Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RTECX (TAX-EXEMPT BOND FUND CLASS C) | 0.99% | 4.92% | 2.77% | 0.19% | 1.21% | 1.72% | 2.11% | … | … |
Data as of 06/05/2026, Common starting date is 04/01/1999
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RTECX (TAX-EXEMPT BOND FUND CLASS C) | 04/01/1999 | 06/05/2026 |
| 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 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.09 | 4.92 | 2.77 | 0.19 | 1.21 | 1.72 | 2.11 | … | … | 0.99 | 3.19 | 0.82 | 5.03 | -8.53 | 1.20 | 3.05 | 6.02 | 0.45 | 3.65 | -0.85 | 1.79 | 5.22 | -1.92 | 2.87 | 6.35 | 1.58 | 8.29 | 0.11 | 1.70 | 2.94 | 0.36 | 1.50 | 2.61 | 6.24 | 3.97 | 6.70 | -1.78 |
| Sharpe Ratio | NA | 1.31 | -0.15 | -0.76 | -0.13 | NA | NA | … | … | -0.08 | 0.07 | -1.19 | 0.48 | -2.85 | 0.88 | 0.38 | 3.49 | -0.76 | 1.88 | -0.56 | 1.25 | 3.92 | -1.04 | 2.14 | 3.92 | 0.81 | 3.58 | -0.23 | -0.89 | -0.32 | -1.13 | 0.19 | 0.74 | 2.16 | 0.92 | 2.22 | -4.04 |
| Standard Deviation(%) | NA | 1.74 | 3.26 | 3.10 | 3.36 | NA | NA | … | … | 2.06 | 4.40 | 2.36 | 2.87 | 3.51 | 1.33 | 7.39 | 1.30 | 1.23 | 1.60 | 1.91 | 1.41 | 1.33 | 1.88 | 1.33 | 1.61 | 1.84 | 2.29 | 3.71 | 1.64 | 1.48 | 1.69 | 2.72 | 2.56 | 2.36 | 1.67 | 1.12 | 1.42 |
| Draw Down(%) | NA | 2.29 | 4.48 | 12.86 | 12.86 | NA | NA | … | … | 2.29 | 4.30 | 1.92 | 4.53 | 12.25 | 1.90 | 11.38 | 1.38 | 1.51 | 1.40 | 4.87 | 2.25 | 1.08 | 4.23 | 1.35 | 1.75 | 3.60 | 2.24 | 6.83 | 1.67 | 0.98 | 1.89 | 4.79 | 4.37 | 2.85 | 2.75 | 1.34 | 2.62 |
| Yield(%) | 0.00 | 2.40 | 2.45 | 1.91 | 1.82 | 1.82 | 2.05 | … | … | 1.08 | 2.22 | 2.54 | 2.30 | 1.52 | 1.24 | 1.65 | 1.88 | 1.87 | 1.68 | 1.57 | 1.81 | 1.47 | 1.18 | 1.54 | 2.11 | 2.24 | 2.59 | 2.59 | 2.60 | 2.71 | 2.36 | 2.25 | 2.62 | 2.22 | 3.18 | 3.53 | 2.55 |
Data as of 06/05/2026, Common starting date is 04/01/1999
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RTECX (TAX-EXEMPT BOND FUND CLASS C) |
-2.70%
Oct 2019 – Oct 2022 |
-0.42%
Oct 2017 – Oct 2022 |
0.53%
Oct 2012 – Oct 2022 |
1.41%
Aug 2010 – Aug 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RTECX (TAX-EXEMPT BOND FUND CLASS C) |
6.42%
May 2000 – May 2003 |
4.31%
Jan 2000 – Jan 2005 |
3.57%
May 2000 – May 2010 |
3.33%
Jan 2000 – Jan 2015 |
Annualized Rolling Returns Comparison Chart