Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RWDYX (REDWOOD MANAGED VOLATILITY FUND REDWOOD MANAGED VOLATILITY FUND CLASS Y) | -0.88% | 3.60% | 3.93% | -0.05% | 1.70% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 12/20/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RWDYX (REDWOOD MANAGED VOLATILITY FUND REDWOOD MANAGED VOLATILITY FUND CLASS Y) | 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 | 3.60 | 3.93 | -0.05 | 1.70 | NA | NA | … | … | -0.88 | 1.58 | 6.89 | 1.03 | -10.98 | 0.89 | -1.85 | 9.27 | -2.58 | 7.27 | 13.43 | -5.33 | 2.38 | 0.07 |
| Sharpe Ratio | NA | 0.41 | 0.23 | -0.58 | 0.03 | NA | NA | … | … | -1.12 | -0.42 | 0.11 | -0.66 | -1.84 | 0.44 | -0.34 | 2.05 | -1.77 | 3.15 | 3.03 | -2.59 | 1.16 | 2.70 |
| Standard Deviation(%) | NA | 2.97 | 3.43 | 4.33 | 4.12 | NA | NA | … | … | 4.13 | 3.10 | 2.82 | 4.94 | 6.73 | 1.98 | 6.19 | 3.84 | 2.21 | 2.11 | 4.36 | 2.07 | 2.04 | 1.04 |
| Draw Down(%) | NA | 3.83 | 4.97 | 15.98 | 16.14 | NA | NA | … | … | 3.83 | 3.08 | 1.68 | 9.28 | 13.86 | 2.59 | 9.61 | 2.47 | 3.21 | 2.06 | 2.07 | 6.64 | 3.60 | 0.07 |
| Yield(%) | 0.00 | 2.85 | 5.43 | 4.14 | 4.12 | 3.04 | 2.28 | … | … | 0.00 | 4.80 | 5.79 | 7.02 | 0.41 | 6.18 | 4.99 | 3.76 | 2.45 | 5.58 | 5.51 | 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 |
|---|---|---|---|---|
| RWDYX (REDWOOD MANAGED VOLATILITY FUND REDWOOD MANAGED VOLATILITY FUND CLASS Y) |
-4.12%
Dec 2019 – Dec 2022 |
-1.87%
Oct 2018 – Oct 2023 |
0.88%
Apr 2014 – Apr 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RWDYX (REDWOOD MANAGED VOLATILITY FUND REDWOOD MANAGED VOLATILITY FUND CLASS Y) |
6.83%
Feb 2016 – Feb 2019 |
5.04%
Feb 2016 – Feb 2021 |
2.69%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart