Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RIGRX (INVESTMENT GRADE BOND FUND CLASS R6) | -0.30% | 4.68% | 3.90% | -0.51% | 1.51% | NA | NA | … | … |
Data as of 06/09/2026, Common starting date is 03/02/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RIGRX (INVESTMENT GRADE BOND FUND CLASS R6) | 03/02/2016 | 06/09/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.33 | 4.68 | 3.90 | -0.51 | 1.51 | NA | NA | … | … | -0.30 | 7.48 | 1.50 | 5.18 | -14.79 | -1.15 | 9.11 | 9.05 | -0.63 | 3.59 | 1.03 |
| Sharpe Ratio | NA | 0.37 | 0.10 | -0.50 | -0.03 | NA | NA | … | … | -0.92 | 1.04 | -0.39 | 0.21 | -2.16 | -0.32 | 1.67 | 2.10 | -0.71 | 1.09 | 0.19 |
| Standard Deviation(%) | NA | 3.73 | 5.31 | 5.94 | 5.10 | NA | NA | … | … | 3.93 | 4.44 | 5.45 | 7.37 | 7.55 | 3.73 | 5.27 | 3.61 | 2.83 | 2.70 | 5.42 |
| Draw Down(%) | NA | 2.73 | 6.04 | 19.38 | 19.38 | NA | NA | … | … | 2.73 | 2.86 | 4.15 | 7.64 | 17.76 | 3.42 | 8.60 | 2.32 | 3.18 | 1.55 | 6.13 |
| Yield(%) | 0.00 | 5.05 | 4.52 | 3.06 | 3.29 | 2.27 | 1.70 | … | … | 1.29 | 5.26 | 4.60 | 4.05 | 1.04 | 2.39 | 5.41 | 3.61 | 2.57 | 1.57 | 4.89 |
Data as of 06/09/2026, Common starting date is 03/02/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RIGRX (INVESTMENT GRADE BOND FUND CLASS R6) |
-5.82%
Oct 2020 – Oct 2023 |
-1.16%
Jul 2020 – Jul 2025 |
1.63%
Apr 2016 – Apr 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RIGRX (INVESTMENT GRADE BOND FUND CLASS R6) |
6.60%
Jul 2018 – Jul 2021 |
3.96%
Nov 2016 – Nov 2021 |
1.67%
May 2016 – May 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart