Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RCFIX (ROCKEFELLER CORE TAXABLE BOND FUND ROCKEFELLER CORE TAXABLE BOND FUND – INSTITUTIONAL CLASS SHARES) | NA | -9.62% | -1.05% | 0.80% | NA | NA | NA | … | … |
Data as of 09/16/2022, Common starting date is 12/30/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RCFIX (ROCKEFELLER CORE TAXABLE BOND FUND ROCKEFELLER CORE TAXABLE BOND FUND – INSTITUTIONAL CLASS SHARES) | 12/30/2013 | 09/16/2022 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -9.62 | -1.05 | 0.80 | NA | NA | NA | … | … | -8.49 | -4.91 | 6.82 | 7.61 | -1.83 | 3.31 | 2.60 | 0.74 | 4.23 | -0.10 |
| Sharpe Ratio | NA | -1.68 | -0.29 | 0.01 | NA | NA | NA | … | … | -1.88 | -1.19 | 1.31 | 1.73 | -1.10 | 1.06 | 0.80 | 0.22 | 1.69 | NA |
| Standard Deviation(%) | NA | 6.07 | 5.00 | 4.29 | NA | NA | NA | … | … | 6.72 | 4.16 | 5.02 | 3.61 | 2.87 | 2.54 | 2.98 | 3.29 | 2.50 | 0.00 |
| Draw Down(%) | NA | 14.40 | 15.62 | 15.62 | NA | NA | NA | … | … | 13.17 | 5.28 | 6.66 | 2.56 | 3.34 | 1.20 | 3.85 | 2.26 | 1.07 | 0.10 |
| Yield(%) | 0.00 | 3.46 | 2.54 | 2.56 | 2.18 | 1.45 | 1.09 | … | … | 1.07 | 3.13 | 2.06 | 2.64 | 2.64 | 2.08 | 2.50 | 3.38 | 1.90 | 0.00 |
Data as of 09/16/2022, Common starting date is 12/30/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RCFIX (ROCKEFELLER CORE TAXABLE BOND FUND ROCKEFELLER CORE TAXABLE BOND FUND – INSTITUTIONAL CLASS SHARES) |
-1.62%
Aug 2019 – Aug 2022 |
0.72%
Jun 2017 – Jun 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RCFIX (ROCKEFELLER CORE TAXABLE BOND FUND ROCKEFELLER CORE TAXABLE BOND FUND – INSTITUTIONAL CLASS SHARES) |
5.53%
Jul 2017 – Jul 2020 |
4.27%
Jul 2015 – Jul 2020 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart