Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RLCZX (U.S. LARGE CAP EQUITY FUND CLASS A) | NA | -9.02% | 1.46% | 7.10% | 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 |
|---|---|---|
| RLCZX (U.S. LARGE CAP EQUITY FUND CLASS A) | 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 (%) | -14.30 | -9.02 | 1.46 | 7.10 | NA | NA | NA | … | … | -13.14 | 11.18 | 11.05 | 0.07 | 10.92 | 31.89 | 7.26 |
| Sharpe Ratio | NA | -0.23 | 0.04 | 0.32 | NA | NA | NA | … | … | -1.09 | 0.28 | 0.79 | 0.00 | 0.90 | 2.80 | 0.59 |
| Standard Deviation(%) | NA | 42.33 | 26.90 | 22.16 | NA | NA | NA | … | … | 33.69 | 38.00 | 13.64 | 15.68 | 12.05 | 11.37 | 13.90 |
| Draw Down(%) | NA | 36.13 | 36.13 | 36.13 | NA | NA | NA | … | … | 19.78 | 25.69 | 12.01 | 12.86 | 8.63 | 5.54 | 10.60 |
| Yield(%) | 0.00 | 29.21 | 14.21 | 13.66 | 8.21 | 5.47 | 4.10 | … | … | 0.08 | 31.14 | 5.23 | 9.01 | 10.73 | 9.03 | 1.49 |
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 |
|---|---|---|---|---|
| RLCZX (U.S. LARGE CAP EQUITY FUND CLASS A) |
6.68%
Mar 2015 – Mar 2018 |
10.16%
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 |
|---|---|---|---|---|
| RLCZX (U.S. LARGE CAP EQUITY FUND CLASS A) |
18.55%
May 2012 – May 2015 |
13.99%
May 2012 – May 2017 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart