Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RLDBX (RS Low Duration Bond B) | NA | -8.95% | -0.55% | 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 |
|---|---|---|
| RLDBX (RS Low Duration 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 | -8.95 | -0.55 | NA | NA | NA | NA | … | … | -9.30 | 0.81 | 3.48 | 5.01 | 2.60 | 2.91 |
| Sharpe Ratio | NA | -0.77 | -0.08 | NA | NA | NA | NA | … | … | -1.53 | 0.62 | 2.40 | 2.80 | 0.68 | 2.11 |
| Standard Deviation(%) | NA | 11.68 | 7.32 | NA | NA | NA | NA | … | … | 19.34 | 1.26 | 1.42 | 1.75 | 2.44 | 1.90 |
| Draw Down(%) | NA | 9.94 | 9.94 | NA | NA | NA | NA | … | … | 9.94 | 1.04 | 1.09 | 0.80 | 1.49 | 0.50 |
| Yield(%) | 0.00 | 1.28 | 1.90 | 2.15 | 1.08 | 0.72 | 0.54 | … | … | 0.12 | 1.49 | 2.37 | 2.13 | 2.66 | 1.76 |
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 |
|---|---|---|---|---|
| RLDBX (RS Low Duration Bond B) |
-0.55%
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 |
|---|---|---|---|---|
| RLDBX (RS Low Duration Bond B) |
4.30%
Aug 2007 – Aug 2010 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart