Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RTDRX (SELECT U.S. EQUITY FUND CLASS R6) | 11.18% | 27.11% | 21.05% | 12.96% | 14.32% | NA | NA | … | … |
Data as of 06/03/2026, Common starting date is 03/02/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RTDRX (SELECT U.S. EQUITY FUND CLASS R6) | 03/02/2016 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.90 | 27.11 | 21.05 | 12.96 | 14.32 | NA | NA | … | … | 11.18 | 16.00 | 22.04 | 24.87 | -16.50 | 27.17 | 13.85 | 30.21 | -7.17 | 21.54 | 16.09 |
| Sharpe Ratio | NA | 2.21 | 1.23 | 0.61 | 0.71 | NA | NA | … | … | 2.09 | 0.70 | 1.40 | 1.61 | -0.75 | 2.04 | 0.41 | 2.26 | -0.50 | 3.07 | 1.76 |
| Standard Deviation(%) | NA | 11.64 | 15.02 | 16.97 | 17.94 | NA | NA | … | … | 13.04 | 18.86 | 13.16 | 13.27 | 23.96 | 13.28 | 33.35 | 12.72 | 17.26 | 6.83 | 10.93 |
| Draw Down(%) | NA | 8.25 | 19.83 | 23.26 | 34.10 | NA | NA | … | … | 8.25 | 19.29 | 8.75 | 10.04 | 23.26 | 5.04 | 34.10 | 6.99 | 20.93 | 2.95 | 5.79 |
| Yield(%) | 0.00 | 29.47 | 22.32 | 14.64 | 14.80 | 10.47 | 7.85 | … | … | 0.00 | 30.14 | 29.67 | 5.56 | 4.71 | 7.84 | 3.72 | 8.03 | 9.47 | 8.53 | 2.03 |
Data as of 06/03/2026, Common starting date is 03/02/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RTDRX (SELECT U.S. EQUITY FUND CLASS R6) |
2.28%
Mar 2017 – Mar 2020 |
7.77%
Sep 2017 – Sep 2022 |
13.97%
Apr 2016 – Apr 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RTDRX (SELECT U.S. EQUITY FUND CLASS R6) |
23.53%
Dec 2018 – Dec 2021 |
17.89%
Mar 2020 – Mar 2025 |
14.34%
May 2016 – May 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart