Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RUTCX (UNCONSTRAINED TOTAL RETURN FUND CLASS C) | NA | 33,385.83% | 557.07% | 208.50% | NA | NA | NA | … | … |
Data as of 09/28/2023, Common starting date is 09/23/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RUTCX (UNCONSTRAINED TOTAL RETURN FUND CLASS C) | 09/23/2016 | 09/28/2023 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 31,591.64 | 33,385.83 | 557.07 | 208.50 | NA | NA | NA | … | … | 1.81 | -5.90 | -11.29 | -2.59 | 1.69 | 1.05 | 0.47 | -1.10 |
| Sharpe Ratio | NA | 0.46 | -1.01 | -0.78 | NA | NA | NA | … | … | -0.64 | -2.11 | -1.43 | -0.43 | 0.07 | -0.18 | -0.09 | -0.78 |
| Standard Deviation(%) | NA | 3.27 | 5.18 | 4.93 | NA | NA | NA | … | … | 2.89 | 3.46 | 7.89 | 6.51 | 3.73 | 1.60 | 1.74 | 5.38 |
| Draw Down(%) | NA | 2.49 | 18.91 | 20.50 | NA | NA | NA | … | … | 2.49 | 9.76 | 12.12 | 14.22 | 3.29 | 1.53 | 1.48 | 2.79 |
| Yield(%) | 99.80 | 105.11 | 32.00 | 18.97 | 9.60 | 6.40 | 4.80 | … | … | 101.73 | 2.50 | 2.37 | 1.36 | 2.65 | 2.77 | 0.68 | 0.00 |
Data as of 09/28/2023, Common starting date is 09/23/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RUTCX (UNCONSTRAINED TOTAL RETURN FUND CLASS C) |
-6.66%
Sep 2019 – Sep 2022 |
-3.34%
Jun 2017 – Jun 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RUTCX (UNCONSTRAINED TOTAL RETURN FUND CLASS C) |
1.97%
Dec 2016 – Dec 2019 |
-1.26%
Dec 2016 – Dec 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart