Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RYTHX (TECHNOLOGY FUND CLASS A) | 38.39% | 69.12% | 36.01% | 18.67% | 22.28% | 17.50% | 13.78% | … | … |
Data as of 06/03/2026, Common starting date is 09/01/2004
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RYTHX (TECHNOLOGY FUND CLASS A) | 09/01/2004 | 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 | 2005 | 2004 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 7.29 | 69.12 | 36.01 | 18.67 | 22.28 | 17.50 | 13.78 | … | … | 38.39 | 26.17 | 24.12 | 49.22 | -36.34 | 20.64 | 49.49 | 39.78 | -1.30 | 32.72 | 11.21 | 0.99 | 9.78 | 35.22 | 11.55 | -9.50 | 11.38 | 56.85 | -45.60 | 11.87 | 6.07 | 1.73 | 18.13 |
| Sharpe Ratio | NA | 2.94 | 1.32 | 0.57 | 0.81 | NA | NA | … | … | 4.02 | 0.81 | 0.95 | 2.24 | -1.03 | 0.97 | 1.29 | 2.07 | -0.12 | 2.79 | 0.62 | 0.06 | 0.59 | 2.61 | 0.67 | -0.35 | 0.54 | 2.00 | -1.11 | 0.50 | 0.16 | -0.04 | 3.62 |
| Standard Deviation(%) | NA | 22.07 | 24.14 | 26.57 | 25.24 | NA | NA | … | … | 25.70 | 28.76 | 21.47 | 20.56 | 36.76 | 21.21 | 37.98 | 18.52 | 22.97 | 11.56 | 17.82 | 17.35 | 16.57 | 13.48 | 17.27 | 27.37 | 20.77 | 28.42 | 41.66 | 17.59 | 16.73 | 13.75 | 17.53 |
| Draw Down(%) | NA | 15.76 | 27.93 | 42.89 | 42.89 | NA | NA | … | … | 15.31 | 27.93 | 15.23 | 13.43 | 40.34 | 12.17 | 31.70 | 11.29 | 23.27 | 4.80 | 16.62 | 16.32 | 12.20 | 6.46 | 15.99 | 24.80 | 16.75 | 19.85 | 54.63 | 11.53 | 19.39 | 14.62 | 4.24 |
| Yield(%) | 0.00 | 1.39 | 3.90 | 4.33 | 7.84 | 23.54 | 20.79 | … | … | 0.00 | 1.43 | 6.11 | 3.97 | 3.42 | 8.97 | 2.53 | 0.69 | 5.33 | 1.87 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/03/2026, Common starting date is 09/01/2004
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RYTHX (TECHNOLOGY FUND CLASS A) |
-17.18%
Feb 2006 – Feb 2009 |
-3.45%
Oct 2007 – Oct 2012 |
4.04%
Jan 2006 – Jan 2016 |
7.93%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RYTHX (TECHNOLOGY FUND CLASS A) |
36.10%
Dec 2018 – Dec 2021 |
28.48%
Jun 2016 – Jun 2021 |
21.92%
May 2016 – May 2026 |
17.31%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart