Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RYSYX (S&P 500 FUND CLASS C) | 10.24% | 25.54% | 19.79% | 10.68% | 10.84% | 10.60% | NA | … | … |
Data as of 06/04/2026, Common starting date is 06/28/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RYSYX (S&P 500 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 (%) | 0.26 | 25.54 | 19.79 | 10.68 | 10.84 | 10.60 | NA | … | … | 10.24 | 15.06 | 22.06 | 23.23 | -21.18 | 23.92 | -0.25 | 28.16 | -6.71 | 18.95 | 8.19 | 0.01 | 10.87 | 31.43 | 11.45 | -0.54 | 12.53 | 23.82 | -37.05 | 2.77 | 12.73 |
| Sharpe Ratio | NA | 2.05 | 1.16 | 0.49 | 0.49 | NA | NA | … | … | 1.83 | 0.66 | 1.45 | 1.51 | -0.94 | 1.84 | -0.01 | 2.14 | -0.47 | 2.75 | 0.60 | 0.00 | 0.95 | 2.71 | 0.91 | -0.02 | 0.69 | 0.88 | -0.92 | -0.02 | 2.55 |
| Standard Deviation(%) | NA | 11.74 | 14.77 | 16.86 | 18.68 | NA | NA | … | … | 13.22 | 18.65 | 12.67 | 13.10 | 24.23 | 13.01 | 37.59 | 12.48 | 17.14 | 6.68 | 13.27 | 15.51 | 11.38 | 11.57 | 12.66 | 23.41 | 18.09 | 27.11 | 41.04 | 16.04 | 9.04 |
| Draw Down(%) | NA | 9.21 | 19.02 | 25.89 | 34.10 | NA | NA | … | … | 9.21 | 19.02 | 8.58 | 10.48 | 25.89 | 5.32 | 34.10 | 6.83 | 19.94 | 2.89 | 11.38 | 12.41 | 7.51 | 5.79 | 9.89 | 19.49 | 15.93 | 27.44 | 47.50 | 10.23 | 3.66 |
| Yield(%) | 0.00 | 3.54 | 2.42 | 1.40 | 2.16 | 2.79 | 2.27 | … | … | 0.00 | 3.59 | 1.57 | 0.88 | 0.00 | 0.00 | 0.04 | 1.33 | 1.71 | 5.95 | 1.01 | 4.13 | 1.42 | 0.13 | 0.26 | 0.00 | 0.00 | 0.62 | 0.15 | 0.50 | 2.08 |
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 |
|---|---|---|---|---|
| RYSYX (S&P 500 FUND CLASS C) |
-11.22%
Jun 2007 – Jun 2010 |
-3.12%
Sep 2006 – Sep 2011 |
4.39%
Oct 2006 – Oct 2016 |
4.49%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RYSYX (S&P 500 FUND CLASS C) |
22.72%
Feb 2009 – Feb 2012 |
20.16%
Feb 2009 – Feb 2014 |
13.92%
Feb 2009 – Feb 2019 |
11.96%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart