Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RLISX (U.S. CORE EQUITY FUND CLASS S) | 11.64% | 24.20% | 16.66% | 3.96% | 8.98% | 9.66% | NA | … | … |
Data as of 06/04/2026, Common starting date is 09/04/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RLISX (U.S. CORE EQUITY FUND CLASS S) | 09/04/2008 | 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 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.03 | 24.20 | 16.66 | 3.96 | 8.98 | 9.66 | NA | … | … | 11.64 | 14.52 | 11.73 | 12.34 | -22.72 | 15.82 | 6.61 | 29.36 | -8.74 | 21.10 | 11.33 | 0.52 | 11.68 | 31.88 | 15.82 | -3.04 | 15.53 | 29.50 | -30.24 |
| Sharpe Ratio | NA | 2.03 | 1.09 | 0.08 | 0.41 | NA | NA | … | … | 2.20 | 0.77 | 0.78 | 0.71 | -0.90 | 0.95 | 0.19 | 2.27 | -0.63 | 2.97 | 0.79 | 0.03 | 0.97 | 2.79 | 1.12 | -0.12 | 0.81 | 1.04 | -1.00 |
| Standard Deviation(%) | NA | 10.24 | 12.37 | 17.11 | 17.91 | NA | NA | … | … | 11.15 | 15.21 | 10.39 | 12.30 | 26.87 | 16.70 | 33.46 | 12.30 | 16.03 | 6.92 | 14.09 | 15.73 | 12.07 | 11.41 | 14.19 | 24.86 | 19.05 | 28.19 | 67.05 |
| Draw Down(%) | NA | 6.67 | 15.19 | 31.07 | 34.41 | NA | NA | … | … | 6.67 | 13.65 | 8.25 | 10.21 | 25.11 | 11.22 | 34.41 | 7.48 | 21.19 | 2.80 | 11.97 | 12.17 | 8.59 | 5.76 | 12.20 | 22.02 | 16.46 | 26.21 | 44.21 |
| Yield(%) | 0.00 | 14.03 | 13.81 | 6.63 | 9.17 | 10.38 | 8.15 | … | … | 0.00 | 14.95 | 14.64 | 13.20 | 1.29 | 1.09 | 1.43 | 2.16 | 28.30 | 14.98 | 11.13 | 20.70 | 16.61 | 0.86 | 1.19 | 0.93 | 1.02 | 0.96 | 0.40 |
Data as of 06/04/2026, 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 |
|---|---|---|---|---|
| RLISX (U.S. CORE EQUITY FUND CLASS S) |
-2.94%
Apr 2021 – Apr 2024 |
1.43%
Sep 2018 – Sep 2023 |
6.05%
Oct 2013 – Oct 2023 |
8.49%
Apr 2010 – Apr 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RLISX (U.S. CORE EQUITY FUND CLASS S) |
24.12%
Feb 2009 – Feb 2012 |
21.87%
Feb 2009 – Feb 2014 |
15.15%
Feb 2009 – Feb 2019 |
11.65%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart