Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RYTSX (TRANSPORTATION FUND CLASS A) | 10.27% | 30.68% | 11.74% | -3.04% | 6.87% | 7.94% | 5.73% | … | … |
Data as of 06/03/2026, Common starting date is 06/24/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RYTSX (TRANSPORTATION FUND CLASS A) | 06/24/2005 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.68 | 30.68 | 11.74 | -3.04 | 6.87 | 7.94 | 5.73 | … | … | 10.27 | 12.25 | 1.96 | 24.69 | -41.39 | 7.55 | 40.88 | 22.47 | -20.29 | 22.10 | 15.06 | -14.05 | 23.01 | 50.55 | 17.18 | -11.37 | 22.05 | 17.05 | -25.31 | -9.10 | 7.11 | 24.33 |
| Sharpe Ratio | NA | 1.36 | 0.42 | -0.21 | 0.20 | NA | NA | … | … | 1.16 | 0.36 | -0.09 | 0.99 | -1.20 | 0.30 | 0.92 | 1.11 | -1.09 | 1.77 | 0.77 | -0.78 | 1.44 | 3.28 | 0.96 | -0.39 | 0.89 | 0.43 | -0.57 | -0.59 | 0.18 | 3.18 |
| Standard Deviation(%) | NA | 20.30 | 22.23 | 26.22 | 25.76 | NA | NA | … | … | 22.36 | 26.17 | 19.27 | 21.52 | 35.69 | 25.22 | 43.82 | 18.84 | 19.89 | 12.14 | 19.36 | 17.96 | 15.93 | 15.42 | 17.97 | 29.40 | 24.61 | 39.24 | 46.13 | 20.86 | 20.67 | 15.53 |
| Draw Down(%) | NA | 13.65 | 29.05 | 53.11 | 53.11 | NA | NA | … | … | 13.65 | 26.91 | 14.57 | 23.42 | 44.61 | 22.78 | 44.44 | 14.44 | 29.16 | 6.46 | 13.80 | 19.27 | 13.74 | 6.60 | 14.64 | 30.18 | 17.94 | 42.47 | 44.52 | 20.94 | 19.42 | 5.94 |
| Yield(%) | 0.00 | 4.02 | 2.01 | 0.74 | 2.74 | 3.00 | 2.19 | … | … | 0.00 | 3.85 | 1.48 | 0.22 | 0.00 | 0.00 | 0.00 | 4.68 | 8.74 | 2.54 | 0.42 | 0.43 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.74 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/03/2026, Common starting date is 06/24/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RYTSX (TRANSPORTATION FUND CLASS A) |
-21.18%
Feb 2006 – Feb 2009 |
-5.04%
Mar 2021 – Mar 2026 |
1.63%
Mar 2015 – Mar 2025 |
5.23%
Dec 2007 – Dec 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RYTSX (TRANSPORTATION FUND CLASS A) |
29.91%
Sep 2011 – Sep 2014 |
26.72%
Feb 2009 – Feb 2014 |
15.97%
Nov 2011 – Nov 2021 |
11.35%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart
