Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| REBYX (U.S. SMALL CAP EQUITY FUND CLASS Y) | 14.77% | 33.60% | 14.71% | -1.10% | 6.74% | 7.74% | 4.03% | … | … |
Data as of 06/05/2026, Common starting date is 04/05/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| REBYX (U.S. SMALL CAP EQUITY FUND CLASS Y) | 04/05/2000 | 06/05/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.80 | 33.60 | 14.71 | -1.10 | 6.74 | 7.74 | 4.03 | … | … | 14.77 | 8.86 | 8.17 | 13.81 | -19.81 | -4.60 | 13.04 | 23.75 | -12.22 | 14.54 | 22.05 | -6.14 | 4.27 | 44.45 | 14.23 | -3.88 | 26.67 | 31.57 | -44.41 | -12.96 | -6.90 | -20.07 | 0.34 | 46.52 | -19.39 | -2.33 | -11.37 |
| Sharpe Ratio | NA | 1.72 | 0.57 | -0.14 | 0.22 | NA | NA | … | … | 1.88 | 0.27 | 0.24 | 0.55 | -0.82 | -0.13 | 0.31 | 1.51 | -0.80 | 1.21 | 1.20 | -0.38 | 0.27 | 3.03 | 0.85 | -0.13 | 1.15 | 0.96 | -1.05 | -0.59 | -0.38 | -0.70 | -0.03 | 2.54 | -0.83 | -0.22 | -0.59 |
| Standard Deviation(%) | NA | 18.03 | 19.94 | 24.44 | 23.97 | NA | NA | … | … | 18.85 | 22.27 | 19.16 | 18.69 | 26.16 | 34.39 | 41.44 | 14.72 | 16.98 | 11.55 | 18.15 | 16.35 | 15.74 | 14.63 | 16.85 | 31.18 | 23.09 | 32.70 | 42.99 | 27.25 | 27.44 | 32.12 | 20.56 | 18.03 | 24.76 | 21.71 | 33.09 |
| Draw Down(%) | NA | 9.16 | 27.76 | 45.89 | 45.89 | NA | NA | … | … | 9.16 | 23.68 | 9.53 | 16.93 | 23.67 | 31.53 | 43.48 | 8.43 | 27.04 | 5.69 | 15.07 | 16.21 | 13.18 | 5.41 | 13.38 | 28.22 | 19.72 | 29.70 | 56.47 | 25.72 | 21.36 | 26.65 | 14.36 | 13.42 | 35.55 | 26.13 | 26.04 |
| Yield(%) | 0.00 | 8.91 | 8.41 | 3.27 | 6.07 | 7.41 | 4.00 | … | … | 0.00 | 8.34 | 12.63 | 2.93 | 0.57 | 0.30 | 0.72 | 5.26 | 13.72 | 12.68 | 1.09 | 7.18 | 7.52 | 18.41 | 1.25 | 0.45 | 0.73 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.05 |
Data as of 06/05/2026, Common starting date is 04/05/2000
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| REBYX (U.S. SMALL CAP EQUITY FUND CLASS Y) |
-31.35%
Nov 2005 – Nov 2008 |
-22.56%
Feb 2004 – Feb 2009 |
-8.02%
Aug 2000 – Aug 2010 |
-0.93%
Sep 2000 – Sep 2015 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| REBYX (U.S. SMALL CAP EQUITY FUND CLASS Y) |
29.73%
Feb 2009 – Feb 2012 |
26.93%
Feb 2009 – Feb 2014 |
16.40%
Feb 2009 – Feb 2019 |
11.10%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart