Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RYLGX (S&P 500 PURE GROWTH FUND CLASS A) | 30.70% | 39.03% | 26.75% | 11.94% | 13.34% | 12.65% | 11.05% | … | … |
Data as of 06/03/2026, Common starting date is 06/24/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RYLGX (S&P 500 PURE GROWTH FUND CLASS A) | 06/24/2005 | 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 (%) | 3.89 | 39.03 | 26.75 | 11.94 | 13.34 | 12.65 | 11.05 | … | … | 30.70 | 11.84 | 26.68 | 6.58 | -28.17 | 27.56 | 27.30 | 26.72 | -5.57 | 24.69 | 2.49 | 0.96 | 12.51 | 41.26 | 13.74 | -1.12 | 23.46 | 49.82 | -39.36 | 4.79 | 5.15 | 4.56 |
| Sharpe Ratio | NA | 1.86 | 1.08 | 0.37 | 0.50 | NA | NA | … | … | 3.31 | 0.35 | 1.18 | 0.20 | -0.90 | 1.32 | 0.71 | 1.93 | -0.34 | 2.76 | 0.15 | 0.06 | 0.81 | 3.04 | 1.00 | -0.04 | 1.03 | 1.59 | -0.98 | 0.11 | 0.16 | 0.66 |
| Standard Deviation(%) | NA | 19.56 | 21.34 | 23.46 | 22.81 | NA | NA | … | … | 24.49 | 25.43 | 19.48 | 14.93 | 32.84 | 20.84 | 37.71 | 13.07 | 20.78 | 8.76 | 15.40 | 16.48 | 15.45 | 13.57 | 13.86 | 26.49 | 22.62 | 31.30 | 40.99 | 15.18 | 11.13 | 9.66 |
| Draw Down(%) | NA | 11.11 | 24.87 | 36.14 | 36.58 | NA | NA | … | … | 11.11 | 24.87 | 13.39 | 9.96 | 32.90 | 13.87 | 36.58 | 6.52 | 23.24 | 2.87 | 15.44 | 11.72 | 10.32 | 7.13 | 11.08 | 22.43 | 17.68 | 24.64 | 51.01 | 10.14 | 11.02 | 5.63 |
| Yield(%) | 0.00 | 4.21 | 2.05 | 1.61 | 3.92 | 4.83 | 4.95 | … | … | 0.00 | 4.41 | 0.00 | 0.00 | 0.00 | 2.98 | 4.57 | 6.31 | 5.53 | 6.55 | 0.04 | 2.65 | 3.07 | 0.00 | 0.00 | 0.72 | 0.00 | 0.00 | 0.00 | 1.46 | 0.00 | 0.00 |
Data as of 06/03/2026, Common starting date is 06/24/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RYLGX (S&P 500 PURE GROWTH FUND CLASS A) |
-17.07%
Feb 2006 – Feb 2009 |
-0.31%
Aug 2005 – Aug 2010 |
7.18%
Jan 2006 – Jan 2016 |
8.43%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RYLGX (S&P 500 PURE GROWTH FUND CLASS A) |
32.41%
Feb 2009 – Feb 2012 |
29.25%
Feb 2009 – Feb 2014 |
18.12%
Feb 2009 – Feb 2019 |
14.95%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart
