Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| RYCHX (TECHNOLOGY FUND CLASS C) | 13.08% | 25.27% | 22.82% | 14.54% | 16.43% | 14.41% | 10.56% | 10.50% |
Data as of 07/25/2025, AR inception is 06/10/2003
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RYCHX (TECHNOLOGY FUND CLASS C) | 06/10/2003 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.35 | 25.27 | 22.82 | 14.54 | 16.43 | 14.41 | 10.56 | 10.50 | 13.08 | 16.41 | 43.22 | -40.78 | 9.77 | 45.33 | 38.74 | -2.02 | 31.74 | 10.36 | 0.27 | 9.01 | 34.19 | 10.68 | -10.25 | 10.81 | 55.78 | -45.95 | 10.95 | 5.41 | 1.56 | -0.73 | 22.69 |
| Sharpe Ratio | NA | 0.56 | 0.80 | 0.47 | 0.58 | NA | NA | 0.39 | 0.63 | 0.44 | 1.90 | -1.14 | 0.41 | 1.18 | 2.02 | -0.15 | 2.70 | 0.57 | 0.01 | 0.54 | 2.53 | 0.62 | -0.38 | 0.51 | 1.96 | -1.12 | 0.45 | 0.13 | -0.04 | -0.08 | 1.68 |
| Standard Deviation(%) | NA | 29.86 | 26.17 | 26.69 | 25.05 | NA | NA | 23.77 | 34.33 | 22.39 | 20.76 | 37.25 | 23.67 | 38.01 | 18.51 | 22.98 | 11.56 | 17.82 | 17.36 | 16.60 | 13.50 | 17.31 | 27.38 | 20.81 | 28.43 | 41.63 | 17.66 | 16.68 | 13.82 | 21.26 | 25.63 |
| Draw Down(%) | NA | 28.00 | 28.00 | 43.29 | 43.29 | NA | NA | 58.42 | 28.00 | 15.27 | 13.61 | 42.56 | 16.35 | 31.75 | 11.35 | 23.45 | 4.85 | 16.70 | 16.42 | 12.26 | 6.51 | 16.02 | 25.17 | 16.90 | 19.92 | 54.90 | 11.51 | 19.62 | 14.70 | 28.50 | 8.96 |
| Yield(%) | 0.00 | 6.39 | 6.05 | 6.46 | 8.09 | 26.63 | 19.70 | 21.65 | 0.00 | 7.30 | 4.68 | 3.97 | 10.20 | 2.85 | 0.77 | 5.88 | 2.05 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.30 | 0.00 | 0.00 |
Data as of 07/25/2025, AR inception is 06/10/2003
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RYCHX (TECHNOLOGY FUND CLASS C) |
-17.71%
Feb 2006 - Feb 2009 |
-10.65%
Feb 2004 - Feb 2009 |
3.04%
Aug 2003 - Aug 2013 |
5.66%
Dec 2003 - Dec 2018 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RYCHX (TECHNOLOGY FUND CLASS C) |
35.07%
Dec 2018 - Dec 2021 |
27.52%
Jun 2016 - Jun 2021 |
19.01%
Dec 2011 - Dec 2021 |
16.44%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart