Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
RSSS (Research Solutions, Inc.) -24.83% -20.50% 3.91% -2.04% 6.30% -1.68% NA
Data as of 06/03/2026, Common starting date is 11/16/2010
More Performance Analytics Comparison
Name Start Date End Date
RSSS (Research Solutions, Inc.) 11/16/2010 06/03/2026
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception YTD 2025 2024 2023 2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011 2010
Annualized Return (%) -3.49 -20.50 3.91 -2.04 6.30 -1.68 NA -24.83 -29.88 59.23 35.42 -21.95 5.58 -35.28 46.94 100.82 18.45 68.85 -27.38 -58.00 132.56 -21.82 -58.49 43.24
Sharpe Ratio NA -0.51 -0.04 -0.10 0.09 NA NA -1.10 -0.67 1.13 0.73 -0.68 0.11 -0.62 0.73 1.42 0.45 1.07 -0.39 -0.62 1.54 -0.28 -0.76 34.67
Standard Deviation(%) NA 48.34 48.22 45.08 50.85 NA NA 49.34 49.50 47.13 43.31 34.28 49.18 57.39 62.17 69.88 40.02 63.81 70.89 93.23 85.82 79.09 77.50 50.66
Draw Down(%) NA 46.46 48.92 48.92 51.67 NA NA 29.10 43.13 29.74 16.31 29.27 31.31 40.83 19.01 25.00 25.83 24.17 48.74 73.73 35.90 51.68 72.27 6.67
Yield(%) 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00
Data as of 06/03/2026, Common starting date is 11/16/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
RSSS (Research Solutions, Inc.) -33.69%
Jul 2011 – Jul 2014
-29.79%
Feb 2011 – Feb 2016
-6.00%
Feb 2011 – Feb 2021
-3.15%
Feb 2011 – Feb 2026
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
RSSS (Research Solutions, Inc.) 64.41%
Jan 2016 – Jan 2019
35.87%
Jan 2016 – Jan 2021
18.10%
Jan 2016 – Jan 2026
0.69%
Dec 2010 – Dec 2025
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return