Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| RYSPX (S&P 500 FUND CLASS H) | 5.19% | 11.81% | 16.24% | 10.84% | 9.80% | 11.72% | NA | 8.27% |
Data as of 07/01/2025, AR inception is 06/28/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RYSPX (S&P 500 FUND CLASS H) | 06/28/2006 | 07/01/2025 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.72 | 11.81 | 16.24 | 10.84 | 9.80 | 11.72 | NA | 8.27 | 5.19 | 21.89 | 23.56 | -20.42 | 25.09 | 2.37 | 29.13 | -6.02 | 19.85 | 9.00 | 0.76 | 11.68 | 30.22 | 14.26 | 0.36 | 13.41 | 24.82 | -36.54 | 3.57 | 13.14 |
| Sharpe Ratio | NA | 0.40 | 0.69 | 0.52 | 0.43 | NA | NA | 0.36 | 0.29 | 1.20 | 1.49 | -0.90 | 1.93 | 0.06 | 2.22 | -0.43 | 2.90 | 0.66 | 0.05 | 1.02 | 2.73 | 1.12 | 0.01 | 0.74 | 0.91 | -0.91 | 0.04 | 2.69 |
| Standard Deviation(%) | NA | 19.89 | 17.29 | 18.34 | 18.94 | NA | NA | 20.10 | 24.46 | 12.74 | 13.08 | 24.22 | 13.02 | 36.94 | 12.49 | 17.13 | 6.66 | 13.30 | 15.50 | 11.39 | 11.07 | 12.77 | 23.40 | 18.06 | 27.11 | 41.07 | 16.08 | 8.97 |
| Draw Down(%) | NA | 19.03 | 19.03 | 25.45 | 34.04 | NA | NA | 55.26 | 18.93 | 8.55 | 10.32 | 25.45 | 5.25 | 34.04 | 6.78 | 19.79 | 2.80 | 11.31 | 12.25 | 7.45 | 5.72 | 9.79 | 19.17 | 15.72 | 27.34 | 47.15 | 10.14 | 3.65 |
| Yield(%) | 0.00 | 0.16 | 0.13 | 0.09 | 1.41 | 2.11 | 1.48 | 1.56 | 0.00 | 0.19 | 0.16 | 0.00 | 0.00 | 0.04 | 1.19 | 1.55 | 5.45 | 0.93 | 3.85 | 1.34 | 0.13 | 0.25 | 0.00 | 0.00 | 0.61 | 0.14 | 0.50 | 2.08 |
Data as of 07/01/2025, AR inception is 06/28/2006
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RYSPX (S&P 500 FUND CLASS H) |
-10.51%
Jun 2007 - Jun 2010 |
-2.33%
Sep 2006 - Sep 2011 |
5.22%
Oct 2006 - Oct 2016 |
5.45%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RYSPX (S&P 500 FUND CLASS H) |
23.72%
Feb 2009 - Feb 2012 |
21.12%
Feb 2009 - Feb 2014 |
14.81%
Feb 2009 - Feb 2019 |
12.95%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart