Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| RYCAX (CONSUMER PRODUCTS FUND CLASS H) | 214.43% | 197.59% | 36.65% | 18.68% | 11.81% | 12.81% | 10.64% | 8.92% |
Data as of 07/25/2025, AR inception is 11/09/1998
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RYCAX (CONSUMER PRODUCTS FUND CLASS H) | 11/09/1998 | 07/25/2025 |
| 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 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.04 | 197.59 | 36.65 | 18.68 | 11.81 | 12.81 | 10.64 | 8.92 | 214.43 | -1.29 | -13.66 | -7.60 | -5.67 | -0.41 | 22.50 | -12.02 | 11.64 | 5.51 | 6.14 | 12.32 | 28.31 | 9.18 | 13.55 | 16.03 | 20.05 | -23.43 | 10.74 | 16.67 | -1.04 | 12.61 | 21.16 | -4.60 | -2.95 | -13.68 | 5.53 | 4.86 |
| Sharpe Ratio | NA | 1.01 | 0.30 | 0.19 | 0.17 | NA | NA | 0.18 | 2.61 | -0.69 | -1.12 | -0.48 | -0.29 | -0.02 | 2.01 | -0.99 | 1.44 | 0.41 | 0.45 | 1.21 | 2.49 | 0.93 | 0.81 | 1.24 | 1.14 | -0.89 | 0.66 | 1.69 | -0.34 | 1.17 | 1.59 | -0.32 | -0.37 | -0.71 | 0.14 | 2.34 |
| Standard Deviation(%) | NA | 192.31 | 111.46 | 87.11 | 62.63 | NA | NA | 40.18 | 256.99 | 11.40 | 16.09 | 18.71 | 19.82 | 29.29 | 10.48 | 13.49 | 7.67 | 12.80 | 13.54 | 10.14 | 11.34 | 9.95 | 16.63 | 12.89 | 17.47 | 27.23 | 11.73 | 7.96 | 9.44 | 9.94 | 12.87 | 17.66 | 14.48 | 25.14 | 16.40 | 15.53 |
| Draw Down(%) | NA | 66.39 | 66.39 | 66.39 | 66.39 | NA | NA | 66.39 | 66.39 | 11.93 | 18.97 | 15.61 | 19.41 | 28.45 | 5.60 | 16.91 | 6.86 | 10.57 | 9.22 | 7.09 | 6.62 | 6.22 | 11.22 | 8.99 | 19.99 | 32.04 | 7.06 | 3.59 | 6.02 | 9.62 | 12.69 | 20.75 | 12.44 | 30.26 | 18.89 | 7.07 |
| Yield(%) | 0.00 | 1.98 | 1.56 | 1.34 | 3.09 | 5.08 | 4.74 | 12.69 | 0.00 | 2.04 | 1.90 | 1.21 | 1.16 | 1.34 | 3.63 | 6.77 | 9.22 | 1.63 | 2.41 | 1.48 | 5.09 | 0.32 | 4.62 | 19.52 | 0.34 | 0.57 | 1.06 | 0.21 | 1.41 | 0.00 | 0.74 | 0.00 | 0.23 | 0.00 | 7.60 | 0.00 |
Data as of 07/25/2025, AR inception is 11/09/1998
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RYCAX (CONSUMER PRODUCTS FUND CLASS H) |
-10.34%
Jun 2021 - Jun 2024 |
-5.85%
Dec 2019 - Dec 2024 |
-0.49%
Mar 1999 - Mar 2009 |
4.96%
Dec 2009 - Dec 2024 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RYCAX (CONSUMER PRODUCTS FUND CLASS H) |
36.50%
Jun 2022 - Jun 2025 |
22.71%
Mar 2020 - Mar 2025 |
13.08%
Mar 2009 - Mar 2019 |
13.26%
Jun 2010 - Jun 2025 |
Annualized Rolling Returns Comparison Chart