Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RLECX (U.S. SMALL CAP EQUITY FUND CLASS C) | 15.52% | 33.39% | 13.77% | -2.71% | 6.70% | 7.09% | NA | … | … |
Data as of 06/03/2026, Common starting date is 09/04/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RLECX (U.S. SMALL CAP EQUITY FUND CLASS C) | 09/04/2008 | 06/03/2026 |
| 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 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.67 | 33.39 | 13.77 | -2.71 | 6.70 | 7.09 | NA | … | … | 15.52 | 7.57 | 6.84 | 12.43 | -21.37 | -9.29 | 11.67 | 22.25 | -13.26 | 29.69 | 21.02 | -7.24 | 3.05 | 42.72 | 12.87 | -4.98 | 25.15 | 30.88 | -34.54 |
| Sharpe Ratio | NA | 1.87 | 0.57 | -0.20 | 0.21 | NA | NA | … | … | 2.26 | 0.21 | 0.17 | 0.47 | -0.87 | -0.25 | 0.27 | 1.41 | -0.87 | 1.60 | 1.18 | -0.44 | 0.19 | 2.91 | 0.77 | -0.16 | 1.09 | 0.94 | -1.07 |
| Standard Deviation(%) | NA | 17.82 | 19.96 | 25.37 | 24.82 | NA | NA | … | … | 18.69 | 22.19 | 19.17 | 18.69 | 26.36 | 37.57 | 41.43 | 14.72 | 16.97 | 18.24 | 17.68 | 16.34 | 15.75 | 14.66 | 16.85 | 31.07 | 23.08 | 32.68 | 68.11 |
| Draw Down(%) | NA | 9.32 | 28.10 | 49.55 | 49.55 | NA | NA | … | … | 9.32 | 23.85 | 9.66 | 17.67 | 24.33 | 34.22 | 43.59 | 8.80 | 27.30 | 5.77 | 15.19 | 16.48 | 13.49 | 5.44 | 13.59 | 28.58 | 19.88 | 29.87 | 50.21 |
| Yield(%) | 0.00 | 9.48 | 8.71 | 3.09 | 7.20 | 7.69 | 6.40 | … | … | 0.00 | 8.84 | 13.60 | 2.56 | 0.00 | 0.00 | 0.00 | 4.54 | 13.96 | 26.11 | 0.27 | 6.59 | 7.26 | 18.16 | 0.00 | 0.00 | 0.00 | 0.00 | 0.08 |
Data as of 06/03/2026, Common starting date is 09/04/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RLECX (U.S. SMALL CAP EQUITY FUND CLASS C) |
-12.97%
Apr 2021 – Apr 2024 |
-4.99%
Sep 2018 – Sep 2023 |
2.30%
Oct 2013 – Oct 2023 |
5.60%
Apr 2010 – Apr 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RLECX (U.S. SMALL CAP EQUITY FUND CLASS C) |
28.49%
Feb 2009 – Feb 2012 |
25.60%
Feb 2009 – Feb 2014 |
16.72%
Feb 2009 – Feb 2019 |
10.51%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart