Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RAAJX | 7.29% | 21.73% | NA | NA | NA | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 12/23/2024
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RAAJX | 12/23/2024 | 06/05/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -3.15 | 21.73 | NA | NA | NA | NA | NA | … | … | 7.29 | 20.65 | -1.12 |
| Sharpe Ratio | NA | 1.53 | NA | NA | NA | NA | NA | … | … | 1.01 | 1.16 | NA |
| Standard Deviation(%) | NA | 12.50 | NA | NA | NA | NA | NA | … | … | 15.19 | 15.40 | NA |
| Draw Down(%) | NA | 9.82 | NA | NA | NA | NA | NA | … | … | 9.82 | 15.53 | NA |
| Yield(%) | 0.00 | 2.06 | 0.95 | 0.57 | 0.28 | 0.19 | 0.14 | … | … | 0.00 | 2.19 | 0.69 |
Data as of 06/05/2026, Common starting date is 12/23/2024
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RAAJX (RAAJX) |
0.00%
NA |
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 |
|---|---|---|---|---|
| RAAJX (RAAJX) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart