Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| RTNEX (TAX-MANAGED INTERNATIONAL EQUITY FUND CLASS E) | NA | -6.27% | -1.31% | 1.62% | NA | NA | NA | 0.42% |
Data as of 07/09/2020, AR inception is 06/02/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RTNEX (TAX-MANAGED INTERNATIONAL EQUITY 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 (%) | 1.29 | -6.27 | -1.31 | 1.62 | NA | NA | NA | 0.42 | -12.77 | 18.33 | -16.54 | 27.94 | 5.31 | -12.79 |
| Sharpe Ratio | NA | -0.25 | -0.14 | 0.04 | NA | NA | NA | -0.03 | -0.62 | 1.61 | -1.39 | 3.72 | 0.27 | -1.22 |
| Standard Deviation(%) | NA | 28.13 | 18.61 | 17.69 | NA | NA | NA | 17.67 | 37.85 | 10.47 | 12.88 | 7.37 | 18.72 | 17.12 |
| Draw Down(%) | NA | 35.27 | 39.97 | 39.97 | NA | NA | NA | 39.97 | 35.27 | 8.93 | 24.12 | 2.30 | 11.07 | 16.82 |
| Yield(%) | 0.00 | 0.00 | 0.46 | 0.79 | 0.37 | 0.25 | 0.19 | 0.75 | 0.00 | 0.27 | 1.00 | 0.01 | 2.12 | 0.51 |
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 |
|---|---|---|---|---|
| RTNEX (TAX-MANAGED INTERNATIONAL EQUITY FUND CLASS E) |
-4.74%
Mar 2017 - Mar 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 |
|---|---|---|---|---|
| RTNEX (TAX-MANAGED INTERNATIONAL EQUITY FUND CLASS E) |
9.97%
Jan 2016 - Jan 2019 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart