Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RTDAX (MULTIFACTOR U.S. EQUITY FUND CLASS A) | 11.02% | 26.67% | 20.58% | 12.48% | NA | NA | NA | … | … |
Data as of 06/03/2026, Common starting date is 04/27/2018
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RTDAX (MULTIFACTOR U.S. EQUITY FUND CLASS A) | 04/27/2018 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.84 | 26.67 | 20.58 | 12.48 | NA | NA | NA | … | … | 11.02 | 15.57 | 21.45 | 24.39 | -16.89 | 26.72 | 13.38 | 29.67 | -8.26 |
| Sharpe Ratio | NA | 2.18 | 1.20 | 0.59 | NA | NA | NA | … | … | 2.06 | 0.68 | 1.36 | 1.58 | -0.77 | 1.93 | 0.39 | 2.21 | -0.82 |
| Standard Deviation(%) | NA | 11.68 | 15.00 | 16.95 | NA | NA | NA | … | … | 13.13 | 18.81 | 13.15 | 13.23 | 23.95 | 13.85 | 33.23 | 12.78 | 16.40 |
| Draw Down(%) | NA | 8.36 | 19.95 | 23.48 | NA | NA | NA | … | … | 8.36 | 19.34 | 8.77 | 10.17 | 23.48 | 6.25 | 34.13 | 7.01 | 20.92 |
| Yield(%) | 0.00 | 29.41 | 22.04 | 14.34 | 10.87 | 7.24 | 5.43 | … | … | 0.00 | 29.94 | 29.37 | 5.11 | 4.45 | 7.51 | 3.42 | 7.71 | 9.08 |
Data as of 06/03/2026, Common starting date is 04/27/2018
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RTDAX (MULTIFACTOR U.S. EQUITY FUND CLASS A) |
6.09%
Dec 2019 – Dec 2022 |
8.01%
Sep 2018 – Sep 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RTDAX (MULTIFACTOR U.S. EQUITY FUND CLASS A) |
23.05%
Dec 2018 – Dec 2021 |
17.41%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart