Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
RBDGX NA 27.18% NA NA NA NA NA
Data as of 04/07/2021, Common starting date is 01/02/2020
More Performance Analytics Comparison
Name Start Date End Date
RBDGX 01/02/2020 04/07/2021
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2021 2020
Annualized Return (%) -12.23 27.18 NA NA NA NA NA -7.01 12.70
Sharpe Ratio NA 1.07 NA NA NA NA NA -0.70 0.36
Standard Deviation(%) NA 25.41 NA NA NA NA NA 35.17 35.02
Draw Down(%) NA 14.24 NA NA NA NA NA 14.24 35.00
Yield(%) 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00
Data as of 04/07/2021, Common starting date is 01/02/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
RBDGX (RBDGX) 0.00%
NA
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
RBDGX (RBDGX) 0.00%
NA
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return