Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RTDTX (SELECT U.S. EQUITY FUND CLASS T) | 9.12% | 24.01% | 20.00% | 12.33% | 13.97% | NA | NA | … | … |
Data as of 06/08/2026, Common starting date is 01/06/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RTDTX (SELECT U.S. EQUITY FUND CLASS T) | 01/06/2015 | 06/08/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.38 | 24.01 | 20.00 | 12.33 | 13.97 | NA | NA | … | … | 9.12 | 16.05 | 21.90 | 24.92 | -16.57 | 27.22 | 13.81 | 30.18 | -7.18 | 21.52 | 13.39 | 3.64 |
| Sharpe Ratio | NA | 1.87 | 1.12 | 0.57 | 0.69 | NA | NA | … | … | 1.43 | 0.70 | 1.39 | 1.62 | -0.76 | 2.03 | 0.41 | 2.24 | -0.50 | 3.05 | 1.03 | 0.24 |
| Standard Deviation(%) | NA | 11.98 | 15.04 | 16.98 | 17.94 | NA | NA | … | … | 13.52 | 18.84 | 13.11 | 13.23 | 23.92 | 13.38 | 33.24 | 12.80 | 17.27 | 6.88 | 12.83 | 15.30 |
| Draw Down(%) | NA | 8.32 | 19.88 | 23.21 | 34.10 | NA | NA | … | … | 8.32 | 19.34 | 8.70 | 10.04 | 23.21 | 4.98 | 34.10 | 6.99 | 20.94 | 3.03 | 10.35 | 12.00 |
| Yield(%) | 0.00 | 29.26 | 22.12 | 14.50 | 14.62 | 10.49 | 7.86 | … | … | 0.00 | 30.10 | 29.61 | 5.53 | 4.68 | 7.82 | 3.70 | 7.99 | 9.45 | 8.51 | 1.98 | 2.55 |
Data as of 06/08/2026, Common starting date is 01/06/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RTDTX (SELECT U.S. EQUITY FUND CLASS T) |
2.26%
Mar 2017 – Mar 2020 |
4.94%
Mar 2015 – Mar 2020 |
11.04%
Apr 2015 – Apr 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RTDTX (SELECT U.S. EQUITY FUND CLASS T) |
23.53%
Dec 2018 – Dec 2021 |
17.87%
Mar 2020 – Mar 2025 |
14.31%
May 2016 – May 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart