Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RTNSX (TAX-MANAGED INTERNATIONAL EQUITY FUND CLASS S) | 7.83% | 22.04% | 15.42% | 5.67% | 7.72% | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 06/02/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RTNSX (TAX-MANAGED INTERNATIONAL EQUITY FUND CLASS S) | 06/02/2015 | 06/05/2026 |
| 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 (%) | -2.99 | 22.04 | 15.42 | 5.67 | 7.72 | NA | NA | … | … | 7.83 | 28.41 | 2.95 | 13.76 | -16.01 | 7.89 | 6.83 | 19.37 | -16.33 | 28.22 | 5.69 | -12.67 |
| Sharpe Ratio | NA | 1.77 | 1.00 | 0.27 | 0.41 | NA | NA | … | … | 1.51 | 1.81 | -0.31 | 0.78 | -0.86 | 0.63 | 0.23 | 1.71 | -1.37 | 3.78 | 0.32 | -1.20 |
| Standard Deviation(%) | NA | 13.88 | 13.63 | 14.94 | 15.73 | NA | NA | … | … | 17.91 | 14.40 | 11.90 | 12.35 | 20.24 | 12.53 | 28.01 | 10.52 | 12.92 | 7.34 | 17.37 | 17.14 |
| Draw Down(%) | NA | 12.18 | 14.06 | 31.55 | 38.42 | NA | NA | … | … | 12.18 | 14.06 | 8.66 | 12.04 | 30.06 | 8.69 | 34.33 | 8.82 | 23.99 | 2.21 | 12.21 | 16.72 |
| Yield(%) | 0.00 | 2.32 | 2.27 | 1.78 | 2.33 | 1.42 | 1.07 | … | … | 0.00 | 2.68 | 2.03 | 2.03 | 1.17 | 2.45 | 1.58 | 2.67 | 1.28 | 1.66 | 2.38 | 0.53 |
Data as of 06/05/2026, Common starting date is 06/02/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RTNSX (TAX-MANAGED INTERNATIONAL EQUITY FUND CLASS S) |
-4.56%
Mar 2017 – Mar 2020 |
-2.85%
Sep 2017 – Sep 2022 |
4.94%
Jul 2015 – Jul 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RTNSX (TAX-MANAGED INTERNATIONAL EQUITY FUND CLASS S) |
19.66%
Sep 2022 – Sep 2025 |
10.36%
Oct 2020 – Oct 2025 |
9.10%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart