Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RSRAX (REAVES SELECT RESEARCH FUND CLASS A SHARES) | NA | 15.45% | 7.96% | 10.49% | 5.52% | NA | NA | … | … |
Data as of 11/29/2016, Common starting date is 04/13/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RSRAX (REAVES SELECT RESEARCH FUND CLASS A SHARES) | 04/13/2005 | 11/29/2016 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.17 | 15.45 | 7.96 | 10.49 | 5.52 | NA | NA | … | … | 16.88 | -5.91 | 12.32 | 20.95 | 5.62 | 9.11 | 11.77 | 23.05 | -40.81 | 21.39 | 18.71 | 1.50 |
| Sharpe Ratio | NA | 1.18 | 0.56 | 0.80 | 0.24 | NA | NA | … | … | 1.42 | -0.41 | 0.81 | 1.90 | 0.55 | 0.44 | 0.68 | 0.90 | -0.98 | 1.13 | 1.29 | -0.02 |
| Standard Deviation(%) | NA | 13.21 | 14.15 | 13.05 | 20.65 | NA | NA | … | … | 12.96 | 14.57 | 15.16 | 11.03 | 10.20 | 20.41 | 17.24 | 25.63 | 42.32 | 16.21 | 11.87 | 15.45 |
| Draw Down(%) | NA | 7.24 | 13.43 | 13.43 | 55.84 | NA | NA | … | … | 6.95 | 13.04 | 9.08 | 7.66 | 6.93 | 15.80 | 14.77 | 26.71 | 51.32 | 11.64 | 6.88 | 12.13 |
| Yield(%) | 0.00 | 1.89 | 4.69 | 4.33 | 5.02 | 4.07 | 3.05 | … | … | 0.57 | 2.18 | 8.39 | 4.71 | 1.74 | 1.80 | 1.38 | 1.67 | 10.17 | 18.04 | 10.06 | 0.00 |
Data as of 11/29/2016, Common starting date is 04/13/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RSRAX (REAVES SELECT RESEARCH FUND CLASS A SHARES) |
-11.34%
Jun 2007 – Jun 2010 |
-2.03%
Aug 2005 – Aug 2010 |
4.13%
Sep 2005 – Sep 2015 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RSRAX (REAVES SELECT RESEARCH FUND CLASS A SHARES) |
21.94%
Feb 2009 – Feb 2012 |
18.59%
Feb 2009 – Feb 2014 |
6.94%
Jun 2006 – Jun 2016 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart