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RYTLX: TELECOMMUNICATIONS FUND CLASS A (MUTUAL FUND)
Basic Info 77.82 4.12(5.03%) June 05
| Asset Class: | Communications |
| MyPlanIQ Rating: | (32%) |
| Start Date: | 09/01/2004 |
| Last Dividend Date: | 12/16/2025 |
| 12-Mo. Yield | 1.21% |
| Expenses | 2.36% |
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Performance Analytics (As of 06/05/2026)
| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception** | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -4.8 | 28.8 | 63.9 | 28.7 | 8.5 | 8.8 | 6.2 | 4.5 | 4.9 | 32.0 | 15.7 | 6.3 | -25.9 | 9.1 | 9.8 | 13.2 | -5.5 | 5.5 | 17.4 | -7.3 | 2.5 | 16.8 | 4.3 | -14.0 | 13.8 | 29.8 | -45.2 | 9.1 | 18.4 | -3.2 | 15.1 |
| Sharpe Ratio | NA | 3.23 | 3.08 | 1.44 | 0.33 | 0.39 | NA | NA | 0.18 | 1.53 | 0.86 | 0.17 | -1.18 | 0.67 | 0.3 | 0.85 | -0.41 | 0.5 | 1.07 | -0.48 | 0.2 | 1.4 | 0.3 | -0.56 | 0.72 | 1.03 | -1.03 | 0.31 | 1.0 | -0.45 | 3.72 |
| Draw Down(%) | NA | 8.6 | 9.7 | 16.2 | 35.5 | 35.5 | NA | NA | 60.4 | 16.2 | 12.3 | 17.1 | 32.4 | 12.6 | 26.3 | 9.6 | 18.0 | 5.2 | 10.3 | 15.6 | 10.2 | 7.5 | 15.0 | 26.6 | 14.1 | 23.1 | 55.8 | 13.2 | 14.2 | 14.2 | 2.9 |
| Standard Deviation(%) | NA | 24.1 | 19.9 | 17.7 | 18.4 | 18.5 | NA | NA | 20.3 | 19.1 | 14.1 | 15.7 | 23.2 | 13.5 | 31.2 | 13.8 | 16.8 | 9.7 | 16.0 | 15.2 | 12.7 | 12.0 | 14.1 | 24.8 | 19.2 | 28.9 | 44.7 | 19.0 | 15.1 | 12.1 | 13.7 |
| Treynor Ratio | NA | 0.72 | 0.54 | 0.29 | 0.07 | 0.08 | NA | NA | 0.04 | 0.34 | 0.16 | 0.03 | -0.31 | 0.12 | 0.12 | 0.13 | -0.08 | 0.05 | 0.16 | -0.08 | 0.03 | 0.19 | 0.04 | -0.14 | 0.14 | 0.3 | -0.44 | 0.06 | 0.12 | -0.06 | 0.47 |
| Alpha | NA | 0.16 | 0.1 | 0.03 | -0.01 | -0.01 | NA | NA | -0.02 | 0.05 | -0.01 | -0.06 | -0.05 | -0.04 | -0.02 | -0.05 | -0.01 | -0.06 | 0.02 | -0.03 | -0.04 | -0.04 | -0.04 | -0.07 | 0.0 | 0.01 | -0.04 | 0.01 | 0.0 | -0.03 | 0.04 |
| Beta | NA | 1.08 | 1.12 | 0.87 | 0.87 | 0.86 | NA | NA | 0.95 | 0.87 | 0.75 | 0.91 | 0.88 | 0.78 | 0.82 | 0.89 | 0.88 | 1.06 | 1.09 | 0.89 | 0.95 | 0.9 | 0.99 | 1.01 | 1.0 | 0.99 | 1.04 | 1.07 | 1.3 | 0.97 | 1.09 |
| RSquared | NA | 0.39 | 0.48 | 0.54 | 0.64 | 0.7 | NA | NA | 0.79 | 0.73 | 0.45 | 0.57 | 0.83 | 0.57 | 0.82 | 0.64 | 0.81 | 0.53 | 0.79 | 0.82 | 0.73 | 0.69 | 0.8 | 0.91 | 0.88 | 0.87 | 0.9 | 0.82 | 0.75 | 0.68 | 0.66 |
| Yield(%) | N/A | 0.0 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 1.2 | 0.2 | 1.8 | 1.1 | 0.5 | 2.5 | 4.2 | 0.3 | 4.3 | 2.7 | 3.4 | 9.3 | 1.5 | 2.4 | 3.0 | 0.6 | 3.2 | 1.8 | 0.1 | 0.7 | 0.0 | 0.0 |
| Dividend Growth(%) | N/A | -100.0 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 544.9 | -87.1 | 14.8 | 147.1 | -78.7 | -34.8 | 1422.9 | -93.9 | 88.2 | -31.1 | 11.6 | 582.2 | -35.9 | -32.4 | 431.3 | -75.7 | 0.6 | 1514.3 | -81.2 | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 08/31/2004
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