Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RYDHX (DOW JONES INDUSTRIAL AVERAGE FUND CLASS H) | 7.35% | 21.62% | 15.57% | 8.38% | 11.58% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 12/02/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RYDHX (DOW JONES INDUSTRIAL AVERAGE FUND CLASS H) | 12/02/2015 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.85 | 21.62 | 15.57 | 8.38 | 11.58 | NA | NA | … | … | 7.35 | 12.97 | 13.08 | 14.37 | -8.87 | 19.11 | 7.48 | 23.16 | -5.15 | 26.17 | 14.92 | -1.82 |
| Sharpe Ratio | NA | 1.46 | 0.91 | 0.38 | 0.55 | NA | NA | … | … | 0.82 | 0.61 | 0.83 | 0.95 | -0.52 | 1.54 | 0.19 | 1.75 | -0.36 | 3.89 | 1.16 | -1.12 |
| Standard Deviation(%) | NA | 11.90 | 13.40 | 14.78 | 17.65 | NA | NA | … | … | 13.68 | 16.60 | 11.38 | 11.39 | 19.87 | 12.43 | 37.02 | 12.40 | 17.98 | 6.58 | 12.68 | 18.54 |
| Draw Down(%) | NA | 9.86 | 16.51 | 22.12 | 37.34 | NA | NA | … | … | 9.86 | 16.14 | 6.08 | 8.92 | 22.12 | 6.45 | 37.34 | 6.79 | 18.76 | 3.41 | 9.94 | 4.05 |
| Yield(%) | 0.00 | 0.43 | 1.17 | 1.48 | 3.34 | 2.26 | 1.70 | … | … | 0.00 | 0.43 | 1.93 | 0.85 | 2.78 | 1.45 | 4.92 | 4.75 | 1.16 | 4.47 | 0.65 | 0.00 |
Data as of 06/04/2026, Common starting date is 12/02/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RYDHX (DOW JONES INDUSTRIAL AVERAGE FUND CLASS H) |
2.34%
Sep 2019 – Sep 2022 |
5.17%
Sep 2018 – Sep 2023 |
10.57%
Mar 2016 – Mar 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RYDHX (DOW JONES INDUSTRIAL AVERAGE FUND CLASS H) |
17.69%
Sep 2022 – Sep 2025 |
15.20%
Oct 2016 – Oct 2021 |
12.00%
Jan 2016 – Jan 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart