Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| RSGCX (U.S. DYNAMIC EQUITY FUND CLASS C) | NA | -75.42% | -36.75% | -18.11% | -5.17% | -3.06% | -2.37% | -3.26% |
Data as of 06/02/2021, AR inception is 01/31/2001
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RSGCX (U.S. DYNAMIC EQUITY FUND CLASS C) | 01/31/2001 | 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 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -75.42 | -36.75 | -18.11 | -5.17 | -3.06 | -2.37 | -3.26 | -81.45 | 26.23 | 23.12 | -46.20 | -22.43 | 6.12 | -17.54 | -8.98 | 14.78 | 18.13 | -1.20 | 14.02 | 40.47 | -44.54 | 5.65 | 2.84 | 4.45 | 5.10 | 38.16 | -30.95 | -26.00 |
| Sharpe Ratio | NA | -0.43 | -0.36 | -0.23 | -0.09 | NA | NA | -0.09 | -0.36 | 0.70 | -0.01 | -1.29 | -0.96 | -1.52 | -1.47 | -1.19 | -0.20 | -0.03 | -0.76 | -0.24 | 0.82 | -1.55 | -0.98 | -1.46 | -1.41 | -1.02 | 0.95 | -1.80 | -1.70 |
| Standard Deviation(%) | NA | 176.75 | 104.16 | 81.14 | 58.79 | NA | NA | 44.51 | 274.16 | 36.83 | 14.13 | 52.48 | 43.57 | 18.41 | 24.59 | 23.18 | 18.76 | 15.69 | 25.97 | 19.23 | 26.60 | 41.27 | 16.79 | 13.46 | 11.77 | 14.16 | 19.79 | 28.20 | 30.41 |
| Draw Down(%) | NA | 83.53 | 83.53 | 83.53 | 83.53 | NA | NA | 83.53 | 83.53 | 36.21 | 7.54 | 53.01 | 34.91 | 16.89 | 23.55 | 17.39 | 12.13 | 11.65 | 20.95 | 17.07 | 20.61 | 53.68 | 9.60 | 12.90 | 9.30 | 15.70 | 12.82 | 38.93 | 42.23 |
| Yield(%) | 0.00 | 106.05 | 33.21 | 28.28 | 19.73 | 13.74 | 9.83 | 8.17 | 79.09 | 11.40 | 5.16 | 32.43 | 41.15 | 12.90 | 16.81 | 18.98 | 16.36 | 0.00 | 0.00 | 0.38 | 0.00 | 0.00 | 5.17 | 0.00 | 0.00 | 0.00 | 0.00 | 5.93 | 0.00 |
Data as of 06/02/2021, AR inception is 01/31/2001
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RSGCX (U.S. DYNAMIC EQUITY FUND CLASS C) |
-36.58%
Mar 2018 - Mar 2021 |
-18.05%
Mar 2016 - Mar 2021 |
-5.48%
Mar 2011 - Mar 2021 |
-3.50%
Mar 2006 - Mar 2021 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RSGCX (U.S. DYNAMIC EQUITY FUND CLASS C) |
25.99%
Feb 2009 - Feb 2012 |
22.79%
Feb 2009 - Feb 2014 |
15.40%
Feb 2009 - Feb 2019 |
9.52%
Jan 2003 - Jan 2018 |
Annualized Rolling Returns Comparison Chart