Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RYRRX (RUSSELL 2000 FUND CLASS A) | 16.85% | 37.54% | 16.85% | 2.15% | 7.90% | 7.73% | NA | … | … |
Data as of 06/03/2026, Common starting date is 06/28/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RYRRX (RUSSELL 2000 FUND CLASS A) | 06/28/2006 | 06/03/2026 |
| 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 (%) | -0.45 | 37.54 | 16.85 | 2.15 | 7.90 | 7.73 | NA | … | … | 16.85 | 10.88 | 9.72 | 15.17 | -21.70 | -0.13 | 17.81 | 23.56 | -12.58 | 12.92 | 17.58 | -5.04 | 3.27 | 39.33 | 12.20 | -5.09 | 25.28 | 24.91 | -35.17 | -3.02 | 14.14 |
| Sharpe Ratio | NA | 1.98 | 0.69 | -0.01 | 0.27 | NA | NA | … | … | 2.30 | 0.35 | 0.29 | 0.58 | -0.82 | -0.01 | 0.40 | 1.38 | -0.78 | 1.03 | 0.93 | -0.31 | 0.20 | 2.57 | 0.72 | -0.16 | 1.01 | 0.69 | -0.77 | -0.30 | 1.47 |
| Standard Deviation(%) | NA | 18.86 | 21.14 | 23.01 | 23.78 | NA | NA | … | … | 19.77 | 22.94 | 20.68 | 20.04 | 28.15 | 24.41 | 43.22 | 16.05 | 18.04 | 12.01 | 18.60 | 16.61 | 16.34 | 15.29 | 16.91 | 33.05 | 25.03 | 35.80 | 46.91 | 20.64 | 17.86 |
| Draw Down(%) | NA | 11.43 | 28.03 | 40.92 | 42.84 | NA | NA | … | … | 11.43 | 24.10 | 10.13 | 18.29 | 27.45 | 22.60 | 41.73 | 9.83 | 27.05 | 6.44 | 17.11 | 16.53 | 13.22 | 5.42 | 12.88 | 29.51 | 20.22 | 33.28 | 50.10 | 14.76 | 8.34 |
| Yield(%) | 0.00 | 0.76 | 0.77 | 0.32 | 1.09 | 1.89 | 1.69 | … | … | 0.00 | 0.72 | 1.11 | 0.22 | 0.00 | 0.00 | 0.00 | 1.77 | 0.00 | 5.16 | 0.00 | 2.45 | 3.44 | 5.83 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.75 | 0.59 |
Data as of 06/03/2026, 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 |
|---|---|---|---|---|
| RYRRX (RUSSELL 2000 FUND CLASS A) |
-10.19%
Jun 2007 – Jun 2010 |
-2.63%
Sep 2006 – Sep 2011 |
2.59%
Oct 2013 – Oct 2023 |
3.73%
Jun 2007 – Jun 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RYRRX (RUSSELL 2000 FUND CLASS A) |
27.80%
Feb 2009 – Feb 2012 |
24.79%
Feb 2009 – Feb 2014 |
14.76%
Feb 2009 – Feb 2019 |
10.55%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart