Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RCAEX | 7.22% | 21.51% | 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 |
|---|---|---|
| RCAEX | 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 (%) | -3.09 | 21.51 | NA | NA | NA | NA | NA | … | … | 7.22 | 20.41 | -1.10 |
| Sharpe Ratio | NA | 1.51 | NA | NA | NA | NA | NA | … | … | 1.00 | 1.14 | NA |
| Standard Deviation(%) | NA | 12.46 | NA | NA | NA | NA | NA | … | … | 15.14 | 15.38 | NA |
| Draw Down(%) | NA | 9.84 | NA | NA | NA | NA | NA | … | … | 9.84 | 15.55 | NA |
| Yield(%) | 0.00 | 1.92 | 0.88 | 0.53 | 0.26 | 0.18 | 0.13 | … | … | 0.00 | 2.04 | 0.63 |
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 |
|---|---|---|---|---|
| RCAEX (RCAEX) |
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 |
|---|---|---|---|---|
| RCAEX (RCAEX) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart