Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RWDIX (REDWOOD MANAGED VOLATILITY FUND REDWOOD MANAGED VOLATILITY FUND CLASS I) | -0.89% | 3.57% | 3.88% | -0.18% | 1.59% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 12/20/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RWDIX (REDWOOD MANAGED VOLATILITY FUND REDWOOD MANAGED VOLATILITY FUND CLASS I) | 12/20/2013 | 06/04/2026 |
| 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 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 3.57 | 3.88 | -0.18 | 1.59 | NA | NA | … | … | -0.89 | 1.61 | 6.63 | 1.05 | -11.17 | 0.52 | -1.93 | 9.04 | -2.60 | 7.31 | 13.34 | -5.48 | 2.11 | 0.07 |
| Sharpe Ratio | NA | 0.40 | 0.21 | -0.61 | 0.00 | NA | NA | … | … | -1.14 | -0.41 | 0.01 | -0.65 | -1.90 | 0.26 | -0.35 | 1.96 | -1.79 | 3.22 | 3.02 | -2.78 | 1.02 | 2.70 |
| Standard Deviation(%) | NA | 2.96 | 3.43 | 4.31 | 4.12 | NA | NA | … | … | 4.12 | 3.11 | 2.83 | 4.97 | 6.64 | 1.93 | 6.24 | 3.90 | 2.19 | 2.08 | 4.34 | 1.98 | 2.05 | 1.04 |
| Draw Down(%) | NA | 3.90 | 4.95 | 16.10 | 16.68 | NA | NA | … | … | 3.90 | 3.13 | 1.71 | 9.32 | 13.94 | 2.55 | 9.62 | 2.48 | 3.33 | 2.07 | 2.02 | 6.80 | 3.67 | 0.07 |
| Yield(%) | 0.00 | 2.90 | 5.51 | 4.13 | 4.11 | 3.03 | 2.27 | … | … | 0.00 | 4.88 | 5.88 | 7.12 | 0.42 | 6.00 | 5.03 | 3.78 | 2.46 | 5.61 | 5.53 | 1.10 | 2.41 | 0.00 |
Data as of 06/04/2026, Common starting date is 12/20/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RWDIX (REDWOOD MANAGED VOLATILITY FUND REDWOOD MANAGED VOLATILITY FUND CLASS I) |
-4.33%
Dec 2019 – Dec 2022 |
-2.05%
Oct 2018 – Oct 2023 |
0.73%
Jun 2014 – Jun 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RWDIX (REDWOOD MANAGED VOLATILITY FUND REDWOOD MANAGED VOLATILITY FUND CLASS I) |
6.80%
Feb 2016 – Feb 2019 |
4.96%
Feb 2016 – Feb 2021 |
2.58%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart