1.07 | -0.51 | 0.47 | 0.84 | -1.15 | -0.62 | 1.00 | 0.99 | 1.11 | 2.32 | -0.97 | -1.40 | -1.86 | 1.88 | 0.38 | -0.22 |
| Standard Deviation(%) | NA | 39.80 | 30.03 | 24.06 | 19.73 | NA | NA | … | … | 21.65 | 13.68 | 30.91 | 10.07 | 15.13 | 9.31 | 17.86 | 15.60 | 11.61 | 12.36 | 16.75 | 28.00 | 21.74 | 26.93 | 37.93 | 24.60 | 15.10 | 9.88 | 13.59 | 15.05 | 18.37 | 17.99 | 13.66 | 13.15 | 19.29 | 14.79 |
| Draw Down(%) | NA | 47.50 | 47.87 | 47.87 | 47.87 | NA | NA | … | … | 20.19 | 6.74 | 37.03 | 8.38 | 30.18 | 5.16 | 13.23 | 16.64 | 13.06 | 8.96 | 16.67 | 27.07 | 18.52 | 28.02 | 53.37 | 19.43 | 16.21 | 6.66 | 10.28 | 16.40 | 27.28 | 26.73 | 23.33 | 4.37 | 16.89 | 11.31 |
| Yield(%) | 0.00 | 1.32 | 2.22 | 4.23 | 4.23 | 1.71 | 2.28 | … | … | 0.00 | 2.76 | 1.10 | 2.97 | 8.96 | 7.09 | 3.24 | 1.18 | 1.96 | 2.12 | 0.00 | 0.00 | 0.00 | 1.30 | 0.00 | 0.00 | 0.00 | 1.64 | 1.70 | 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 |
|---|---|---|---|---|
| RIFCX (RIFCX) |
-22.96%
Feb 2006 – Feb 2009 |
-10.38%
May 2007 – May 2012 |
-5.17%
Feb 1999 – Feb 2009 |
-1.98%
May 2007 – May 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RIFCX (RIFCX) |
29.65%
Mar 2003 – Mar 2006 |
17.74%
Sep 2002 – Sep 2007 |
8.90%
Feb 2009 – Feb 2019 |
6.11%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart