Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RYRHX (RUSSELL 2000 FUND CLASS H) | 18.00% | 39.25% | 17.24% | 2.30% | 7.89% | 7.91% | NA | … | … |
Data as of 06/04/2026, Common starting date is 06/28/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RYRHX (RUSSELL 2000 FUND CLASS H) | 06/28/2006 | 06/04/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.03 | 39.25 | 17.24 | 2.30 | 7.89 | 7.91 | NA | … | … | 18.00 | 10.90 | 9.72 | 15.19 | -21.70 | -0.16 | 17.80 | 23.62 | -12.59 | 12.90 | 17.59 | -5.05 | 3.25 | 36.33 | 14.60 | -5.13 | 25.25 | 24.85 | -35.20 | -3.02 | 14.18 |
| Sharpe Ratio | NA | 1.98 | 0.68 | -0.01 | 0.27 | NA | NA | … | … | 2.30 | 0.35 | 0.29 | 0.58 | -0.82 | -0.01 | 0.40 | 1.38 | -0.78 | 1.02 | 0.93 | -0.31 | 0.20 | 2.45 | 0.86 | -0.16 | 1.01 | 0.69 | -0.77 | -0.30 | 1.47 |
| Standard Deviation(%) | NA | 18.94 | 21.18 | 23.02 | 23.80 | NA | NA | … | … | 19.75 | 23.00 | 20.73 | 20.03 | 28.15 | 24.44 | 43.24 | 16.07 | 18.03 | 12.01 | 18.63 | 16.60 | 16.34 | 14.78 | 17.03 | 33.06 | 25.01 | 35.83 | 46.89 | 20.67 | 17.84 |
| Draw Down(%) | NA | 11.44 | 28.03 | 40.92 | 42.82 | NA | NA | … | … | 11.44 | 24.10 | 10.15 | 18.27 | 27.46 | 22.62 | 41.73 | 9.81 | 27.06 | 6.43 | 17.15 | 16.55 | 13.24 | 5.42 | 12.83 | 29.53 | 20.16 | 33.31 | 50.11 | 14.79 | 8.34 |
| Yield(%) | 0.00 | 0.77 | 0.78 | 0.32 | 1.08 | 1.92 | 1.69 | … | … | 0.00 | 0.72 | 1.11 | 0.22 | 0.00 | 0.00 | 0.00 | 1.78 | 0.00 | 5.17 | 0.00 | 2.46 | 3.45 | 5.83 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.75 | 0.59 |
Data as of 06/04/2026, Common starting date is 06/28/2006
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RYRHX (RUSSELL 2000 FUND CLASS H) |
-10.23%
Jun 2007 – Jun 2010 |
-2.65%
Sep 2006 – Sep 2011 |
2.58%
Oct 2013 – Oct 2023 |
3.71%
Jun 2007 – Jun 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RYRHX (RUSSELL 2000 FUND CLASS H) |
27.75%
Feb 2009 – Feb 2012 |
24.75%
Feb 2009 – Feb 2014 |
14.74%
Feb 2009 – Feb 2019 |
10.54%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart