Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RMLCX (MODERATE STRATEGY FUND CLASS C) | 3.69% | 11.77% | 9.00% | 1.25% | 2.89% | 2.97% | 3.17% | … | … |
Data as of 06/04/2026, Common starting date is 02/23/1999
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RMLCX (MODERATE STRATEGY FUND CLASS C) | 02/23/1999 | 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 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.10 | 11.77 | 9.00 | 1.25 | 2.89 | 2.97 | 3.17 | … | … | 3.69 | 9.61 | 6.09 | 10.34 | -16.91 | 0.17 | 2.62 | 9.92 | -5.19 | 7.65 | 6.77 | -2.63 | 3.71 | 5.48 | 9.55 | -0.98 | 10.97 | 23.12 | -24.14 | 5.67 | 8.66 | 3.80 | 6.62 | 13.59 | -3.86 | -3.96 | 0.21 | 6.92 |
| Sharpe Ratio | NA | 1.65 | 0.87 | -0.14 | 0.17 | NA | NA | … | … | 0.91 | 0.94 | -0.08 | 0.86 | -1.59 | 0.02 | 0.18 | 2.74 | -1.75 | 2.43 | 1.19 | -0.50 | 0.91 | 1.13 | 1.92 | -0.11 | 1.42 | 1.96 | -1.58 | 0.42 | 1.11 | 0.40 | 1.20 | 2.43 | -0.70 | -0.93 | -0.47 | 0.88 |
| Standard Deviation(%) | NA | 5.96 | 7.03 | 8.47 | 7.79 | NA | NA | … | … | 7.39 | 7.31 | 6.48 | 7.15 | 11.56 | 8.60 | 13.55 | 3.11 | 3.72 | 2.90 | 5.53 | 5.33 | 4.08 | 4.82 | 5.00 | 9.40 | 7.64 | 11.73 | 15.79 | 6.34 | 4.88 | 4.12 | 4.73 | 5.31 | 7.05 | 6.88 | 8.19 | 5.47 |
| Draw Down(%) | NA | 5.36 | 7.63 | 26.59 | 26.59 | NA | NA | … | … | 5.36 | 7.07 | 3.69 | 7.63 | 20.82 | 8.32 | 19.06 | 1.98 | 8.04 | 1.04 | 4.34 | 6.85 | 3.49 | 5.74 | 4.79 | 9.78 | 5.74 | 14.08 | 31.87 | 4.09 | 4.25 | 2.81 | 4.94 | 4.21 | 10.03 | 9.84 | 6.28 | 3.99 |
| Yield(%) | 0.00 | 2.12 | 2.22 | 1.96 | 2.87 | 3.17 | 3.30 | … | … | 0.00 | 3.06 | 2.18 | 1.13 | 1.91 | 3.01 | 0.99 | 4.03 | 3.76 | 2.94 | 7.80 | 11.76 | 2.94 | 0.81 | 2.08 | 1.59 | 3.18 | 3.36 | 3.78 | 6.29 | 4.61 | 2.01 | 1.50 | 1.68 | 2.01 | 0.00 | 3.65 | 3.91 |
Data as of 06/04/2026, Common starting date is 02/23/1999
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RMLCX (MODERATE STRATEGY FUND CLASS C) |
-7.99%
Feb 2006 – Feb 2009 |
-2.95%
Feb 2004 – Feb 2009 |
0.28%
Mar 1999 – Mar 2009 |
1.11%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RMLCX (MODERATE STRATEGY FUND CLASS C) |
16.11%
Feb 2009 – Feb 2012 |
11.75%
Feb 2009 – Feb 2014 |
6.99%
Feb 2009 – Feb 2019 |
4.86%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart