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
RLDCF NA 52.67% 21.03% 15.42% 7.44% NA NA
Data as of 06/08/2026, Common starting date is 05/20/2013
More Performance Analytics Comparison
Name Start Date End Date
RLDCF 05/20/2013 06/08/2026
1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception
Annualized Return (%) 52.67 21.03 15.42 7.44 NA NA
Sharpe Ratio NA NA NA NA NA NA
Standard Deviation(%) NA NA NA NA NA NA
Draw Down(%) NA NA NA NA NA NA
Yield(%) 5.84 6.86 6.96 3.48 4.46 3.35
Data as of 06/08/2026, Common starting date is 05/20/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
RLDCF (RLDCF) -0.37%
Jun 2014 – Jun 2017
-0.22%
Jun 2014 – Jun 2019
2.08%
May 2014 – May 2024
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
RLDCF (RLDCF) 23.96%
Jun 2013 – Jun 2016
15.42%
Apr 2021 – Apr 2026
8.80%
Dec 2013 – Dec 2023
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return