Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
RYGRX (S&P 500 PURE GROWTH FUND CLASS C) 30.30% 37.99% 25.80% 11.10% 12.49% 11.81% 10.22%
Data as of 06/03/2026, Common starting date is 03/08/2005
More Performance Analytics Comparison
Name Start Date End Date
RYGRX (S&P 500 PURE GROWTH FUND CLASS C) 03/08/2005 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
Annualized Return (%) 3.88 37.99 25.80 11.10 12.49 11.81 10.22 30.30 11.00 25.73 5.80 -28.71 26.61 26.34 25.79 -6.28 23.77 1.72 0.21 11.68 40.20 12.91 -1.89 22.46 48.76 -39.81 3.89 4.38 0.29
Sharpe Ratio NA 1.81 1.03 0.33 0.46 NA NA 3.25 0.32 1.13 0.15 -0.92 1.28 0.69 1.86 -0.37 2.65 0.10 0.01 0.75 2.96 0.93 -0.07 0.99 1.56 -0.99 0.05 0.09 -0.20
Standard Deviation(%) NA 19.56 21.34 23.46 22.81 NA NA 24.50 25.44 19.49 14.92 32.83 20.82 37.70 13.07 20.78 8.76 15.41 16.46 15.46 13.56 13.87 26.49 22.65 31.27 41.04 15.19 11.16 10.18
Draw Down(%) NA 11.17 24.95 36.57 36.63 NA NA 11.17 24.95 13.43 10.02 33.29 13.90 36.63 6.67 23.41 2.89 15.49 12.03 10.43 7.21 11.20 22.57 17.81 24.68 51.25 10.18 11.36 6.66
Yield(%) 0.00 5.13 2.47 1.90 4.32 5.11 5.03 0.00 5.37 0.00 0.00 0.00 3.50 5.29 7.19 6.21 7.25 0.05 2.88 3.31 0.00 0.00 0.76 0.00 0.00 0.00 1.49 0.00 0.10
Data as of 06/03/2026, Common starting date is 03/08/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
RYGRX (S&P 500 PURE GROWTH FUND CLASS C) -17.71%
Feb 2006 – Feb 2009
-1.46%
Jun 2005 – Jun 2010
6.37%
Jan 2006 – Jan 2016
7.54%
Apr 2005 – Apr 2020
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
RYGRX (S&P 500 PURE GROWTH FUND CLASS C) 31.38%
Feb 2009 – Feb 2012
28.27%
Feb 2009 – Feb 2014
17.23%
Feb 2009 – Feb 2019
14.09%
Feb 2009 – Feb 2024
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return