Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| RTHEX (TAX-EXEMPT HIGH YIELD BOND FUND CLASS E) | NA | 0.75% | 4.50% | 5.09% | NA | NA | NA | 4.97% |
Data as of 07/09/2020, AR inception is 06/02/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RTHEX (TAX-EXEMPT HIGH YIELD BOND FUND CLASS E) | 06/02/2015 | 07/09/2020 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.35 | 0.75 | 4.50 | 5.09 | NA | NA | NA | 4.97 | -2.90 | 9.91 | 3.18 | 8.27 | 2.04 | 3.89 |
| Sharpe Ratio | NA | -0.24 | 0.42 | 0.79 | NA | NA | NA | 0.75 | -0.63 | 3.96 | 1.11 | 3.97 | 0.66 | 4.43 |
| Standard Deviation(%) | NA | 10.09 | 6.00 | 4.87 | NA | NA | NA | 4.83 | 13.79 | 2.14 | 1.67 | 1.93 | 2.78 | 1.50 |
| Draw Down(%) | NA | 16.65 | 16.65 | 16.65 | NA | NA | NA | 16.65 | 16.65 | 1.10 | 2.28 | 0.95 | 6.63 | 0.90 |
| Yield(%) | 0.26 | 3.05 | 3.57 | 3.72 | 1.86 | 1.24 | 0.93 | 3.71 | 1.52 | 3.44 | 3.80 | 3.29 | 3.98 | 1.94 |
Data as of 07/09/2020, AR inception is 06/02/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RTHEX (TAX-EXEMPT HIGH YIELD BOND FUND CLASS E) |
2.74%
Apr 2017 - Apr 2020 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RTHEX (TAX-EXEMPT HIGH YIELD BOND FUND CLASS E) |
7.69%
Feb 2017 - Feb 2020 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart