Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| RMCAX (U.S. MID CAP EQUITY FUND CLASS A) | NA | -10.28% | 5.87% | 4.94% | NA | NA | NA | 8.64% |
Data as of 05/22/2019, AR inception is 02/07/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RMCAX (U.S. MID CAP EQUITY FUND CLASS A) | 02/07/2012 | 05/22/2019 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -10.17 | -10.28 | 5.87 | 4.94 | NA | NA | NA | 8.64 | 3.03 | -24.53 | 3.78 | 8.89 | -16.79 | 1.95 | 19.94 | 2.80 |
| Sharpe Ratio | NA | -1.84 | -0.27 | -0.25 | NA | NA | NA | -0.23 | -0.33 | -2.00 | -0.08 | -1.56 | -0.20 | -1.09 | 0.09 | -1.14 |
| Standard Deviation(%) | NA | 24.99 | 108.81 | 114.78 | NA | NA | NA | 95.48 | 21.70 | 23.05 | 186.70 | 16.13 | 173.44 | 15.17 | 16.58 | 15.67 |
| Draw Down(%) | NA | 33.12 | 81.13 | 81.13 | NA | NA | NA | 81.13 | 13.47 | 33.12 | 73.62 | 14.91 | 76.49 | 9.67 | 10.10 | 12.44 |
| Yield(%) | 0.00 | 12.76 | 10.50 | 9.91 | 7.69 | 5.13 | 3.84 | 10.98 | 0.00 | 12.94 | 10.96 | 5.18 | 13.94 | 9.03 | 13.87 | 0.49 |
Data as of 05/22/2019, AR inception is 02/07/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RMCAX (U.S. MID CAP EQUITY FUND CLASS A) |
5.00%
Dec 2015 - Dec 2018 |
4.55%
Dec 2013 - Dec 2018 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RMCAX (U.S. MID CAP EQUITY FUND CLASS A) |
18.95%
May 2012 - May 2015 |
14.15%
Nov 2012 - Nov 2017 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart