Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RYVCX (ENERGY SERVICES FUND CLASS C) | 49.26% | 86.75% | 17.61% | 9.67% | -25.92% | -21.97% | -16.18% | … | … |
Data as of 06/03/2026, Common starting date is 03/30/2001
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RYVCX (ENERGY SERVICES FUND CLASS C) | 03/30/2001 | 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 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.54 | 86.75 | 17.61 | 9.67 | -25.92 | -21.97 | -16.18 | … | … | 49.26 | -0.62 | -8.66 | 3.42 | 42.30 | 15.39 | -95.84 | -1.35 | -46.10 | -19.70 | 22.39 | -32.46 | -30.04 | 23.05 | -0.69 | -9.88 | 24.65 | 63.08 | -58.03 | 36.01 | 10.06 | 47.08 | 33.40 | 7.84 | -11.46 | -26.15 |
| Sharpe Ratio | NA | 2.92 | 0.46 | 0.26 | -0.29 | NA | NA | … | … | 5.22 | -0.09 | -0.56 | -0.03 | 0.94 | 0.38 | -0.34 | -0.08 | -1.53 | -0.79 | 0.58 | -0.90 | -1.25 | 1.24 | -0.03 | -0.25 | 0.81 | 1.32 | -0.86 | 1.29 | 0.21 | 1.61 | 1.31 | 0.28 | -0.31 | -0.78 |
| Standard Deviation(%) | NA | 28.96 | 31.37 | 35.56 | 95.77 | NA | NA | … | … | 28.18 | 37.96 | 27.23 | 32.04 | 43.77 | 40.77 | 283.84 | 33.48 | 31.15 | 25.95 | 38.43 | 36.17 | 24.06 | 18.64 | 24.57 | 40.05 | 30.33 | 47.80 | 68.33 | 25.68 | 31.95 | 27.85 | 24.71 | 25.36 | 40.01 | 45.59 |
| Draw Down(%) | NA | 9.46 | 44.74 | 44.74 | 99.23 | NA | NA | … | … | 8.92 | 36.87 | 22.90 | 25.47 | 34.49 | 28.43 | 98.13 | 38.88 | 53.82 | 39.98 | 22.13 | 39.43 | 44.08 | 11.75 | 27.32 | 39.31 | 28.66 | 26.50 | 71.67 | 14.35 | 26.58 | 15.45 | 13.07 | 19.31 | 38.03 | 53.57 |
| Yield(%) | 0.00 | 0.87 | 0.25 | 0.21 | 0.39 | 0.17 | 0.16 | … | … | 0.00 | 0.69 | 0.00 | 0.00 | 0.00 | 0.43 | 0.98 | 0.13 | 0.92 | 0.81 | 0.99 | 0.92 | 0.00 | 0.00 | 0.00 | 0.00 | 0.13 | 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 03/30/2001
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RYVCX (ENERGY SERVICES FUND CLASS C) |
-78.21%
Mar 2017 – Mar 2020 |
-61.50%
Mar 2015 – Mar 2020 |
-38.71%
Mar 2010 – Mar 2020 |
-26.61%
Sep 2005 – Sep 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RYVCX (ENERGY SERVICES FUND CLASS C) |
41.48%
Sep 2020 – Sep 2023 |
30.28%
Jun 2003 – Jun 2008 |
12.12%
Oct 2003 – Oct 2013 |
3.25%
Sep 2001 – Sep 2016 |
Annualized Rolling Returns Comparison Chart