Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RMLSX (MODERATE STRATEGY FUND CLASS S) | 2.60% | 11.38% | 9.46% | 1.96% | 3.71% | 3.86% | 4.09% | … | … |
Data as of 06/05/2026, Common starting date is 02/28/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RMLSX (MODERATE STRATEGY FUND CLASS S) | 02/28/2000 | 06/05/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.30 | 11.38 | 9.46 | 1.96 | 3.71 | 3.86 | 4.09 | … | … | 2.60 | 12.44 | 7.14 | 11.19 | -16.07 | 1.47 | 3.56 | 10.92 | -4.29 | 8.54 | 7.67 | -1.68 | 4.77 | 6.57 | 10.57 | 0.01 | 11.91 | 24.23 | -23.34 | 6.68 | 9.83 | 4.77 | 7.75 | 14.69 | -2.52 | 0.28 | 2.56 |
| Sharpe Ratio | NA | 1.44 | 0.88 | -0.07 | 0.27 | NA | NA | … | … | 0.49 | 1.32 | 0.54 | 1.05 | -1.52 | 0.17 | 0.24 | 2.99 | -1.53 | 2.78 | 1.33 | -0.32 | 1.19 | 1.35 | 2.16 | 0.00 | 1.55 | 2.06 | -1.53 | 0.55 | 0.83 | 0.61 | 1.46 | 2.61 | -0.52 | -0.34 | -0.14 |
| Standard Deviation(%) | NA | 6.08 | 7.08 | 8.44 | 7.77 | NA | NA | … | … | 7.46 | 7.24 | 6.50 | 7.21 | 11.52 | 8.36 | 13.53 | 3.16 | 3.73 | 2.85 | 5.59 | 5.38 | 4.01 | 4.83 | 4.91 | 9.30 | 7.63 | 11.71 | 15.83 | 6.44 | 7.73 | 4.13 | 4.62 | 5.36 | 7.03 | 6.47 | 8.67 |
| Draw Down(%) | NA | 5.30 | 7.45 | 25.74 | 25.74 | NA | NA | … | … | 5.30 | 6.87 | 3.58 | 7.45 | 20.30 | 7.91 | 18.97 | 1.83 | 7.21 | 1.02 | 4.27 | 6.54 | 3.38 | 5.68 | 4.59 | 9.37 | 5.59 | 13.96 | 31.31 | 4.05 | 4.28 | 2.74 | 4.70 | 4.09 | 9.41 | 8.06 | 6.10 |
| Yield(%) | 0.00 | 2.69 | 2.85 | 2.40 | 3.33 | 3.78 | 3.97 | … | … | 0.00 | 3.70 | 2.89 | 1.71 | 2.35 | 3.15 | 1.19 | 4.22 | 4.39 | 3.38 | 8.66 | 12.54 | 3.82 | 1.65 | 3.22 | 2.46 | 3.93 | 4.38 | 4.65 | 7.27 | 5.56 | 2.97 | 2.23 | 2.64 | 3.25 | 4.17 | 4.47 |
Data as of 06/05/2026, Common starting date is 02/28/2000
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RMLSX (MODERATE STRATEGY FUND CLASS S) |
-7.06%
Feb 2006 – Feb 2009 |
-1.98%
Feb 2004 – Feb 2009 |
1.31%
Oct 2013 – Oct 2023 |
2.08%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RMLSX (MODERATE STRATEGY FUND CLASS S) |
17.19%
Feb 2009 – Feb 2012 |
12.82%
Feb 2009 – Feb 2014 |
7.99%
Feb 2009 – Feb 2019 |
5.87%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart