Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RSBCX (SHORT DURATION BOND FUND CLASS C) | 0.12% | 2.61% | 3.82% | 0.84% | 1.22% | 1.01% | 1.66% | … | … |
Data as of 06/04/2026, Common starting date is 04/01/1999
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RSBCX (SHORT DURATION BOND FUND CLASS C) | 04/01/1999 | 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 (%) | -0.22 | 2.61 | 3.82 | 0.84 | 1.22 | 1.01 | 1.66 | … | … | 0.12 | 4.81 | 3.68 | 3.98 | -5.91 | -2.18 | 3.96 | 3.62 | 0.18 | 0.32 | 1.49 | -0.72 | -0.01 | -0.38 | 3.74 | 0.29 | 3.80 | 12.09 | -5.57 | 4.98 | 2.75 | 0.43 | 0.20 | 1.40 | 1.60 | 2.19 | 6.50 | 1.42 |
| Sharpe Ratio | NA | 0.35 | 0.40 | -0.77 | -0.21 | NA | NA | … | … | -1.03 | 1.23 | 0.03 | 0.12 | -2.90 | -1.67 | 1.50 | 1.70 | -1.52 | -0.50 | 1.57 | -0.90 | -0.04 | -0.41 | 4.27 | 0.21 | 2.20 | 4.33 | -1.69 | 1.11 | -0.52 | -1.66 | -0.50 | 0.39 | 0.19 | -0.08 | 1.97 | -1.30 |
| Standard Deviation(%) | NA | 1.42 | 1.86 | 2.11 | 1.79 | NA | NA | … | … | 1.50 | 1.57 | 1.91 | 2.69 | 2.54 | 1.32 | 2.47 | 1.27 | 0.80 | 0.67 | 0.81 | 0.84 | 0.75 | 1.02 | 0.87 | 1.23 | 1.69 | 2.77 | 3.85 | 1.66 | 1.29 | 1.10 | 1.56 | 1.73 | 2.35 | 3.33 | 1.16 | 1.18 |
| Draw Down(%) | NA | 1.14 | 1.19 | 9.55 | 9.57 | NA | NA | … | … | 1.14 | 0.92 | 1.19 | 1.58 | 7.55 | 2.18 | 4.55 | 0.73 | 0.53 | 0.48 | 0.85 | 1.37 | 0.77 | 1.99 | 0.31 | 1.70 | 1.90 | 2.37 | 9.83 | 0.67 | 0.48 | 0.93 | 1.90 | 1.59 | 1.64 | 2.42 | 0.72 | 0.76 |
| Yield(%) | 0.00 | 3.57 | 3.21 | 2.02 | 1.56 | 1.33 | 1.73 | … | … | 1.20 | 4.03 | 3.03 | 1.92 | 0.29 | 0.64 | 1.32 | 1.47 | 1.23 | 0.43 | 0.74 | 0.54 | 0.93 | 0.65 | 1.73 | 1.13 | 1.54 | 3.67 | 2.71 | 3.17 | 3.03 | 1.85 | 0.99 | 1.13 | 0.00 | 0.00 | 5.41 | 3.23 |
Data as of 06/04/2026, Common starting date is 04/01/1999
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RSBCX (SHORT DURATION BOND FUND CLASS C) |
-2.19%
Sep 2020 – Sep 2023 |
-0.44%
Oct 2017 – Oct 2022 |
-0.12%
Oct 2012 – Oct 2022 |
0.79%
Feb 2008 – Feb 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RSBCX (SHORT DURATION BOND FUND CLASS C) |
5.92%
Nov 2008 – Nov 2011 |
4.32%
Nov 2008 – Nov 2013 |
2.68%
Apr 2000 – Apr 2010 |
2.34%
May 1999 – May 2014 |
Annualized Rolling Returns Comparison Chart