Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RSECX (U.S. STRATEGIC EQUITY FUND CLASS C) | 5.15% | 17.12% | 16.65% | 8.34% | 11.82% | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 08/10/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RSECX (U.S. STRATEGIC EQUITY FUND CLASS C) | 08/10/2012 | 06/10/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -3.11 | 17.12 | 16.65 | 8.34 | 11.82 | NA | NA | … | … | 5.15 | 3.06 | 18.94 | 25.17 | -21.62 | 19.25 | 22.48 | 28.70 | -10.68 | 19.89 | 10.00 | -1.08 | 10.63 | 30.34 | 2.84 |
| Sharpe Ratio | NA | 1.47 | 0.98 | 0.36 | 0.57 | NA | NA | … | … | 0.99 | 0.01 | 1.20 | 1.64 | -0.93 | 1.37 | 0.69 | 2.16 | -0.70 | 2.79 | 0.70 | -0.07 | 0.88 | 2.67 | 0.63 |
| Standard Deviation(%) | NA | 12.10 | 14.76 | 17.11 | 17.88 | NA | NA | … | … | 13.67 | 22.18 | 12.71 | 13.25 | 24.91 | 14.01 | 32.08 | 12.61 | 17.31 | 6.93 | 13.96 | 16.56 | 12.12 | 11.36 | 11.93 |
| Draw Down(%) | NA | 9.34 | 19.87 | 28.01 | 32.37 | NA | NA | … | … | 9.34 | 19.12 | 8.83 | 9.53 | 27.37 | 6.66 | 32.37 | 6.70 | 22.64 | 3.13 | 12.22 | 12.32 | 8.56 | 6.22 | 7.35 |
| Yield(%) | 0.00 | 11.57 | 9.95 | 7.32 | 9.00 | 8.99 | 6.74 | … | … | 0.00 | 11.81 | 11.52 | 4.24 | 4.51 | 8.53 | 0.07 | 5.43 | 16.20 | 9.24 | 5.07 | 5.28 | 9.88 | 9.24 | 0.55 |
Data as of 06/10/2026, Common starting date is 08/10/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RSECX (U.S. STRATEGIC EQUITY FUND CLASS C) |
1.34%
Mar 2017 – Mar 2020 |
3.37%
Mar 2015 – Mar 2020 |
8.12%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RSECX (U.S. STRATEGIC EQUITY FUND CLASS C) |
23.42%
Dec 2018 – Dec 2021 |
16.14%
Oct 2016 – Oct 2021 |
12.18%
May 2016 – May 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart