Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| RYMAX (TELECOMMUNICATIONS FUND CLASS H) | 11.07% | 25.32% | 8.02% | 4.09% | 4.07% | 4.41% | 2.64% | -0.56% |
Data as of 07/16/2025, AR inception is 04/16/1998
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RYMAX (TELECOMMUNICATIONS FUND CLASS H) | 04/16/1998 | 07/16/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.95 | 25.32 | 8.02 | 4.09 | 4.07 | 4.41 | 2.64 | -0.56 | 11.07 | 15.70 | 6.26 | -25.86 | 9.13 | 9.75 | 13.18 | -5.28 | 5.54 | 17.44 | -7.38 | 2.22 | 16.51 | 3.98 | -14.10 | 13.83 | 29.47 | -45.34 | 8.87 | 18.49 | -0.83 | 12.74 | 31.37 | -43.13 | -46.98 | -39.74 | 57.87 | 23.57 |
| Sharpe Ratio | NA | 1.38 | 0.28 | 0.12 | 0.15 | NA | NA | -0.08 | 0.88 | 0.64 | 0.13 | -1.18 | 0.67 | 0.30 | 0.86 | -0.39 | 0.51 | 1.07 | -0.49 | 0.17 | 1.37 | 0.28 | -0.57 | 0.72 | 1.02 | -1.03 | 0.31 | 1.02 | -0.25 | 0.62 | 1.21 | -1.07 | -1.17 | -1.01 | 2.26 | 1.11 |
| Standard Deviation(%) | NA | 18.68 | 17.75 | 17.39 | 18.32 | NA | NA | 24.30 | 21.34 | 14.13 | 15.77 | 23.21 | 13.49 | 31.22 | 13.75 | 16.83 | 9.67 | 16.04 | 15.24 | 12.69 | 12.01 | 14.07 | 24.74 | 19.16 | 28.94 | 44.65 | 18.95 | 15.02 | 12.02 | 19.06 | 25.25 | 41.41 | 42.73 | 43.43 | 24.19 | 28.14 |
| Draw Down(%) | NA | 16.14 | 21.10 | 35.53 | 35.53 | NA | NA | 87.84 | 16.14 | 12.36 | 17.08 | 32.38 | 12.62 | 26.33 | 9.55 | 17.84 | 5.20 | 10.34 | 15.68 | 10.17 | 7.47 | 15.10 | 26.71 | 14.12 | 23.11 | 55.89 | 13.21 | 14.05 | 14.25 | 20.50 | 23.53 | 60.37 | 58.27 | 47.39 | 12.46 | 19.00 |
| Yield(%) | 0.00 | 0.22 | 1.12 | 1.27 | 2.17 | 6.24 | 4.14 | 4.68 | 0.00 | 0.23 | 1.84 | 1.17 | 0.52 | 2.61 | 4.32 | 0.27 | 4.40 | 2.74 | 3.51 | 9.48 | 1.53 | 2.45 | 3.01 | 0.64 | 3.26 | 1.79 | 0.12 | 0.73 | 2.61 | 0.00 | 1.31 | 0.00 | 0.22 | 0.00 | 0.00 | 0.00 |
Data as of 07/16/2025, AR inception is 04/16/1998
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RYMAX (TELECOMMUNICATIONS FUND CLASS H) |
-45.37%
Mar 2000 - Mar 2003 |
-25.36%
Mar 2000 - Mar 2005 |
-13.54%
Jun 2000 - Jun 2010 |
-8.01%
Mar 2000 - Mar 2015 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RYMAX (TELECOMMUNICATIONS FUND CLASS H) |
26.64%
Sep 2002 - Sep 2005 |
23.24%
Sep 2002 - Sep 2007 |
8.01%
Feb 2009 - Feb 2019 |
6.13%
Sep 2002 - Sep 2017 |
Annualized Rolling Returns Comparison Chart