Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RYWAX (S&P SMALLCAP 600 PURE GROWTH FUND CLASS H) | 19.27% | 31.06% | 16.64% | -4.25% | 3.87% | 5.74% | 5.23% | … | … |
Data as of 06/04/2026, Common starting date is 01/02/2004
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RYWAX (S&P SMALLCAP 600 PURE GROWTH FUND CLASS H) | 01/02/2004 | 06/04/2026 |
| 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 (%) | 0.49 | 31.06 | 16.64 | -4.25 | 3.87 | 5.74 | 5.23 | … | … | 19.27 | 8.59 | 8.00 | 17.87 | -29.87 | -20.32 | 16.07 | 12.44 | -8.86 | 16.11 | 18.37 | -0.52 | 0.22 | 40.88 | 10.42 | 3.44 | 23.21 | 35.16 | -34.00 | 0.09 | 7.60 | 5.78 | 128.28 |
| Sharpe Ratio | NA | 1.53 | 0.59 | -0.23 | 0.08 | NA | NA | … | … | 2.33 | 0.25 | 0.18 | 0.75 | -1.01 | -0.42 | 0.34 | 0.63 | -0.50 | 1.15 | 0.96 | -0.03 | 0.01 | 2.63 | 0.66 | 0.11 | 1.00 | 0.94 | -0.85 | -0.18 | 0.27 | 0.22 | 1.91 |
| Standard Deviation(%) | NA | 18.20 | 22.05 | 30.37 | 28.65 | NA | NA | … | … | 19.75 | 22.48 | 24.36 | 19.03 | 31.12 | 48.43 | 46.81 | 17.29 | 20.71 | 13.48 | 18.95 | 18.13 | 18.57 | 15.55 | 15.78 | 31.25 | 23.12 | 37.34 | 41.15 | 17.31 | 15.78 | 15.94 | 67.09 |
| Draw Down(%) | NA | 8.44 | 30.83 | 59.18 | 59.18 | NA | NA | … | … | 8.44 | 21.70 | 16.46 | 14.18 | 35.54 | 41.12 | 46.97 | 14.33 | 29.70 | 4.83 | 15.77 | 14.82 | 14.83 | 6.99 | 11.67 | 25.40 | 17.94 | 36.30 | 47.27 | 12.15 | 14.79 | 11.17 | 12.72 |
| Yield(%) | 0.00 | 0.00 | 4.09 | 1.24 | 2.36 | 2.49 | 2.36 | … | … | 0.00 | 0.00 | 10.89 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 6.89 | 3.93 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 4.22 | 0.00 | 2.85 | 3.97 |
Data as of 06/04/2026, Common starting date is 01/02/2004
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RYWAX (S&P SMALLCAP 600 PURE GROWTH FUND CLASS H) |
-19.65%
Feb 2006 – Feb 2009 |
-9.95%
Sep 2018 – Sep 2023 |
-0.31%
Oct 2013 – Oct 2023 |
2.34%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RYWAX (S&P SMALLCAP 600 PURE GROWTH FUND CLASS H) |
39.72%
Apr 2004 – Apr 2007 |
28.28%
Feb 2009 – Feb 2014 |
17.32%
Feb 2009 – Feb 2019 |
13.16%
Apr 2004 – Apr 2019 |
Annualized Rolling Returns Comparison Chart