Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RIWTX (INVESTMENT GRADE BOND FUND CLASS T) | -0.04% | 4.33% | 3.91% | -0.41% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 03/17/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RIWTX (INVESTMENT GRADE BOND FUND CLASS T) | 03/17/2017 | 06/04/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.33 | 4.33 | 3.91 | -0.41 | NA | NA | NA | … | … | -0.04 | 7.43 | 1.52 | 5.12 | -14.78 | -1.19 | 9.02 | 8.99 | -0.62 | 2.70 |
| Sharpe Ratio | NA | 0.72 | 0.20 | -0.47 | NA | NA | NA | … | … | -0.39 | 1.04 | -0.39 | 0.20 | -2.18 | -0.33 | 1.67 | 2.09 | -0.72 | 1.08 |
| Standard Deviation(%) | NA | 3.71 | 5.34 | 5.91 | NA | NA | NA | … | … | 3.88 | 4.39 | 5.44 | 7.38 | 7.48 | 3.70 | 5.23 | 3.60 | 2.80 | 2.49 |
| Draw Down(%) | NA | 2.75 | 6.11 | 19.45 | NA | NA | NA | … | … | 2.75 | 2.82 | 4.19 | 7.68 | 17.76 | 3.44 | 8.59 | 2.33 | 3.16 | 1.16 |
| Yield(%) | 0.00 | 5.02 | 4.50 | 3.06 | 2.93 | 1.95 | 1.46 | … | … | 1.28 | 5.25 | 4.57 | 4.04 | 1.03 | 2.37 | 5.40 | 3.59 | 2.55 | 0.73 |
Data as of 06/04/2026, Common starting date is 03/17/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RIWTX (INVESTMENT GRADE BOND FUND CLASS T) |
-5.85%
Oct 2020 – Oct 2023 |
-1.18%
Jul 2020 – Jul 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RIWTX (INVESTMENT GRADE BOND FUND CLASS T) |
6.55%
Jul 2018 – Jul 2021 |
1.25%
Apr 2017 – Apr 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart