Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| RSQAX (U.S. CORE EQUITY FUND CLASS A) | 6.87% | -0.82% | -1.92% | 2.65% | 4.53% | 8.21% | NA | 6.42% |
Data as of 07/02/2025, AR inception is 09/04/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RSQAX (U.S. CORE EQUITY FUND CLASS A) | 09/04/2008 | 07/02/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.32 | -0.82 | -1.92 | 2.65 | 4.53 | 8.21 | NA | 6.42 | 6.87 | -1.07 | 0.40 | -22.86 | 15.55 | 6.33 | 29.01 | -9.00 | 20.22 | 11.55 | 0.28 | 11.39 | 31.57 | 15.48 | -3.27 | 15.35 | 29.32 | -30.26 |
| Sharpe Ratio | NA | -0.34 | -0.25 | 0.00 | 0.14 | NA | NA | 0.24 | 0.24 | -0.43 | -0.24 | -0.91 | 0.93 | 0.18 | 2.25 | -0.64 | 2.84 | 0.80 | 0.02 | 0.94 | 2.76 | 1.10 | -0.13 | 0.80 | 1.04 | -1.00 |
| Standard Deviation(%) | NA | 21.48 | 20.60 | 19.59 | 19.24 | NA | NA | 21.13 | 19.83 | 17.86 | 15.96 | 26.82 | 16.65 | 33.45 | 12.28 | 16.06 | 6.92 | 14.12 | 15.75 | 12.07 | 11.41 | 14.19 | 24.86 | 19.13 | 28.16 | 67.12 |
| Draw Down(%) | NA | 24.78 | 26.01 | 35.29 | 35.29 | NA | NA | 47.36 | 13.67 | 18.55 | 11.37 | 25.23 | 11.21 | 34.44 | 7.49 | 21.29 | 2.87 | 12.02 | 12.20 | 8.59 | 5.78 | 12.26 | 22.11 | 16.48 | 26.14 | 44.23 |
| Yield(%) | 0.00 | 1.93 | 1.43 | 1.44 | 6.85 | 10.17 | 6.27 | 7.84 | 0.48 | 1.76 | 1.50 | 1.02 | 0.74 | 1.15 | 1.81 | 27.91 | 14.60 | 10.85 | 20.42 | 16.33 | 0.60 | 0.93 | 0.69 | 0.85 | 0.69 | 0.37 |
Data as of 07/02/2025, AR inception is 09/04/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RSQAX (U.S. CORE EQUITY FUND CLASS A) |
-8.49%
Dec 2021 - Dec 2024 |
-1.20%
Dec 2019 - Dec 2024 |
3.78%
Apr 2015 - Apr 2025 |
6.58%
Apr 2010 - Apr 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RSQAX (U.S. CORE EQUITY FUND CLASS A) |
23.85%
Feb 2009 - Feb 2012 |
21.58%
Feb 2009 - Feb 2014 |
14.86%
Feb 2009 - Feb 2019 |
10.56%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart