Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RIFDX | NA | -35.32% | -12.32% | -6.48% | -2.28% | -1.04% | -0.58% | … | … |
Data as of 06/22/2022, Common starting date is 01/03/1997
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RIFDX | 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 (%) | 0.00 | -35.32 | -12.32 | -6.48 | -2.28 | -1.04 | -0.58 | … | … | -12.92 | -1.65 | 3.03 | 4.87 | -2.89 | 2.47 | -1.46 | -3.66 | 1.81 | -3.15 | 3.25 | -0.38 | 3.04 | 8.97 | -9.30 | 1.78 | -0.88 | -2.57 | 0.29 | 0.48 | 2.86 | 0.60 | 4.46 | -9.74 | 2.20 | 4.50 |
| Sharpe Ratio | NA | -1.21 | -0.70 | -0.52 | -0.27 | NA | NA | … | … | -3.56 | -0.69 | 0.37 | 0.80 | -1.38 | 0.64 | -0.39 | -0.91 | 0.54 | -0.97 | 0.90 | -0.10 | 0.58 | 1.58 | -1.38 | -0.28 | -1.11 | -1.32 | -0.16 | -0.04 | 0.36 | -0.30 | 0.10 | -2.22 | -0.28 | 0.20 |
| Standard Deviation(%) | NA | 29.34 | 17.94 | 13.93 | 10.12 | NA | NA | … | … | 7.31 | 3.68 | 7.56 | 4.30 | 3.06 | 2.89 | 4.27 | 4.05 | 3.31 | 3.27 | 3.58 | 4.04 | 5.06 | 5.64 | 7.39 | 4.53 | 3.78 | 3.60 | 4.17 | 4.90 | 4.95 | 5.96 | 4.32 | 5.85 | 4.04 | 5.00 |
| Draw Down(%) | NA | 37.00 | 38.66 | 38.66 | 38.66 | NA | NA | … | … | 13.59 | 4.32 | 10.04 | 3.57 | 5.30 | 2.09 | 7.89 | 5.70 | 2.48 | 5.60 | 2.44 | 3.53 | 5.70 | 5.96 | 14.66 | 3.68 | 4.36 | 4.43 | 4.40 | 5.35 | 2.83 | 4.57 | 1.83 | 10.24 | 2.50 | 2.79 |
| Yield(%) | 0.00 | 0.93 | 1.72 | 1.79 | 2.21 | 1.64 | 1.50 | … | … | 0.31 | 1.47 | 1.32 | 2.89 | 2.06 | 1.37 | 4.56 | 3.53 | 3.59 | 1.70 | 0.00 | 0.00 | 0.00 | 1.17 | 0.00 | 0.00 | 0.00 | 3.60 | 2.02 | 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 |
|---|---|---|---|---|
| RIFDX (RIFDX) |
-10.84%
May 2019 – May 2022 |
-5.66%
May 2017 – May 2022 |
-1.90%
May 2012 – May 2022 |
-0.88%
Apr 2007 – Apr 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RIFDX (RIFDX) |
5.46%
Oct 2008 – Oct 2011 |
4.07%
Nov 2015 – Nov 2020 |
2.89%
Mar 2009 – Mar 2019 |
2.15%
Nov 2005 – Nov 2020 |
Annualized Rolling Returns Comparison Chart