Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RIFSX | NA | -10.67% | -2.33% | -1.66% | 0.55% | -1.91% | 1.77% | … | … |
Data as of 11/25/2020, Common starting date is 05/03/1999
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RIFSX | 05/03/1999 | 11/25/2020 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.86 | -10.67 | -2.33 | -1.66 | 0.55 | -1.91 | 1.77 | … | … | -8.64 | 15.62 | -10.06 | 5.79 | -4.83 | -5.89 | 6.47 | -4.49 | 21.50 | -9.12 | 20.21 | 22.41 | -37.84 | -28.68 | 23.50 | 1.11 | 24.65 | 30.45 | -2.23 | 0.75 | 21.11 | -11.90 |
| Sharpe Ratio | NA | -0.31 | -0.15 | -0.13 | 0.00 | NA | NA | … | … | -0.26 | 1.41 | -0.95 | 0.62 | -0.31 | -0.41 | 0.64 | -0.32 | 1.64 | -0.36 | 0.78 | 0.36 | -0.55 | -1.06 | 1.24 | -0.06 | 1.37 | 2.57 | -0.29 | -0.15 | 1.32 | -2.21 |
| Standard Deviation(%) | NA | 35.85 | 22.30 | 19.13 | 17.73 | NA | NA | … | … | 37.46 | 10.05 | 12.03 | 8.41 | 16.03 | 14.55 | 10.03 | 14.15 | 13.16 | 25.65 | 25.66 | 62.30 | 70.18 | 30.11 | 16.39 | 17.18 | 17.26 | 11.58 | 11.40 | 10.89 | 12.93 | 9.27 |
| Draw Down(%) | NA | 41.36 | 41.36 | 41.57 | 44.64 | NA | NA | … | … | 41.36 | 6.62 | 13.39 | 5.56 | 15.62 | 15.35 | 7.99 | 15.38 | 9.56 | 24.30 | 16.76 | 41.01 | 61.85 | 38.89 | 11.53 | 11.42 | 18.21 | 6.62 | 18.72 | 8.27 | 5.62 | 15.69 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 11/25/2020, Common starting date is 05/03/1999
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RIFSX (RIFSX) |
-30.63%
Mar 2006 – Mar 2009 |
-15.77%
Mar 2004 – Mar 2009 |
-4.87%
Jan 2007 – Jan 2017 |
-2.52%
Jul 2005 – Jul 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RIFSX (RIFSX) |
30.87%
Feb 2009 – Feb 2012 |
19.61%
Feb 2009 – Feb 2014 |
9.03%
Feb 2009 – Feb 2019 |
4.48%
Nov 1999 – Nov 2014 |
Annualized Rolling Returns Comparison Chart