Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RTDSX (SELECT U.S. EQUITY FUND CLASS S) | 11.12% | 26.87% | 20.85% | 12.76% | 14.12% | NA | NA | … | … |
Data as of 06/03/2026, Common starting date is 01/06/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RTDSX (SELECT U.S. EQUITY FUND CLASS S) | 01/06/2015 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.83 | 26.87 | 20.85 | 12.76 | 14.12 | NA | NA | … | … | 11.12 | 15.79 | 21.77 | 24.68 | -16.66 | 27.06 | 13.61 | 29.91 | -7.26 | 21.31 | 13.15 | 3.53 |
| Sharpe Ratio | NA | 2.20 | 1.22 | 0.60 | 0.70 | NA | NA | … | … | 2.08 | 0.69 | 1.38 | 1.60 | -0.76 | 2.03 | 0.40 | 2.23 | -0.50 | 3.02 | 1.00 | 0.23 |
| Standard Deviation(%) | NA | 11.70 | 15.03 | 16.97 | 17.94 | NA | NA | … | … | 13.17 | 18.84 | 13.18 | 13.24 | 23.94 | 13.32 | 33.29 | 12.76 | 17.31 | 6.86 | 12.90 | 15.35 |
| Draw Down(%) | NA | 8.34 | 19.93 | 23.30 | 34.15 | NA | NA | … | … | 8.34 | 19.35 | 8.76 | 10.08 | 23.30 | 5.03 | 34.15 | 7.00 | 21.04 | 3.03 | 10.45 | 12.03 |
| Yield(%) | 0.00 | 29.35 | 22.16 | 14.49 | 14.58 | 10.34 | 7.75 | … | … | 0.00 | 29.96 | 29.50 | 5.36 | 4.55 | 7.65 | 3.53 | 7.83 | 9.32 | 8.39 | 1.85 | 2.43 |
Data as of 06/03/2026, Common starting date is 01/06/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RTDSX (SELECT U.S. EQUITY FUND CLASS S) |
2.09%
Mar 2017 – Mar 2020 |
4.79%
Mar 2015 – Mar 2020 |
10.88%
Apr 2015 – Apr 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RTDSX (SELECT U.S. EQUITY FUND CLASS S) |
23.32%
Dec 2018 – Dec 2021 |
17.69%
Mar 2020 – Mar 2025 |
14.15%
May 2016 – May 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart