Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| RYCNX (TRANSPORTATION FUND CLASS C) | 0.66% | 2.50% | -0.49% | 1.09% | 2.58% | 6.77% | 4.88% | 5.56% |
Data as of 07/17/2025, AR inception is 06/10/2003
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RYCNX (TRANSPORTATION FUND CLASS C) | 06/10/2003 | 07/17/2025 |
| 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 (%) | -0.18 | 2.50 | -0.49 | 1.09 | 2.58 | 6.77 | 4.88 | 5.56 | 0.66 | 0.14 | 23.77 | -42.88 | 4.79 | 39.84 | 21.55 | -20.89 | 21.22 | 14.19 | -14.69 | 22.06 | 49.41 | 16.32 | -11.98 | 21.19 | 15.81 | -25.88 | -9.70 | 6.30 | 6.77 | 20.56 | 15.58 |
| Sharpe Ratio | NA | 0.06 | -0.13 | -0.01 | 0.04 | NA | NA | 0.17 | -0.09 | -0.33 | 0.91 | -1.22 | 0.18 | 0.90 | 1.07 | -1.12 | 1.70 | 0.72 | -0.82 | 1.38 | 3.20 | 0.91 | -0.41 | 0.86 | 0.40 | -0.58 | -0.61 | 0.15 | 0.26 | 1.19 | 1.89 |
| Standard Deviation(%) | NA | 27.58 | 25.72 | 26.94 | 26.03 | NA | NA | 25.56 | 31.87 | 19.34 | 21.56 | 36.32 | 26.38 | 43.83 | 18.83 | 19.87 | 12.13 | 19.34 | 17.99 | 15.94 | 15.41 | 17.95 | 29.37 | 24.63 | 39.16 | 46.11 | 20.84 | 20.68 | 17.85 | 16.50 | 15.13 |
| Draw Down(%) | NA | 28.62 | 36.86 | 56.41 | 56.41 | NA | NA | 64.07 | 27.02 | 14.61 | 23.56 | 46.00 | 24.27 | 44.48 | 14.52 | 29.65 | 6.54 | 13.91 | 19.52 | 13.83 | 6.65 | 14.85 | 30.32 | 18.03 | 42.52 | 44.71 | 21.16 | 19.53 | 15.34 | 10.41 | 5.49 |
| Yield(%) | 0.00 | 0.65 | 0.28 | 0.18 | 2.12 | 2.93 | 2.15 | 2.48 | 0.00 | 0.65 | 0.26 | 0.00 | 0.00 | 0.00 | 5.18 | 9.49 | 2.74 | 0.44 | 0.46 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.75 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 07/17/2025, 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 |
|---|---|---|---|---|
| RYCNX (TRANSPORTATION FUND CLASS C) |
-21.75%
Feb 2006 - Feb 2009 |
-7.29%
Feb 2004 - Feb 2009 |
0.40%
Mar 2015 - Mar 2025 |
3.62%
Mar 2005 - Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RYCNX (TRANSPORTATION FUND CLASS C) |
28.92%
Sep 2011 - Sep 2014 |
25.72%
Feb 2009 - Feb 2014 |
15.11%
Nov 2011 - Nov 2021 |
10.23%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart