Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RSEEX (U.S. STRATEGIC EQUITY FUND CLASS E) | NA | 7.44% | 9.17% | 9.15% | NA | NA | NA | … | … |
Data as of 07/09/2020, Common starting date is 08/10/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RSEEX (U.S. STRATEGIC EQUITY FUND CLASS E) | 08/10/2012 | 07/09/2020 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.77 | 7.44 | 9.17 | 9.15 | NA | NA | NA | … | … | 0.13 | 29.57 | -9.62 | 20.04 | 10.78 | -0.35 | 11.41 | 31.32 | 3.19 |
| Sharpe Ratio | NA | 0.20 | 0.35 | 0.42 | NA | NA | NA | … | … | 0.00 | 2.22 | -0.64 | 1.49 | 0.76 | -0.02 | 0.94 | 2.73 | 0.72 |
| Standard Deviation(%) | NA | 33.18 | 23.25 | 20.05 | NA | NA | NA | … | … | 44.53 | 12.70 | 17.18 | 13.06 | 13.89 | 15.71 | 12.12 | 11.46 | 11.87 |
| Draw Down(%) | NA | 34.39 | 34.39 | 34.39 | NA | NA | NA | … | … | 34.39 | 6.73 | 22.17 | 8.01 | 12.10 | 12.18 | 8.51 | 6.20 | 7.24 |
| Yield(%) | 0.12 | 5.10 | 10.48 | 8.91 | 8.04 | 5.36 | 4.02 | … | … | 0.32 | 6.19 | 16.92 | 9.81 | 5.83 | 5.99 | 10.56 | 9.94 | 0.80 |
Data as of 07/09/2020, Common starting date is 08/10/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RSEEX (U.S. STRATEGIC EQUITY FUND CLASS E) |
2.03%
Mar 2017 – Mar 2020 |
4.10%
Mar 2015 – Mar 2020 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RSEEX (U.S. STRATEGIC EQUITY FUND CLASS E) |
15.31%
Sep 2015 – Sep 2018 |
14.16%
Dec 2012 – Dec 2017 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart