Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RYCPX (CONSUMER PRODUCTS FUND CLASS C) | 1.14% | -5.60% | -0.55% | -6.31% | -1.17% | 3.27% | 4.17% | … | … |
Data as of 06/04/2026, Common starting date is 09/11/2003
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RYCPX (CONSUMER PRODUCTS FUND CLASS C) | 09/11/2003 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -3.41 | -5.60 | -0.55 | -6.31 | -1.17 | 3.27 | 4.17 | … | … | 1.14 | -4.03 | 3.94 | -3.76 | -9.89 | -9.33 | -2.45 | 21.58 | -12.67 | 10.83 | 4.74 | 5.48 | 11.75 | 27.67 | 8.66 | 12.98 | 15.48 | 19.45 | -23.84 | 10.16 | 16.07 | -1.66 | 12.09 | 8.50 |
| Sharpe Ratio | NA | -0.56 | -0.25 | -0.51 | -0.15 | NA | NA | … | … | 0.40 | -0.50 | 0.03 | -0.65 | -0.58 | -0.41 | -0.09 | 1.92 | -1.05 | 1.33 | 0.35 | 0.40 | 1.16 | 2.44 | 0.87 | 0.78 | 1.20 | 1.11 | -0.91 | 0.60 | 1.60 | -0.42 | 1.12 | 3.50 |
| Standard Deviation(%) | NA | 12.33 | 12.19 | 16.29 | 16.46 | NA | NA | … | … | 14.10 | 13.76 | 9.98 | 11.43 | 19.44 | 22.54 | 29.67 | 10.48 | 13.49 | 7.67 | 12.79 | 13.56 | 10.14 | 11.33 | 9.95 | 16.64 | 12.86 | 17.40 | 27.25 | 11.70 | 7.95 | 9.41 | 9.96 | 8.55 |
| Draw Down(%) | NA | 11.55 | 14.20 | 34.82 | 34.82 | NA | NA | … | … | 11.55 | 10.75 | 6.76 | 15.50 | 15.88 | 22.25 | 28.50 | 5.65 | 17.45 | 7.15 | 10.84 | 9.24 | 7.14 | 6.69 | 6.32 | 11.29 | 9.05 | 20.06 | 32.36 | 7.14 | 3.64 | 6.45 | 9.80 | 2.19 |
| Yield(%) | 0.00 | 24.80 | 27.60 | 12.30 | 8.22 | 9.82 | 9.46 | … | … | 0.00 | 76.61 | 10.63 | 15.29 | 1.47 | 1.36 | 1.53 | 4.11 | 7.52 | 10.08 | 1.77 | 2.59 | 1.58 | 5.39 | 0.34 | 4.84 | 20.18 | 0.35 | 0.58 | 1.08 | 0.22 | 1.42 | 0.00 | 0.00 |
Data as of 06/04/2026, Common starting date is 09/11/2003
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RYCPX (CONSUMER PRODUCTS FUND CLASS C) |
-10.58%
Nov 2020 – Nov 2023 |
-5.75%
May 2021 – May 2026 |
-0.89%
Mar 2016 – Mar 2026 |
3.12%
May 2011 – May 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RYCPX (CONSUMER PRODUCTS FUND CLASS C) |
23.10%
Feb 2009 – Feb 2012 |
19.91%
Feb 2009 – Feb 2014 |
12.42%
Mar 2009 – Mar 2019 |
8.15%
Sep 2004 – Sep 2019 |
Annualized Rolling Returns Comparison Chart