Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RYROX (RUSSELL 2000 FUND CLASS C) | 17.63% | 38.20% | 16.37% | 1.13% | 6.87% | 6.95% | NA | … | … |
Data as of 06/04/2026, Common starting date is 06/28/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RYROX (RUSSELL 2000 FUND CLASS C) | 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 (%) | -0.05 | 38.20 | 16.37 | 1.13 | 6.87 | 6.95 | NA | … | … | 17.63 | 10.05 | 8.92 | 14.32 | -22.29 | -2.83 | 16.94 | 22.62 | -13.23 | 12.06 | 16.75 | -5.73 | 2.44 | 38.14 | 11.31 | -5.91 | 24.20 | 23.75 | -35.69 | -3.66 | 13.76 |
| Sharpe Ratio | NA | 1.92 | 0.64 | -0.06 | 0.23 | NA | NA | … | … | 2.25 | 0.31 | 0.26 | 0.54 | -0.85 | -0.11 | 0.38 | 1.32 | -0.81 | 0.95 | 0.89 | -0.35 | 0.15 | 2.49 | 0.67 | -0.18 | 0.96 | 0.66 | -0.78 | -0.33 | 1.42 |
| Standard Deviation(%) | NA | 18.93 | 21.17 | 23.21 | 23.88 | NA | NA | … | … | 19.74 | 22.99 | 20.73 | 20.03 | 28.09 | 25.36 | 43.22 | 16.06 | 18.02 | 12.00 | 18.60 | 16.64 | 16.33 | 15.28 | 16.92 | 33.05 | 25.04 | 35.84 | 46.91 | 20.66 | 17.87 |
| Draw Down(%) | NA | 11.55 | 28.22 | 42.92 | 43.51 | NA | NA | … | … | 11.55 | 24.21 | 10.19 | 18.60 | 27.71 | 24.19 | 41.80 | 10.04 | 27.22 | 6.51 | 17.19 | 16.70 | 13.62 | 5.49 | 13.02 | 29.78 | 20.39 | 33.49 | 50.43 | 15.00 | 8.39 |
| Yield(%) | 0.00 | 0.92 | 0.91 | 0.37 | 1.18 | 2.00 | 1.69 | … | … | 0.00 | 0.86 | 1.32 | 0.26 | 0.00 | 0.00 | 0.00 | 1.98 | 0.00 | 5.66 | 0.00 | 2.64 | 3.67 | 6.15 | 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 |
|---|---|---|---|---|
| RYROX (RUSSELL 2000 FUND CLASS C) |
-10.95%
Jun 2007 – Jun 2010 |
-3.43%
Sep 2006 – Sep 2011 |
1.62%
Oct 2013 – Oct 2023 |
2.77%
Jun 2007 – Jun 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RYROX (RUSSELL 2000 FUND CLASS C) |
26.74%
Feb 2009 – Feb 2012 |
23.76%
Feb 2009 – Feb 2014 |
13.86%
Feb 2009 – Feb 2019 |
9.55%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart