Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RIFHX | NA | -56.08% | -18.22% | -10.02% | -1.50% | -1.18% | NA | … | … |
Data as of 06/22/2022, Common starting date is 05/01/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RIFHX | 05/01/2007 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.73 | -56.08 | -18.22 | -10.02 | -1.50 | -1.18 | NA | … | … | -20.09 | 6.93 | 4.81 | 12.54 | -14.55 | 4.41 | 3.84 | -9.81 | -0.38 | 9.32 | 10.28 | -4.52 | 9.94 | 20.61 | -31.12 | -0.70 |
| Sharpe Ratio | NA | -0.94 | -0.49 | -0.37 | -0.09 | NA | NA | … | … | -2.16 | 1.10 | 0.21 | 1.98 | -1.92 | 0.60 | 0.39 | -1.00 | -0.06 | 1.32 | 1.26 | -0.31 | 0.86 | 1.15 | -1.32 | -0.37 |
| Standard Deviation(%) | NA | 60.13 | 37.75 | 29.28 | 21.37 | NA | NA | … | … | 17.80 | 9.76 | 22.25 | 5.61 | 8.27 | 6.31 | 9.37 | 9.79 | 7.23 | 7.02 | 8.16 | 14.83 | 11.45 | 17.89 | 24.26 | 10.35 |
| Draw Down(%) | NA | 57.15 | 57.15 | 57.15 | 57.15 | NA | NA | … | … | 21.12 | 5.21 | 29.66 | 3.50 | 19.30 | 4.15 | 7.25 | 12.01 | 5.90 | 6.26 | 8.25 | 15.16 | 8.67 | 19.69 | 40.38 | 6.12 |
| Yield(%) | 0.00 | 3.17 | 3.87 | 5.09 | 5.69 | 3.89 | 2.96 | … | … | 0.14 | 6.96 | 2.45 | 3.70 | 8.00 | 7.31 | 5.17 | 7.70 | 4.97 | 2.98 | 2.57 | 2.15 | 3.74 | 4.05 | 0.00 | 0.00 |
Data as of 06/22/2022, Common starting date is 05/01/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RIFHX (RIFHX) |
-15.59%
Apr 2019 – Apr 2022 |
-8.56%
May 2017 – May 2022 |
-1.06%
Apr 2012 – Apr 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RIFHX (RIFHX) |
19.76%
Feb 2009 – Feb 2012 |
15.47%
Feb 2009 – Feb 2014 |
9.67%
Feb 2009 – Feb 2019 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart