Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RSGSX (U.S. DYNAMIC EQUITY FUND CLASS S) | NA | -72.79% | -34.11% | -17.87% | -4.56% | -2.34% | -1.84% | … | … |
Data as of 06/02/2021, Common starting date is 02/14/2001
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RSGSX (U.S. DYNAMIC EQUITY FUND CLASS S) | 02/14/2001 | 06/02/2021 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | 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 | -72.79 | -34.11 | -17.87 | -4.56 | -2.34 | -1.84 | … | … | -79.26 | 25.45 | 29.94 | -12.63 | 11.92 | 14.39 | -0.45 | 10.80 | 32.90 | 19.47 | -0.36 | 15.35 | 41.78 | -44.03 | 11.80 | 4.02 | 5.53 | 6.44 | 39.85 | -30.21 | -19.22 |
| Sharpe Ratio | NA | -0.57 | -0.46 | -0.30 | -0.11 | NA | NA | … | … | -0.50 | 0.69 | 2.13 | -0.77 | 0.28 | 0.84 | -0.03 | 0.78 | 2.43 | 1.25 | -0.01 | 0.79 | 1.58 | -1.09 | 0.52 | 0.05 | 0.28 | 0.39 | 1.97 | -1.11 | -0.79 |
| Standard Deviation(%) | NA | 127.08 | 76.33 | 62.17 | 45.77 | NA | NA | … | … | 197.17 | 36.54 | 13.39 | 18.04 | 40.01 | 16.90 | 16.83 | 13.82 | 13.50 | 15.72 | 26.05 | 19.29 | 26.38 | 41.28 | 17.05 | 13.52 | 11.80 | 14.26 | 19.84 | 28.30 | 30.71 |
| Draw Down(%) | NA | 80.72 | 80.72 | 80.72 | 80.72 | NA | NA | … | … | 80.72 | 36.18 | 7.30 | 24.24 | 26.87 | 15.96 | 13.61 | 10.40 | 6.80 | 11.64 | 20.76 | 16.84 | 20.56 | 53.28 | 8.69 | 12.72 | 9.14 | 15.18 | 12.70 | 38.47 | 38.00 |
| Yield(%) | 0.00 | 59.87 | 23.23 | 21.76 | 17.46 | 12.78 | 9.43 | … | … | 43.23 | 6.81 | 3.65 | 23.00 | 32.33 | 5.83 | 14.19 | 16.40 | 14.70 | 0.21 | 0.00 | 0.00 | 0.02 | 0.18 | 4.83 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/02/2021, Common starting date is 02/14/2001
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RSGSX (U.S. DYNAMIC EQUITY FUND CLASS S) |
-33.77%
May 2018 – May 2021 |
-17.78%
May 2016 – May 2021 |
-4.76%
May 2011 – May 2021 |
-2.21%
May 2006 – May 2021 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RSGSX (U.S. DYNAMIC EQUITY FUND CLASS S) |
27.14%
Feb 2009 – Feb 2012 |
23.94%
Feb 2009 – Feb 2014 |
15.06%
Feb 2009 – Feb 2019 |
9.68%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart