Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| GUCBX (RS Small Cap Equity B) | NA | 1.50% | 23.80% | 2.99% | 6.18% | NA | NA | … | … |
Data as of 04/12/2012, Common starting date is 09/17/1998
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| GUCBX (RS Small Cap Equity B) | 09/17/1998 | 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 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 1.50 | 23.80 | 2.99 | 6.18 | NA | NA | … | … | 13.91 | -3.40 | 26.71 | 35.36 | -36.27 | 4.06 | 15.56 | -0.92 | 13.74 | 41.85 | -16.29 | -7.87 | -3.13 | 35.29 | 16.44 |
| Sharpe Ratio | NA | 0.05 | 0.91 | 0.08 | 0.20 | NA | NA | … | … | 6.01 | -0.11 | 1.15 | 1.14 | -0.88 | 0.06 | 0.76 | -0.22 | 0.75 | 2.30 | -0.75 | -0.46 | -0.18 | 2.02 | 2.97 |
| Standard Deviation(%) | NA | 30.97 | 25.99 | 30.73 | 25.43 | NA | NA | … | … | 9.95 | 31.76 | 23.13 | 30.96 | 42.17 | 17.86 | 16.27 | 14.36 | 17.15 | 17.87 | 23.30 | 22.42 | 40.03 | 15.86 | 22.30 |
| Draw Down(%) | NA | 30.13 | 30.13 | 56.26 | 56.26 | NA | NA | … | … | 1.27 | 30.13 | 17.13 | 25.86 | 50.92 | 14.04 | 13.75 | 12.42 | 16.18 | 14.93 | 32.76 | 25.93 | 34.54 | 15.86 | 17.22 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 5.23 | 6.87 | 6.87 | 5.15 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.71 | 27.75 | 8.94 | 15.77 | 13.52 | 0.00 | 0.00 | 0.00 | 0.78 | 0.00 | 0.00 |
Data as of 04/12/2012, Common starting date is 09/17/1998
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GUCBX (RS Small Cap Equity B) |
-17.05%
Feb 2000 – Feb 2003 |
-6.49%
Feb 2004 – Feb 2009 |
-0.35%
Aug 2000 – Aug 2010 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GUCBX (RS Small Cap Equity B) |
30.04%
Feb 2009 – Feb 2012 |
16.83%
Sep 2002 – Sep 2007 |
7.62%
Mar 2001 – Mar 2011 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart