Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RMCSX (U.S. MID CAP EQUITY FUND CLASS S) | NA | -10.14% | 5.79% | 4.99% | 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 |
|---|---|---|
| RMCSX (U.S. MID CAP EQUITY FUND CLASS S) | 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 (%) | -10.13 | -10.14 | 5.79 | 4.99 | NA | NA | NA | … | … | 3.01 | -11.40 | 13.82 | 14.65 | -2.41 | 11.05 | 34.76 | 3.12 |
| Sharpe Ratio | NA | -0.65 | 0.30 | 0.28 | NA | NA | NA | … | … | 0.29 | -0.83 | 0.85 | 0.92 | -0.16 | 0.85 | 2.74 | 0.22 |
| Standard Deviation(%) | NA | 18.02 | 16.07 | 15.64 | NA | NA | NA | … | … | 21.61 | 15.28 | 15.61 | 15.63 | 15.24 | 13.00 | 12.66 | 15.60 |
| Draw Down(%) | NA | 21.77 | 24.03 | 24.03 | NA | NA | NA | … | … | 13.50 | 21.77 | 9.33 | 14.87 | 12.86 | 9.58 | 5.72 | 12.21 |
| Yield(%) | 0.00 | 12.91 | 10.72 | 10.10 | 7.84 | 5.23 | 3.92 | … | … | 0.00 | 13.14 | 11.17 | 5.42 | 14.14 | 9.25 | 14.09 | 0.63 |
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 |
|---|---|---|---|---|
| RMCSX (U.S. MID CAP EQUITY FUND CLASS S) |
4.95%
Dec 2015 – Dec 2018 |
4.61%
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 |
|---|---|---|---|---|
| RMCSX (U.S. MID CAP EQUITY FUND CLASS S) |
19.24%
May 2012 – May 2015 |
14.32%
Nov 2012 – Nov 2017 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart