Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RSPBX (RS S&P 500 Index B) | NA | 1.94% | 16.75% | NA | NA | NA | NA | … | … |
Data as of 04/12/2012, Common starting date is 07/20/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RSPBX (RS S&P 500 Index B) | 07/20/2007 | 04/12/2012 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 1.94 | 16.75 | NA | NA | NA | NA | … | … | 5.65 | 0.99 | 13.86 | 25.31 | -37.62 | -4.11 |
| Sharpe Ratio | NA | 0.08 | 0.84 | NA | NA | NA | NA | … | … | 2.82 | 0.04 | 0.76 | 0.93 | -0.94 | -0.57 |
| Standard Deviation(%) | NA | 22.85 | 19.88 | NA | NA | NA | NA | … | … | 7.75 | 23.48 | 18.12 | 27.04 | 40.83 | 20.20 |
| Draw Down(%) | NA | 19.08 | 19.08 | NA | NA | NA | NA | … | … | 2.51 | 19.08 | 15.76 | 27.09 | 48.05 | 10.06 |
| Yield(%) | 0.00 | 0.28 | 0.79 | 0.42 | 0.21 | 0.14 | 0.11 | … | … | 0.00 | 0.29 | 0.84 | 0.76 | 0.04 | 0.73 |
Data as of 04/12/2012, Common starting date is 07/20/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RSPBX (RS S&P 500 Index B) |
-9.63%
Aug 2007 – Aug 2010 |
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 |
|---|---|---|---|---|
| RSPBX (RS S&P 500 Index B) |
24.01%
Feb 2009 – Feb 2012 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart