Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RYCUX (UTILITIES FUND CLASS C) | 4.77% | 12.97% | 12.76% | 7.86% | 6.77% | 7.85% | 6.74% | … | … |
Data as of 06/05/2026, Common starting date is 11/15/2001
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RYCUX (UTILITIES FUND CLASS C) | 11/15/2001 | 06/05/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.17 | 12.97 | 12.76 | 7.86 | 6.77 | 7.85 | 6.74 | … | … | 4.77 | 16.71 | 19.03 | -7.68 | 0.30 | 13.92 | -5.53 | 18.21 | 3.02 | 10.23 | 15.81 | -8.18 | 21.90 | 12.80 | 0.49 | 16.83 | 4.11 | 14.74 | -28.81 | 12.12 | 19.12 | 9.12 | 13.91 | 24.16 | -28.38 | 11.17 |
| Sharpe Ratio | NA | 0.71 | 0.65 | 0.33 | 0.29 | NA | NA | … | … | 0.64 | 0.90 | 1.03 | -0.67 | -0.05 | 0.96 | -0.15 | 1.48 | 0.11 | 1.02 | 1.03 | -0.50 | 1.70 | 1.03 | 0.05 | 0.91 | 0.26 | 0.68 | -0.80 | 0.53 | 1.51 | 0.50 | 1.15 | 1.47 | -0.88 | 3.04 |
| Standard Deviation(%) | NA | 13.56 | 15.65 | 16.66 | 18.90 | NA | NA | … | … | 15.70 | 15.35 | 14.98 | 17.16 | 20.65 | 14.43 | 38.93 | 11.31 | 14.49 | 9.45 | 15.17 | 16.54 | 12.85 | 12.37 | 9.76 | 18.47 | 15.65 | 21.66 | 37.14 | 17.00 | 10.45 | 13.72 | 11.21 | 15.95 | 33.46 | 46.70 |
| Draw Down(%) | NA | 8.17 | 17.18 | 25.05 | 36.96 | NA | NA | … | … | 7.42 | 8.28 | 9.63 | 20.39 | 19.37 | 8.17 | 36.96 | 6.44 | 9.91 | 6.98 | 11.80 | 17.57 | 9.28 | 11.22 | 9.66 | 13.82 | 9.78 | 26.38 | 40.36 | 12.76 | 5.93 | 11.84 | 8.42 | 16.92 | 47.29 | 10.38 |
| Yield(%) | 0.00 | 2.86 | 2.90 | 2.66 | 3.28 | 4.09 | 3.92 | … | … | 0.00 | 3.08 | 1.11 | 3.94 | 1.11 | 3.99 | 2.70 | 1.42 | 0.00 | 3.58 | 12.98 | 1.77 | 0.51 | 5.81 | 4.40 | 1.76 | 7.09 | 5.62 | 0.43 | 2.91 | 1.52 | 2.03 | 0.00 | 17.35 | 6.27 | 17.23 |
Data as of 06/05/2026, Common starting date is 11/15/2001
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RYCUX (UTILITIES FUND CLASS C) |
-8.89%
May 2007 – May 2010 |
-0.44%
Jun 2005 – Jun 2010 |
3.79%
Mar 2002 – Mar 2012 |
4.72%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RYCUX (UTILITIES FUND CLASS C) |
23.47%
Sep 2002 – Sep 2005 |
18.50%
Oct 2002 – Oct 2007 |
11.29%
Feb 2009 – Feb 2019 |
9.42%
Oct 2002 – Oct 2017 |
Annualized Rolling Returns Comparison Chart