Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RTDYX (SELECT U.S. EQUITY FUND CLASS Y) | 11.20% | 27.09% | 21.08% | 12.99% | 14.34% | NA | NA | … | … |
Data as of 06/03/2026, Common starting date is 08/04/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RTDYX (SELECT U.S. EQUITY FUND CLASS Y) | 08/04/2014 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.90 | 27.09 | 21.08 | 12.99 | 14.34 | NA | NA | … | … | 11.20 | 16.05 | 22.01 | 24.92 | -16.48 | 27.24 | 13.88 | 30.26 | -7.16 | 21.59 | 13.33 | 0.85 | 6.29 |
| Sharpe Ratio | NA | 2.23 | 1.23 | 0.62 | 0.71 | NA | NA | … | … | 2.10 | 0.70 | 1.40 | 1.62 | -0.75 | 2.04 | 0.41 | 2.25 | -0.50 | 3.03 | 1.02 | 0.05 | 1.25 |
| Standard Deviation(%) | NA | 11.58 | 14.97 | 16.94 | 17.93 | NA | NA | … | … | 13.00 | 18.77 | 13.13 | 13.26 | 23.98 | 13.35 | 33.29 | 12.78 | 17.28 | 6.95 | 12.89 | 15.35 | 12.71 |
| Draw Down(%) | NA | 8.33 | 19.88 | 23.20 | 34.13 | NA | NA | … | … | 8.33 | 19.36 | 8.71 | 10.04 | 23.20 | 5.03 | 34.13 | 6.99 | 21.00 | 2.94 | 10.35 | 11.99 | 7.83 |
| Yield(%) | 0.00 | 29.50 | 22.35 | 14.68 | 14.83 | 10.86 | 8.15 | … | … | 0.00 | 30.18 | 29.72 | 5.59 | 4.73 | 7.89 | 3.75 | 8.06 | 9.50 | 8.56 | 2.02 | 2.52 | 0.71 |
Data as of 06/03/2026, Common starting date is 08/04/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RTDYX (SELECT U.S. EQUITY FUND CLASS Y) |
2.28%
Mar 2017 – Mar 2020 |
4.97%
Mar 2015 – Mar 2020 |
11.10%
Apr 2015 – Apr 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RTDYX (SELECT U.S. EQUITY FUND CLASS Y) |
23.59%
Dec 2018 – Dec 2021 |
17.94%
Mar 2020 – Mar 2025 |
14.36%
May 2016 – May 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart