Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| RYBHX (S&P MIDCAP 400 PURE GROWTH FUND CLASS H) | 3.77% | 9.84% | 9.98% | 7.84% | 5.49% | 9.03% | 7.91% | 8.35% |
Data as of 08/04/2025, AR inception is 07/06/2004
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RYBHX (S&P MIDCAP 400 PURE GROWTH FUND CLASS H) | 07/06/2004 | 08/04/2025 |
| 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 (%) | -1.75 | 9.84 | 9.98 | 7.84 | 5.49 | 9.03 | 7.91 | 8.35 | 3.77 | 1.67 | 14.75 | -30.26 | 1.20 | 29.26 | 15.49 | -14.55 | 18.89 | 2.88 | 1.42 | -1.20 | 34.91 | 16.27 | -0.56 | 30.95 | 57.79 | -35.96 | 8.43 | 3.31 | 11.49 | 10.18 |
| Sharpe Ratio | NA | -0.03 | 0.24 | 0.24 | 0.16 | NA | NA | 0.30 | 0.05 | -0.20 | 0.62 | -0.94 | 0.05 | 0.70 | 0.90 | -0.82 | 1.84 | 0.16 | 0.09 | -0.07 | 2.32 | 1.05 | -0.02 | 1.34 | 1.65 | -0.89 | 0.34 | 0.00 | 0.73 | 1.51 |
| Standard Deviation(%) | NA | 31.55 | 24.98 | 25.02 | 24.15 | NA | NA | 23.63 | 26.49 | 24.68 | 17.01 | 33.95 | 24.57 | 41.02 | 15.71 | 19.31 | 9.98 | 17.27 | 16.23 | 16.25 | 15.04 | 15.57 | 29.88 | 23.06 | 34.88 | 41.34 | 15.98 | 15.15 | 12.70 | 13.50 |
| Draw Down(%) | NA | 34.32 | 34.32 | 35.67 | 44.12 | NA | NA | 52.15 | 24.15 | 20.58 | 10.51 | 31.07 | 20.68 | 40.71 | 12.40 | 26.42 | 4.84 | 14.85 | 12.14 | 12.47 | 8.16 | 11.24 | 24.95 | 18.83 | 26.17 | 51.29 | 11.33 | 15.54 | 8.24 | 8.35 |
| Yield(%) | 0.00 | 14.10 | 8.32 | 7.80 | 5.86 | 9.12 | 8.20 | 9.18 | 0.00 | 15.54 | 0.00 | 7.73 | 11.19 | 1.36 | 0.00 | 11.68 | 7.33 | 1.57 | 5.08 | 14.50 | 4.66 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 8.06 | 5.34 | 0.49 | 0.00 |
Data as of 08/04/2025, AR inception is 07/06/2004
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RYBHX (S&P MIDCAP 400 PURE GROWTH FUND CLASS H) |
-16.04%
Feb 2006 - Feb 2009 |
-3.88%
Mar 2015 - Mar 2020 |
4.37%
Oct 2013 - Oct 2023 |
5.67%
Mar 2005 - Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RYBHX (S&P MIDCAP 400 PURE GROWTH FUND CLASS H) |
38.97%
Feb 2009 - Feb 2012 |
30.45%
Feb 2009 - Feb 2014 |
16.24%
Feb 2009 - Feb 2019 |
13.58%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart