Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RPSIX (SPECTRUM INCOME FUND SPECTRUM INCOME FUND) | 0.71% | 5.39% | 6.12% | 1.80% | 3.48% | 3.73% | 4.52% | … | … |
Data as of 06/04/2026, Common starting date is 01/30/1992
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RPSIX (SPECTRUM INCOME FUND SPECTRUM INCOME FUND) | 01/30/1992 | 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 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 5.39 | 6.12 | 1.80 | 3.48 | 3.73 | 4.52 | … | … | 0.71 | 7.87 | 4.05 | 7.92 | -10.58 | 2.60 | 6.07 | 11.55 | -2.62 | 7.01 | 8.20 | -2.01 | 3.90 | 3.02 | 10.18 | 4.15 | 9.34 | 20.31 | -9.42 | 6.20 | 8.37 | 2.09 | 8.06 | 13.87 | 5.53 | 4.58 | 7.40 | 0.27 | 6.59 | 12.21 | 7.65 | 19.43 | -1.93 | 12.37 | 8.97 |
| Sharpe Ratio | NA | 1.16 | 0.85 | -0.15 | 0.43 | NA | NA | … | … | -0.10 | 1.65 | 0.11 | 0.84 | -1.90 | 1.02 | 0.66 | 4.24 | -1.44 | 2.82 | 2.26 | -0.66 | 1.49 | 0.86 | 3.70 | 0.91 | 2.42 | 3.22 | -1.39 | 0.94 | 1.52 | -0.06 | 1.83 | 3.69 | 1.24 | 0.46 | 0.78 | -0.73 | 0.80 | 2.24 | 0.89 | 4.42 | -1.29 | 3.78 | 2.20 |
| Standard Deviation(%) | NA | 2.84 | 3.90 | 4.46 | 4.54 | NA | NA | … | … | 3.26 | 3.04 | 3.86 | 5.14 | 6.36 | 2.52 | 8.83 | 2.38 | 2.78 | 2.26 | 3.53 | 3.08 | 2.62 | 3.49 | 2.76 | 4.52 | 3.82 | 6.28 | 7.45 | 3.27 | 3.27 | 2.90 | 3.87 | 3.56 | 3.52 | 4.67 | 4.07 | 4.27 | 3.91 | 3.78 | 4.46 | 3.50 | 3.89 | 2.69 | 3.32 |
| Draw Down(%) | NA | 2.54 | 4.91 | 15.96 | 15.96 | NA | NA | … | … | 2.54 | 2.57 | 2.31 | 5.02 | 15.41 | 1.81 | 15.79 | 0.63 | 4.56 | 1.27 | 2.63 | 4.71 | 2.95 | 5.24 | 2.20 | 5.07 | 3.20 | 7.62 | 16.71 | 2.14 | 2.17 | 2.42 | 4.03 | 3.94 | 3.03 | 3.41 | 2.41 | 3.73 | 3.52 | 2.50 | 3.08 | 1.28 | 5.70 | 1.04 | 2.10 |
| Yield(%) | 0.00 | 5.19 | 5.17 | 4.24 | 4.21 | 4.25 | 4.74 | … | … | 1.75 | 5.69 | 5.02 | 4.38 | 4.20 | 3.88 | 3.72 | 4.06 | 4.40 | 4.02 | 3.93 | 4.41 | 4.37 | 4.80 | 4.42 | 4.50 | 4.47 | 5.40 | 6.30 | 5.86 | 4.75 | 4.52 | 5.13 | 4.27 | 3.88 | 6.04 | 6.56 | 7.12 | 7.76 | 7.72 | 7.66 | 7.70 | 7.07 | 8.24 | 7.95 |
Data as of 06/04/2026, Common starting date is 01/30/1992
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RPSIX (SPECTRUM INCOME FUND SPECTRUM INCOME FUND) |
-1.66%
Sep 2019 – Sep 2022 |
0.48%
Sep 2017 – Sep 2022 |
2.19%
Oct 2013 – Oct 2023 |
3.60%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RPSIX (SPECTRUM INCOME FUND SPECTRUM INCOME FUND) |
14.09%
Feb 2009 – Feb 2012 |
10.59%
Feb 2009 – Feb 2014 |
8.44%
Dec 1994 – Dec 2004 |
7.63%
Apr 1992 – Apr 2007 |
Annualized Rolling Returns Comparison Chart