Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RIFJX | NA | -54.79% | -15.85% | -8.20% | 0.53% | -1.72% | NA | … | … |
Data as of 06/22/2022, Common starting date is 05/01/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RIFJX | 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 (%) | -1.17 | -54.79 | -15.85 | -8.20 | 0.53 | -1.72 | NA | … | … | -23.36 | 15.30 | 3.04 | 12.75 | -18.07 | 11.66 | 7.73 | -12.47 | -1.46 | 16.93 | 13.71 | -7.67 | 12.03 | 27.84 | -44.46 | -1.70 |
| Sharpe Ratio | NA | -1.01 | -0.44 | -0.31 | 0.01 | NA | NA | … | … | -1.76 | 1.89 | 0.09 | 1.14 | -1.60 | 1.56 | 0.57 | -0.89 | -0.15 | 1.68 | 1.05 | -0.33 | 0.62 | 0.95 | -1.08 | -0.32 |
| Standard Deviation(%) | NA | 54.39 | 36.72 | 28.77 | 21.84 | NA | NA | … | … | 24.93 | 12.81 | 29.84 | 9.94 | 12.12 | 7.10 | 13.09 | 14.05 | 9.96 | 10.06 | 13.12 | 23.30 | 19.22 | 29.27 | 41.84 | 16.67 |
| Draw Down(%) | NA | 56.54 | 56.54 | 56.54 | 56.54 | NA | NA | … | … | 25.19 | 4.25 | 37.45 | 7.29 | 24.62 | 3.30 | 11.11 | 15.25 | 8.80 | 7.72 | 12.99 | 23.03 | 15.44 | 28.98 | 55.65 | 10.15 |
| Yield(%) | 0.00 | 4.07 | 3.79 | 5.75 | 6.48 | 3.20 | 2.48 | … | … | 0.07 | 5.67 | 4.53 | 6.72 | 8.92 | 5.64 | 3.04 | 8.93 | 5.00 | 2.69 | 1.87 | 1.48 | 0.00 | 0.00 | 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 |
|---|---|---|---|---|
| RIFJX (RIFJX) |
-14.13%
Jun 2007 – Jun 2010 |
-6.30%
May 2017 – May 2022 |
0.93%
Apr 2012 – Apr 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RIFJX (RIFJX) |
23.05%
Feb 2009 – Feb 2012 |
18.67%
Feb 2009 – Feb 2014 |
11.56%
Feb 2009 – Feb 2019 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart