Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RYPIX (TRANSPORTATION FUND INVESTOR CLASS) | 8.58% | 32.67% | 11.40% | -2.68% | 7.15% | 8.41% | 6.03% | … | … |
Data as of 06/05/2026, Common starting date is 05/13/1998
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RYPIX (TRANSPORTATION FUND INVESTOR CLASS) | 05/13/1998 | 06/05/2026 |
| 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 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.10 | 32.67 | 11.40 | -2.68 | 7.15 | 8.41 | 6.03 | … | … | 8.58 | 12.53 | 2.22 | 24.97 | -40.52 | 9.26 | 41.24 | 22.82 | -20.07 | 22.40 | 15.36 | -13.84 | 23.29 | 50.87 | 17.43 | -11.09 | 22.24 | 17.17 | -25.14 | -8.84 | 7.41 | 7.78 | 21.83 | 18.56 | -13.01 | -3.48 | 0.46 | -18.36 | -14.07 |
| Sharpe Ratio | NA | 1.48 | 0.37 | -0.20 | 0.22 | NA | NA | … | … | 0.85 | 0.37 | -0.07 | 1.00 | -1.19 | 0.38 | 0.93 | 1.13 | -1.08 | 1.80 | 0.78 | -0.77 | 1.46 | 3.30 | 0.97 | -0.38 | 0.90 | 0.44 | -0.56 | -0.58 | 0.19 | 0.31 | 1.27 | 0.97 | -0.51 | -0.23 | -0.15 | -1.11 | -0.98 |
| Standard Deviation(%) | NA | 20.26 | 22.21 | 25.98 | 25.64 | NA | NA | … | … | 22.08 | 26.20 | 19.28 | 21.53 | 35.30 | 24.45 | 43.84 | 18.86 | 19.89 | 12.12 | 19.35 | 17.98 | 15.95 | 15.40 | 17.99 | 29.37 | 24.58 | 39.22 | 46.13 | 20.86 | 20.68 | 17.87 | 16.46 | 18.44 | 27.88 | 26.16 | 24.71 | 19.57 | 24.87 |
| Draw Down(%) | NA | 13.61 | 28.73 | 51.48 | 51.48 | NA | NA | … | … | 13.61 | 26.86 | 14.54 | 23.38 | 43.79 | 21.72 | 44.44 | 14.43 | 28.97 | 6.43 | 13.75 | 19.17 | 13.70 | 6.58 | 14.58 | 30.12 | 17.94 | 42.42 | 44.45 | 20.91 | 19.39 | 15.09 | 10.21 | 19.10 | 32.32 | 29.76 | 19.40 | 32.98 | 32.09 |
| Yield(%) | 0.00 | 3.60 | 1.76 | 0.67 | 2.52 | 2.87 | 2.08 | … | … | 0.00 | 3.35 | 1.29 | 0.19 | 0.00 | 0.00 | 0.00 | 4.26 | 8.05 | 2.35 | 0.39 | 0.40 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.70 | 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 06/05/2026, Common starting date is 05/13/1998
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RYPIX (TRANSPORTATION FUND INVESTOR CLASS) |
-20.98%
Feb 2006 – Feb 2009 |
-9.01%
Jun 1998 – Jun 2003 |
-5.42%
Feb 1999 – Feb 2009 |
1.67%
Jun 1998 – Jun 2013 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RYPIX (TRANSPORTATION FUND INVESTOR CLASS) |
30.21%
Sep 2011 – Sep 2014 |
26.97%
Feb 2009 – Feb 2014 |
16.26%
Nov 2011 – Nov 2021 |
11.81%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart