Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RSCRX (U.S. SMALL CAP EQUITY FUND CLASS R6) | 17.68% | 36.99% | 15.65% | 6.25% | 10.55% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 03/02/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RSCRX (U.S. SMALL CAP EQUITY FUND CLASS R6) | 03/02/2016 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.17 | 36.99 | 15.65 | 6.25 | 10.55 | NA | NA | … | … | 17.68 | 2.63 | 8.16 | 13.74 | -16.15 | 26.25 | 13.00 | 24.02 | -12.22 | 14.47 | 28.63 |
| Sharpe Ratio | NA | 1.95 | 0.64 | 0.17 | 0.41 | NA | NA | … | … | 2.35 | -0.01 | 0.24 | 0.53 | -0.69 | 1.26 | 0.31 | 1.53 | -0.80 | 1.21 | 2.15 |
| Standard Deviation(%) | NA | 17.83 | 20.09 | 21.09 | 22.29 | NA | NA | … | … | 18.70 | 23.91 | 19.15 | 19.09 | 25.71 | 20.74 | 41.42 | 14.74 | 17.00 | 11.44 | 16.19 |
| Draw Down(%) | NA | 9.19 | 27.77 | 27.77 | 44.69 | NA | NA | … | … | 9.19 | 23.71 | 9.54 | 16.93 | 23.67 | 10.08 | 43.49 | 8.43 | 27.05 | 5.69 | 8.00 |
| Yield(%) | 0.00 | 8.81 | 8.36 | 8.60 | 9.85 | 7.28 | 5.46 | … | … | 0.00 | 8.25 | 12.62 | 2.91 | 4.16 | 30.01 | 0.61 | 5.51 | 13.72 | 12.66 | 1.11 |
Data as of 06/04/2026, Common starting date is 03/02/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RSCRX (U.S. SMALL CAP EQUITY FUND CLASS R6) |
-6.60%
Mar 2017 – Mar 2020 |
3.60%
Sep 2018 – Sep 2023 |
10.52%
Apr 2016 – Apr 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RSCRX (U.S. SMALL CAP EQUITY FUND CLASS R6) |
22.28%
Mar 2020 – Mar 2023 |
15.49%
Apr 2016 – Apr 2021 |
10.67%
May 2016 – May 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart