Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| RSGAX (U.S. DYNAMIC EQUITY FUND CLASS A) | NA | -76.89% | -37.74% | -19.50% | NA | NA | NA | -7.90% |
Data as of 06/02/2021, AR inception is 08/16/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RSGAX (U.S. DYNAMIC EQUITY FUND CLASS A) | 08/16/2012 | 06/02/2021 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -76.89 | -37.74 | -19.50 | NA | NA | NA | -7.90 | -82.39 | 25.30 | 24.51 | -12.91 | 20.33 | 14.07 | -0.71 | 10.54 | 32.63 | 4.09 |
| Sharpe Ratio | NA | -0.56 | -0.47 | -0.31 | NA | NA | NA | -0.15 | -0.46 | 0.68 | 1.62 | -0.78 | 2.31 | 0.82 | -0.04 | 0.77 | 2.42 | 0.78 |
| Standard Deviation(%) | NA | 138.32 | 82.57 | 64.46 | NA | NA | NA | 49.63 | 214.87 | 36.62 | 14.29 | 18.15 | 8.57 | 16.92 | 16.86 | 13.73 | 13.48 | 14.78 |
| Draw Down(%) | NA | 83.67 | 83.67 | 83.67 | NA | NA | NA | 83.67 | 83.67 | 36.20 | 7.44 | 24.43 | 4.23 | 15.98 | 13.62 | 10.46 | 6.74 | 8.99 |
| Yield(%) | 0.00 | 7.57 | 10.54 | 14.50 | 12.40 | 8.26 | 6.20 | 15.50 | 0.00 | 7.33 | 3.59 | 24.41 | 33.81 | 5.88 | 14.57 | 16.88 | 14.94 | 0.31 |
Data as of 06/02/2021, AR inception is 08/16/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RSGAX (U.S. DYNAMIC EQUITY FUND CLASS A) |
-37.40%
May 2018 - May 2021 |
-19.41%
May 2016 - May 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RSGAX (U.S. DYNAMIC EQUITY FUND CLASS A) |
15.64%
Sep 2015 - Sep 2018 |
17.45%
Feb 2016 - Feb 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart