Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| RYTAX (TECHNOLOGY FUND CLASS H) | 11.04% | 25.08% | 20.95% | 14.03% | 16.94% | 15.05% | 11.09% | 8.31% |
Data as of 08/01/2025, AR inception is 05/22/1998
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RYTAX (TECHNOLOGY FUND CLASS H) | 05/22/1998 | 08/01/2025 |
| 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 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.22 | 25.08 | 20.95 | 14.03 | 16.94 | 15.05 | 11.09 | 8.31 | 11.04 | 18.29 | 44.96 | -39.85 | 11.68 | 46.72 | 39.79 | -1.30 | 32.73 | 11.16 | 0.86 | 9.52 | 34.95 | 11.25 | -9.68 | 11.11 | 56.47 | -45.65 | 11.55 | 5.89 | 2.01 | -0.36 | 56.74 | -40.30 | -29.45 | -39.06 | 80.13 | 45.79 |
| Sharpe Ratio | NA | 0.78 | 0.78 | 0.52 | 0.63 | NA | NA | 0.24 | 0.67 | 0.53 | 1.99 | -1.11 | 0.50 | 1.22 | 2.07 | -0.11 | 2.79 | 0.61 | 0.05 | 0.57 | 2.60 | 0.65 | -0.35 | 0.53 | 1.98 | -1.12 | 0.49 | 0.16 | -0.01 | -0.06 | 2.01 | -0.93 | -0.62 | -0.92 | 2.30 | 2.27 |
| Standard Deviation(%) | NA | 29.55 | 25.98 | 26.64 | 25.04 | NA | NA | 28.26 | 33.77 | 22.07 | 20.70 | 37.13 | 23.24 | 38.00 | 18.51 | 22.97 | 11.56 | 17.82 | 17.35 | 16.57 | 13.44 | 17.27 | 27.39 | 20.79 | 28.43 | 41.55 | 17.58 | 16.71 | 13.74 | 21.28 | 27.94 | 44.71 | 52.19 | 46.70 | 33.42 | 36.13 |
| Draw Down(%) | NA | 27.93 | 27.93 | 42.90 | 42.90 | NA | NA | 84.12 | 27.93 | 15.23 | 13.43 | 41.67 | 15.46 | 31.71 | 11.29 | 23.27 | 4.80 | 16.63 | 16.34 | 12.21 | 6.49 | 15.99 | 24.85 | 16.81 | 19.84 | 54.65 | 11.51 | 19.41 | 14.62 | 28.29 | 17.11 | 58.07 | 57.45 | 51.78 | 14.65 | 23.39 |
| Yield(%) | 0.00 | 5.54 | 5.08 | 5.62 | 7.58 | 25.95 | 19.43 | 15.16 | 0.00 | 6.27 | 4.08 | 3.51 | 9.18 | 2.59 | 0.71 | 5.45 | 1.91 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.29 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 08/01/2025, AR inception is 05/22/1998
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RYTAX (TECHNOLOGY FUND CLASS H) |
-39.32%
Mar 2000 - Mar 2003 |
-20.27%
Mar 2000 - Mar 2005 |
-10.14%
Aug 2000 - Aug 2010 |
-3.33%
Aug 2000 - Aug 2015 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RYTAX (TECHNOLOGY FUND CLASS H) |
36.09%
Dec 2018 - Dec 2021 |
28.48%
Jun 2016 - Jun 2021 |
19.80%
Dec 2011 - Dec 2021 |
17.19%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart