Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RUTSX (UNCONSTRAINED TOTAL RETURN FUND CLASS S) | NA | 30,985.62% | 539.13% | 204.64% | 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 |
|---|---|---|
| RUTSX (UNCONSTRAINED TOTAL RETURN FUND CLASS S) | 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 (%) | 29,021.54 | 30,985.62 | 539.13 | 204.64 | NA | NA | NA | … | … | 2.26 | -4.55 | -13.63 | -1.54 | 1.95 | 2.10 | 1.21 | -1.10 |
| Sharpe Ratio | NA | 0.79 | -0.78 | -0.58 | NA | NA | NA | … | … | -0.42 | -1.72 | -1.28 | -0.27 | 0.11 | 0.48 | 0.33 | -0.76 |
| Standard Deviation(%) | NA | 3.28 | 6.67 | 5.92 | NA | NA | NA | … | … | 2.91 | 3.47 | 10.71 | 6.58 | 4.77 | 1.61 | 1.77 | 5.54 |
| Draw Down(%) | NA | 2.33 | 19.79 | 20.63 | NA | NA | NA | … | … | 2.33 | 8.91 | 14.62 | 14.10 | 3.65 | 1.31 | 1.21 | 2.89 |
| Yield(%) | 99.77 | 105.94 | 32.90 | 19.87 | 10.20 | 6.80 | 5.10 | … | … | 102.14 | 2.99 | 3.02 | 1.88 | 3.62 | 3.80 | 1.21 | 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 |
|---|---|---|---|---|
| RUTSX (UNCONSTRAINED TOTAL RETURN FUND CLASS S) |
-6.63%
Sep 2019 – Sep 2022 |
-2.92%
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 |
|---|---|---|---|---|
| RUTSX (UNCONSTRAINED TOTAL RETURN FUND CLASS S) |
2.98%
Feb 2017 – Feb 2020 |
-0.89%
Dec 2016 – Dec 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart