Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| RIMBX (RAINIER BALANCED FUND ORIGINAL) | NA | -45.26% | -13.50% | -5.64% | -0.99% | -0.32% | NA | 2.97% |
Data as of 04/17/2015, AR inception is 02/29/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RIMBX (RAINIER BALANCED FUND ORIGINAL) | 02/29/1996 | 04/17/2015 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -45.26 | -13.50 | -5.64 | -0.99 | -0.32 | NA | 2.97 | 6.81 | 18.37 | 10.01 | -1.00 | 12.46 | 18.41 | -27.99 | 12.45 | 9.03 | 7.32 | 6.40 | 18.33 | -10.53 | -6.08 | -0.13 | 16.95 | 15.45 | 23.94 | 11.61 |
| Sharpe Ratio | NA | 1.18 | 1.17 | 0.86 | 0.41 | NA | NA | 0.25 | 0.77 | 2.25 | 1.16 | -0.07 | 1.05 | 1.21 | -1.22 | 0.91 | 0.72 | 0.71 | 0.71 | 1.82 | -0.62 | -0.66 | -0.27 | 1.19 | 0.98 | -3.18 | 1.46 |
| Standard Deviation(%) | NA | 8.76 | 8.72 | 10.98 | 12.79 | NA | NA | 12.48 | 8.77 | 8.15 | 8.66 | 15.66 | 11.77 | 15.11 | 23.71 | 10.38 | 8.01 | 7.24 | 7.72 | 9.68 | 18.66 | 12.96 | 15.39 | 11.49 | 12.35 | 9.79 | 7.17 |
| Draw Down(%) | NA | 5.22 | 7.35 | 13.22 | 37.99 | NA | NA | 37.99 | 5.76 | 5.36 | 7.35 | 13.22 | 9.91 | 14.93 | 35.22 | 6.40 | 6.80 | 4.56 | 6.28 | 6.51 | 17.07 | 18.11 | 9.96 | 7.64 | 14.84 | 6.25 | 5.68 |
| Yield(%) | 0.00 | 8.49 | 10.54 | 7.62 | 6.74 | 4.92 | 6.76 | 7.11 | 8.69 | 13.96 | 11.81 | 1.10 | 1.44 | 1.73 | 3.35 | 14.07 | 8.90 | 5.62 | 1.22 | 1.46 | 1.63 | 2.05 | 4.61 | 6.55 | 7.74 | 19.13 | 9.76 |
Data as of 04/17/2015, AR inception is 02/29/1996
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RIMBX (RAINIER BALANCED FUND ORIGINAL) |
-13.50%
Mar 2012 - Mar 2015 |
-5.34%
Mar 2010 - Mar 2015 |
-1.18%
Mar 2005 - Mar 2015 |
-0.70%
Mar 2000 - Mar 2015 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RIMBX (RAINIER BALANCED FUND ORIGINAL) |
19.94%
Mar 1997 - Mar 2000 |
13.82%
Feb 2009 - Feb 2014 |
8.07%
Mar 1996 - Mar 2006 |
6.55%
Apr 1996 - Apr 2011 |
Annualized Rolling Returns Comparison Chart