Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
RCPPX -0.43% 5.05% NA NA NA NA NA
Data as of 06/05/2026, Common starting date is 05/02/2025
More Performance Analytics Comparison
Name Start Date End Date
RCPPX 05/02/2025 06/05/2026
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception YTD 2025
Annualized Return (%) -0.60 5.05 NA NA NA NA NA -0.43 6.12
Sharpe Ratio NA 0.66 NA NA NA NA NA -0.93 1.82
Standard Deviation(%) NA 3.61 NA NA NA NA NA 3.77 3.60
Draw Down(%) NA 2.64 NA NA NA NA NA 2.64 1.18
Yield(%) 0.00 6.67 2.32 1.39 0.70 0.46 0.35 2.04 4.91
Data as of 06/05/2026, Common starting date is 05/02/2025
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
RCPPX (RCPPX) 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
RCPPX (RCPPX) 0.00%
NA
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return