Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RMLAX (MODERATE STRATEGY FUND CLASS A) | 3.61% | 12.59% | 9.66% | 2.06% | 3.67% | 3.69% | 3.93% | … | … |
Data as of 06/03/2026, Common starting date is 03/06/2003
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RMLAX (MODERATE STRATEGY FUND CLASS A) | 03/06/2003 | 06/03/2026 |
| 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 | 2007 | 2006 | 2005 | 2004 | 2003 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.09 | 12.59 | 9.66 | 2.06 | 3.67 | 3.69 | 3.93 | … | … | 3.61 | 12.22 | 6.95 | 11.04 | -16.26 | 1.24 | 3.35 | 10.83 | -4.46 | 8.28 | 7.62 | -1.95 | 4.52 | 6.33 | 10.30 | -0.25 | 11.64 | 24.03 | -23.54 | 6.44 | 9.50 | 4.56 | 7.50 | 15.08 |
| Sharpe Ratio | NA | 1.79 | 0.98 | -0.05 | 0.27 | NA | NA | … | … | 1.00 | 1.30 | 0.51 | 1.03 | -1.55 | 0.13 | 0.23 | 3.04 | -1.61 | 2.72 | 1.35 | -0.37 | 1.11 | 1.33 | 2.09 | -0.03 | 1.50 | 2.05 | -1.56 | 0.52 | 1.26 | 0.55 | 1.42 | 3.48 |
| Standard Deviation(%) | NA | 5.92 | 7.03 | 8.42 | 7.85 | NA | NA | … | … | 7.29 | 7.21 | 6.49 | 7.20 | 11.49 | 9.36 | 13.46 | 3.08 | 3.65 | 2.81 | 5.49 | 5.32 | 4.05 | 4.74 | 4.93 | 9.28 | 7.72 | 11.70 | 15.69 | 6.37 | 4.86 | 4.14 | 4.60 | 5.13 |
| Draw Down(%) | NA | 5.28 | 7.46 | 25.85 | 25.85 | NA | NA | … | … | 5.28 | 6.97 | 3.65 | 7.46 | 20.39 | 7.95 | 18.92 | 1.85 | 7.39 | 1.08 | 4.20 | 6.61 | 3.46 | 5.62 | 4.67 | 9.55 | 5.61 | 14.01 | 31.47 | 3.98 | 4.14 | 2.71 | 4.85 | 2.64 |
| Yield(%) | 0.00 | 2.61 | 2.73 | 2.33 | 3.26 | 3.63 | 3.82 | … | … | 0.00 | 3.60 | 2.76 | 1.58 | 2.25 | 3.13 | 1.16 | 4.19 | 4.28 | 3.31 | 8.52 | 12.40 | 3.57 | 1.40 | 2.93 | 2.21 | 3.75 | 4.14 | 4.44 | 7.03 | 5.33 | 2.75 | 2.07 | 1.63 |
Data as of 06/03/2026, Common starting date is 03/06/2003
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RMLAX (MODERATE STRATEGY FUND CLASS A) |
-7.32%
Feb 2006 – Feb 2009 |
-2.23%
Feb 2004 – Feb 2009 |
1.12%
Oct 2013 – Oct 2023 |
1.87%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RMLAX (MODERATE STRATEGY FUND CLASS A) |
16.96%
Feb 2009 – Feb 2012 |
12.56%
Feb 2009 – Feb 2014 |
7.77%
Feb 2009 – Feb 2019 |
5.42%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart