Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RUSTX (U.S. STRATEGIC EQUITY FUND CLASS T) | 7.02% | 21.65% | 18.99% | 9.91% | NA | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 03/17/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RUSTX (U.S. STRATEGIC EQUITY FUND CLASS T) | 03/17/2017 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.12 | 21.65 | 18.99 | 9.91 | NA | NA | NA | … | … | 7.02 | 14.88 | 20.28 | 26.65 | -20.81 | 20.68 | 23.82 | 30.04 | -9.72 | 14.35 |
| Sharpe Ratio | NA | 1.93 | 1.17 | 0.46 | NA | NA | NA | … | … | 1.65 | 0.65 | 1.31 | 1.75 | -0.90 | 1.47 | 0.73 | 2.25 | -0.64 | 2.57 |
| Standard Deviation(%) | NA | 11.79 | 14.70 | 17.08 | NA | NA | NA | … | … | 13.27 | 18.39 | 12.71 | 13.22 | 24.93 | 14.02 | 32.06 | 12.69 | 17.28 | 6.91 |
| Draw Down(%) | NA | 9.12 | 19.56 | 27.34 | NA | NA | NA | … | … | 9.12 | 18.99 | 8.81 | 9.30 | 26.80 | 6.63 | 32.33 | 6.74 | 22.33 | 2.30 |
| Yield(%) | 0.00 | 12.14 | 10.82 | 7.99 | 8.57 | 5.72 | 4.29 | … | … | 0.00 | 12.45 | 12.11 | 5.29 | 5.18 | 9.05 | 1.01 | 6.66 | 17.31 | 9.91 |
Data as of 06/05/2026, Common starting date is 03/17/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RUSTX (U.S. STRATEGIC EQUITY FUND CLASS T) |
5.08%
Apr 2021 – Apr 2024 |
6.72%
Sep 2017 – Sep 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RUSTX (U.S. STRATEGIC EQUITY FUND CLASS T) |
24.79%
Dec 2018 – Dec 2021 |
16.61%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart