Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| RYPDX (CONSUMER PRODUCTS FUND CLASS A) | 4.83% | 5.23% | 2.90% | 5.07% | 5.21% | 8.41% | 7.38% | 7.69% |
Data as of 07/25/2025, AR inception is 11/19/2004
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RYPDX (CONSUMER PRODUCTS FUND CLASS A) | 11/19/2004 | 07/25/2025 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.03 | 5.23 | 2.90 | 5.07 | 5.21 | 8.41 | 7.38 | 7.69 | 4.83 | 4.71 | -3.04 | -0.66 | 10.82 | 7.98 | 22.52 | -12.02 | 11.67 | 5.53 | 6.27 | 12.60 | 28.64 | 9.49 | 13.85 | 16.29 | 20.33 | -23.25 | 11.02 | 16.97 | -2.22 | 4.71 |
| Sharpe Ratio | NA | 0.16 | -0.04 | 0.24 | 0.25 | NA | NA | 0.43 | 0.37 | 0.11 | -0.59 | -0.12 | 0.96 | 0.27 | 2.01 | -1.00 | 1.44 | 0.42 | 0.46 | 1.24 | 2.52 | 0.96 | 0.83 | 1.26 | 1.16 | -0.89 | 0.67 | 1.71 | -0.47 | 6.18 |
| Standard Deviation(%) | NA | 13.17 | 12.72 | 13.15 | 14.84 | NA | NA | 14.57 | 15.50 | 9.98 | 11.43 | 17.20 | 11.27 | 28.06 | 10.48 | 13.50 | 7.68 | 12.79 | 13.56 | 10.14 | 11.34 | 9.95 | 16.63 | 12.87 | 17.42 | 27.21 | 11.71 | 7.95 | 9.48 | 8.04 |
| Draw Down(%) | NA | 9.91 | 15.21 | 15.98 | 28.45 | NA | NA | 39.14 | 7.34 | 6.56 | 15.21 | 15.61 | 9.40 | 28.45 | 5.61 | 16.89 | 6.85 | 10.57 | 9.22 | 7.08 | 6.60 | 6.16 | 11.23 | 8.95 | 19.96 | 31.91 | 6.98 | 3.55 | 5.88 | 1.42 |
| Yield(%) | 0.00 | 7.35 | 8.28 | 9.56 | 7.29 | 9.34 | 8.59 | 9.11 | 0.00 | 7.57 | 11.50 | 7.59 | 16.05 | 9.27 | 3.49 | 6.52 | 8.91 | 1.58 | 2.33 | 1.43 | 4.96 | 0.31 | 4.53 | 19.26 | 0.34 | 0.56 | 1.05 | 0.21 | 0.00 | 0.05 |
Data as of 07/25/2025, AR inception is 11/19/2004
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RYPDX (CONSUMER PRODUCTS FUND CLASS A) |
-5.41%
Feb 2006 - Feb 2009 |
1.85%
Mar 2015 - Mar 2020 |
4.92%
Feb 2015 - Feb 2025 |
6.98%
Mar 2005 - Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RYPDX (CONSUMER PRODUCTS FUND CLASS A) |
23.99%
Feb 2009 - Feb 2012 |
20.79%
Feb 2009 - Feb 2014 |
13.26%
Mar 2009 - Mar 2019 |
10.83%
Mar 2009 - Mar 2024 |
Annualized Rolling Returns Comparison Chart