Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RMATX (MULTI-ASSET GROWTH STRATEGY FUND CLASS T) | 7.58% | 18.40% | 13.95% | 6.01% | 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 |
|---|---|---|
| RMATX (MULTI-ASSET GROWTH STRATEGY 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 (%) | 0.31 | 18.40 | 13.95 | 6.01 | NA | NA | NA | … | … | 7.58 | 17.46 | 8.85 | 15.34 | -14.63 | 8.04 | 3.29 | 9.24 | -4.72 | 5.60 |
| Sharpe Ratio | NA | 2.24 | 1.29 | 0.36 | NA | NA | NA | … | … | 1.85 | 1.53 | 0.72 | 1.42 | -1.03 | 1.08 | 0.16 | 1.69 | -1.38 | 2.20 |
| Standard Deviation(%) | NA | 7.36 | 8.50 | 10.21 | NA | NA | NA | … | … | 8.98 | 9.58 | 7.30 | 8.29 | 15.61 | 7.43 | 18.82 | 4.59 | 4.42 | 2.92 |
| Draw Down(%) | NA | 6.79 | 8.77 | 23.39 | NA | NA | NA | … | … | 6.79 | 8.56 | 4.14 | 7.93 | 22.75 | 4.43 | 24.83 | 3.43 | 8.59 | 1.25 |
| Yield(%) | 0.00 | 3.97 | 4.11 | 3.45 | 2.84 | 1.90 | 1.42 | … | … | 0.00 | 4.95 | 3.90 | 3.96 | 0.72 | 6.43 | 0.86 | 3.65 | 2.39 | 1.43 |
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 |
|---|---|---|---|---|
| RMATX (MULTI-ASSET GROWTH STRATEGY FUND CLASS T) |
-3.47%
Sep 2019 – Sep 2022 |
-1.56%
Sep 2017 – Sep 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RMATX (MULTI-ASSET GROWTH STRATEGY FUND CLASS T) |
16.24%
Sep 2022 – Sep 2025 |
8.20%
Oct 2020 – Oct 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart