Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RLCCX (U.S. LARGE CAP EQUITY FUND CLASS C) | NA | -9.80% | 0.67% | 6.28% | NA | NA | NA | … | … |
Data as of 04/27/2018, Common starting date is 02/08/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RLCCX (U.S. LARGE CAP EQUITY FUND CLASS C) | 02/08/2012 | 04/27/2018 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -14.39 | -9.80 | 0.67 | 6.28 | NA | NA | NA | … | … | -13.45 | 10.36 | 10.17 | -0.68 | 10.10 | 30.98 | 6.55 |
| Sharpe Ratio | NA | -0.25 | 0.01 | 0.28 | NA | NA | NA | … | … | -1.11 | 0.26 | 0.73 | -0.04 | 0.84 | 2.72 | 0.52 |
| Standard Deviation(%) | NA | 42.26 | 26.89 | 22.14 | NA | NA | NA | … | … | 33.61 | 37.95 | 13.64 | 15.77 | 12.01 | 11.37 | 13.98 |
| Draw Down(%) | NA | 36.28 | 36.28 | 36.28 | NA | NA | NA | … | … | 19.95 | 25.68 | 12.12 | 13.06 | 8.71 | 5.71 | 10.78 |
| Yield(%) | 0.00 | 28.65 | 13.58 | 12.93 | 7.68 | 5.12 | 3.84 | … | … | 0.00 | 30.42 | 4.46 | 8.36 | 10.02 | 8.32 | 0.79 |
Data as of 04/27/2018, Common starting date is 02/08/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RLCCX (U.S. LARGE CAP EQUITY FUND CLASS C) |
5.88%
Mar 2015 – Mar 2018 |
9.34%
Mar 2013 – Mar 2018 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RLCCX (U.S. LARGE CAP EQUITY FUND CLASS C) |
17.72%
May 2012 – May 2015 |
13.14%
May 2012 – May 2017 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart