Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| RYTLX (TELECOMMUNICATIONS FUND CLASS A) | 10.39% | 26.40% | 7.57% | 4.01% | 4.08% | 4.24% | 2.52% | 3.13% |
Data as of 07/15/2025, AR inception is 09/01/2004
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RYTLX (TELECOMMUNICATIONS FUND CLASS A) | 09/01/2004 | 07/15/2025 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.94 | 26.40 | 7.57 | 4.01 | 4.08 | 4.24 | 2.52 | 3.13 | 10.39 | 15.71 | 6.27 | -25.85 | 9.13 | 9.76 | 13.16 | -5.46 | 5.51 | 17.44 | -7.28 | 2.55 | 16.79 | 4.26 | -13.98 | 13.82 | 29.82 | -45.24 | 9.07 | 18.44 | -3.21 | 15.06 |
| Sharpe Ratio | NA | 1.38 | 0.28 | 0.12 | 0.15 | NA | NA | 0.09 | 0.88 | 0.65 | 0.13 | -1.18 | 0.67 | 0.30 | 0.85 | -0.40 | 0.51 | 1.07 | -0.48 | 0.20 | 1.40 | 0.30 | -0.56 | 0.72 | 1.03 | -1.03 | 0.32 | 1.01 | -0.44 | 3.72 |
| Standard Deviation(%) | NA | 18.70 | 17.75 | 17.39 | 18.32 | NA | NA | 20.26 | 21.38 | 14.14 | 15.75 | 23.20 | 13.49 | 31.22 | 13.77 | 16.84 | 9.66 | 16.04 | 15.24 | 12.69 | 11.96 | 14.06 | 24.80 | 19.16 | 28.94 | 44.66 | 18.96 | 15.07 | 12.14 | 13.70 |
| Draw Down(%) | NA | 16.17 | 21.12 | 35.53 | 35.53 | NA | NA | 60.44 | 16.17 | 12.35 | 17.10 | 32.39 | 12.61 | 26.33 | 9.58 | 17.98 | 5.20 | 10.34 | 15.62 | 10.17 | 7.48 | 15.03 | 26.55 | 14.06 | 23.12 | 55.76 | 13.16 | 14.24 | 14.18 | 2.95 |
| Yield(%) | 0.00 | 0.22 | 1.09 | 1.24 | 2.13 | 6.00 | 3.97 | 4.47 | 0.00 | 0.22 | 1.79 | 1.14 | 0.51 | 2.54 | 4.21 | 0.26 | 4.28 | 2.67 | 3.43 | 9.29 | 1.51 | 2.42 | 2.97 | 0.63 | 3.24 | 1.78 | 0.12 | 0.73 | 0.00 | 0.00 |
Data as of 07/15/2025, AR inception is 09/01/2004
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RYTLX (TELECOMMUNICATIONS FUND CLASS A) |
-16.59%
Feb 2006 - Feb 2009 |
-8.86%
May 2007 - May 2012 |
-1.43%
Oct 2007 - Oct 2017 |
-1.48%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RYTLX (TELECOMMUNICATIONS FUND CLASS A) |
15.44%
Feb 2009 - Feb 2012 |
11.72%
Feb 2009 - Feb 2014 |
8.12%
Feb 2009 - Feb 2019 |
4.86%
Jun 2010 - Jun 2025 |
Annualized Rolling Returns Comparison Chart