Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RMCCX (U.S. MID CAP EQUITY FUND CLASS C) | NA | -9.75% | 5.20% | 4.22% | NA | NA | NA | … | … |
Data as of 05/22/2019, Common starting date is 02/08/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RMCCX (U.S. MID CAP EQUITY FUND CLASS C) | 02/08/2012 | 05/22/2019 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -10.62 | -9.75 | 5.20 | 4.22 | NA | NA | NA | … | … | 4.10 | -12.32 | 12.70 | 13.39 | -3.30 | 9.91 | 33.36 | 2.28 |
| Sharpe Ratio | NA | -0.61 | 0.26 | 0.23 | NA | NA | NA | … | … | 0.41 | -0.89 | 0.77 | 0.84 | -0.22 | 0.76 | 2.65 | 0.16 |
| Standard Deviation(%) | NA | 18.53 | 16.31 | 15.80 | NA | NA | NA | … | … | 22.60 | 15.33 | 15.80 | 15.57 | 15.31 | 12.96 | 12.56 | 15.64 |
| Draw Down(%) | NA | 22.08 | 24.98 | 24.98 | NA | NA | NA | … | … | 13.96 | 22.08 | 9.51 | 15.05 | 13.04 | 9.73 | 5.84 | 12.42 |
| Yield(%) | 0.00 | 14.30 | 10.87 | 9.93 | 7.54 | 5.03 | 3.77 | … | … | 1.98 | 12.92 | 10.98 | 4.58 | 13.73 | 8.93 | 13.66 | 0.19 |
Data as of 05/22/2019, 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 |
|---|---|---|---|---|
| RMCCX (U.S. MID CAP EQUITY FUND CLASS C) |
3.86%
Dec 2015 – Dec 2018 |
3.56%
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 |
|---|---|---|---|---|
| RMCCX (U.S. MID CAP EQUITY FUND CLASS C) |
18.08%
May 2012 – May 2015 |
13.18%
Nov 2012 – Nov 2017 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart