Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RYCIX (CONSUMER PRODUCTS FUND INVESTOR CLASS) | 1.56% | -4.57% | 0.46% | 0.15% | 3.66% | 6.97% | 7.22% | … | … |
Data as of 06/04/2026, Common starting date is 01/11/1999
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RYCIX (CONSUMER PRODUCTS FUND INVESTOR CLASS) | 01/11/1999 | 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 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -3.40 | -4.57 | 0.46 | 0.15 | 3.66 | 6.97 | 7.22 | … | … | 1.56 | -2.99 | 4.97 | -2.81 | -0.42 | 11.09 | 8.26 | 22.81 | -11.80 | 11.94 | 5.79 | 6.53 | 12.88 | 28.96 | 9.75 | 14.10 | 16.56 | 20.61 | -23.07 | 11.33 | 17.25 | -0.56 | 13.21 | 21.66 | -3.58 | -2.79 | -12.91 | -0.65 |
| Sharpe Ratio | NA | -0.47 | -0.16 | -0.13 | 0.16 | NA | NA | … | … | 0.47 | -0.43 | 0.14 | -0.57 | -0.11 | 0.98 | 0.28 | 2.04 | -0.98 | 1.48 | 0.44 | 0.48 | 1.27 | 2.55 | 0.98 | 0.85 | 1.28 | 1.10 | -0.88 | 0.70 | 1.75 | -0.30 | 1.23 | 1.62 | -0.27 | -0.37 | -0.68 | -0.24 |
| Standard Deviation(%) | NA | 12.33 | 12.16 | 13.12 | 14.66 | NA | NA | … | … | 14.10 | 13.76 | 9.83 | 11.43 | 17.19 | 11.30 | 28.06 | 10.48 | 13.49 | 7.67 | 12.79 | 13.56 | 10.13 | 11.32 | 9.93 | 16.62 | 12.87 | 18.67 | 27.24 | 11.72 | 7.95 | 9.42 | 9.97 | 12.92 | 17.58 | 14.48 | 25.02 | 16.54 |
| Draw Down(%) | NA | 11.48 | 14.03 | 15.67 | 28.44 | NA | NA | … | … | 11.48 | 10.57 | 6.49 | 15.12 | 15.51 | 9.29 | 28.44 | 5.58 | 16.71 | 6.75 | 10.49 | 9.21 | 7.04 | 6.59 | 6.16 | 11.18 | 8.94 | 19.93 | 31.80 | 6.96 | 3.56 | 5.75 | 9.51 | 12.58 | 20.67 | 12.17 | 29.87 | 21.53 |
| Yield(%) | 0.00 | 14.13 | 17.89 | 12.34 | 9.35 | 11.61 | 11.62 | … | … | 0.00 | 43.84 | 6.42 | 9.95 | 6.65 | 14.37 | 8.40 | 3.18 | 5.99 | 8.26 | 1.47 | 2.18 | 1.34 | 4.67 | 0.30 | 4.30 | 18.48 | 0.32 | 0.54 | 1.02 | 0.21 | 1.38 | 0.00 | 0.73 | 0.57 | 0.23 | 0.00 | 0.00 |
Data as of 06/04/2026, Common starting date is 01/11/1999
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RYCIX (CONSUMER PRODUCTS FUND INVESTOR CLASS) |
-6.54%
Dec 1999 – Dec 2002 |
-1.56%
Feb 2004 – Feb 2009 |
-0.66%
Mar 1999 – Mar 2009 |
6.03%
Mar 1999 – Mar 2014 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RYCIX (CONSUMER PRODUCTS FUND INVESTOR CLASS) |
24.29%
Feb 2009 – Feb 2012 |
21.08%
Feb 2009 – Feb 2014 |
13.54%
Mar 2009 – Mar 2019 |
11.10%
Mar 2009 – Mar 2024 |
Annualized Rolling Returns Comparison Chart