Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| RYAWX (S&P 500 PURE GROWTH FUND CLASS H) | 11.49% | 21.53% | 15.14% | 10.92% | 10.24% | 13.31% | 9.55% | 9.05% |
Data as of 07/03/2025, AR inception is 06/23/2004
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RYAWX (S&P 500 PURE GROWTH FUND CLASS H) | 06/23/2004 | 07/03/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.66 | 21.53 | 15.14 | 10.92 | 10.24 | 13.31 | 9.55 | 9.05 | 11.49 | 26.66 | 6.60 | -28.17 | 24.69 | 22.51 | 26.71 | -5.57 | 24.70 | 2.49 | 0.96 | 12.52 | 41.31 | 13.75 | -1.15 | 23.47 | 49.76 | -39.34 | 4.75 | 5.15 | 1.50 | 1.43 |
| Sharpe Ratio | NA | 0.66 | 0.53 | 0.39 | 0.39 | NA | NA | 0.36 | 0.65 | 1.03 | 0.16 | -0.90 | 1.16 | 0.59 | 1.93 | -0.33 | 2.76 | 0.15 | 0.06 | 0.81 | 3.04 | 1.00 | -0.04 | 1.03 | 1.59 | -0.98 | 0.12 | 0.17 | -0.07 | 0.14 |
| Standard Deviation(%) | NA | 27.63 | 22.73 | 23.74 | 22.72 | NA | NA | 22.11 | 32.55 | 19.49 | 14.92 | 32.83 | 21.20 | 37.88 | 13.08 | 20.77 | 8.76 | 15.41 | 16.48 | 15.46 | 13.56 | 13.87 | 26.49 | 22.66 | 31.26 | 41.00 | 15.25 | 11.12 | 10.16 | 11.28 |
| Draw Down(%) | NA | 24.87 | 24.87 | 36.12 | 36.58 | NA | NA | 53.77 | 24.87 | 13.40 | 9.96 | 32.90 | 13.86 | 36.58 | 6.51 | 23.23 | 2.86 | 15.43 | 11.72 | 10.32 | 7.11 | 11.05 | 22.42 | 17.65 | 24.59 | 50.99 | 10.18 | 10.99 | 6.98 | 8.72 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 1.57 | 3.24 | 5.62 | 4.04 | 3.83 | 0.00 | 0.00 | 0.00 | 0.00 | 2.98 | 4.57 | 6.31 | 5.53 | 6.55 | 0.04 | 2.65 | 3.07 | 0.00 | 0.00 | 0.72 | 0.00 | 0.00 | 0.00 | 1.46 | 0.00 | 0.19 | 0.02 |
Data as of 07/03/2025, AR inception is 06/23/2004
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RYAWX (S&P 500 PURE GROWTH FUND CLASS H) |
-17.07%
Feb 2006 - Feb 2009 |
-2.21%
Jul 2004 - Jul 2009 |
7.18%
Jan 2006 - Jan 2016 |
7.11%
Mar 2005 - Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RYAWX (S&P 500 PURE GROWTH FUND CLASS H) |
32.39%
Feb 2009 - Feb 2012 |
29.25%
Feb 2009 - Feb 2014 |
18.12%
Feb 2009 - Feb 2019 |
14.95%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart