Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RYESX (ENERGY SERVICES FUND CLASS A) | 49.72% | 88.16% | 18.49% | 10.49% | -25.37% | -21.38% | -15.55% | … | … |
Data as of 06/03/2026, Common starting date is 08/31/2004
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RYESX (ENERGY SERVICES FUND CLASS A) | 08/31/2004 | 06/03/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.56 | 88.16 | 18.49 | 10.49 | -25.37 | -21.38 | -15.55 | … | … | 49.72 | 2.03 | -7.96 | 4.20 | 43.36 | 16.25 | -95.81 | -0.64 | -45.73 | -19.06 | 23.30 | -31.95 | -29.51 | 23.98 | 0.07 | -9.19 | 25.43 | 64.30 | -57.70 | 37.03 | 10.90 | 48.24 | 11.60 |
| Sharpe Ratio | NA | 2.97 | 0.49 | 0.28 | -0.28 | NA | NA | … | … | 5.29 | -0.02 | -0.43 | 0.02 | 0.96 | 0.40 | -0.34 | -0.06 | -1.52 | -0.76 | 0.60 | -0.88 | -1.23 | 1.28 | 0.00 | -0.23 | 0.83 | 1.34 | -0.86 | 1.33 | 0.24 | 1.65 | 1.52 |
| Standard Deviation(%) | NA | 28.97 | 31.33 | 35.54 | 95.79 | NA | NA | … | … | 28.17 | 37.58 | 27.23 | 32.04 | 43.77 | 40.77 | 283.91 | 33.50 | 31.11 | 25.95 | 38.44 | 36.19 | 24.05 | 18.64 | 24.56 | 40.03 | 30.35 | 47.80 | 68.33 | 25.67 | 31.93 | 27.91 | 24.49 |
| Draw Down(%) | NA | 9.44 | 44.08 | 44.08 | 99.21 | NA | NA | … | … | 8.90 | 36.77 | 22.49 | 25.33 | 34.33 | 28.33 | 98.13 | 38.66 | 53.47 | 39.68 | 22.15 | 39.14 | 43.87 | 11.64 | 27.16 | 39.08 | 28.71 | 26.47 | 71.57 | 14.30 | 26.38 | 15.32 | 8.89 |
| Yield(%) | 0.00 | 0.74 | 0.22 | 0.18 | 0.35 | 0.16 | 0.15 | … | … | 0.00 | 0.59 | 0.00 | 0.00 | 0.00 | 0.37 | 0.87 | 0.12 | 0.83 | 0.73 | 0.91 | 0.85 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/03/2026, Common starting date is 08/31/2004
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RYESX (ENERGY SERVICES FUND CLASS A) |
-78.05%
Mar 2017 – Mar 2020 |
-61.21%
Mar 2015 – Mar 2020 |
-38.26%
Mar 2010 – Mar 2020 |
-26.06%
Sep 2005 – Sep 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RYESX (ENERGY SERVICES FUND CLASS A) |
42.54%
Sep 2020 – Sep 2023 |
22.80%
Mar 2020 – Mar 2025 |
8.27%
Sep 2004 – Sep 2014 |
-3.67%
Dec 2004 – Dec 2019 |
Annualized Rolling Returns Comparison Chart