Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RIQBX (RS Investment Quality Bond B) | NA | -10.40% | 1.41% | NA | NA | NA | NA | … | … |
Data as of 04/12/2012, Common starting date is 07/20/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RIQBX (RS Investment Quality Bond B) | 07/20/2007 | 04/12/2012 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -10.40 | 1.41 | NA | NA | NA | NA | … | … | -15.00 | 5.90 | 6.74 | 9.80 | -1.12 | 4.70 |
| Sharpe Ratio | NA | -0.50 | 0.10 | NA | NA | NA | NA | … | … | -1.44 | 1.60 | 1.70 | 2.17 | -0.34 | 1.87 |
| Standard Deviation(%) | NA | 20.75 | 13.95 | NA | NA | NA | NA | … | … | 30.83 | 3.66 | 3.92 | 4.47 | 5.90 | 4.38 |
| Draw Down(%) | NA | 15.96 | 15.96 | NA | NA | NA | NA | … | … | 15.96 | 1.71 | 3.39 | 1.50 | 6.64 | 1.73 |
| Yield(%) | 0.00 | 3.27 | 3.80 | 3.55 | 1.77 | 1.18 | 0.89 | … | … | 0.18 | 3.55 | 4.42 | 3.64 | 3.57 | 1.93 |
Data as of 04/12/2012, Common starting date is 07/20/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RIQBX (RS Investment Quality Bond B) |
1.44%
Mar 2009 – Mar 2012 |
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 |
|---|---|---|---|---|
| RIQBX (RS Investment Quality Bond B) |
8.42%
Oct 2008 – Oct 2011 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart