Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RMGYX (Multi-Asset Growth Strategy Fund -) | 5.22% | 15.14% | 12.96% | 5.60% | NA | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 08/31/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RMGYX (Multi-Asset Growth Strategy Fund -) | 08/31/2017 | 06/10/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.88 | 15.14 | 12.96 | 5.60 | NA | NA | NA | … | … | 5.22 | 13.59 | 9.05 | 15.44 | -14.55 | 8.08 | 3.34 | 9.45 | -4.65 | 1.67 |
| Sharpe Ratio | NA | 1.81 | 1.18 | 0.31 | NA | NA | NA | … | … | 1.23 | 1.08 | 0.74 | 1.46 | -1.02 | 1.10 | 0.16 | 1.74 | -1.34 | 1.92 |
| Standard Deviation(%) | NA | 7.72 | 8.59 | 10.26 | NA | NA | NA | … | … | 9.42 | 10.14 | 7.36 | 8.17 | 15.67 | 7.34 | 18.78 | 4.58 | 4.52 | 2.26 |
| Draw Down(%) | NA | 6.78 | 8.77 | 23.31 | NA | NA | NA | … | … | 6.78 | 8.61 | 4.18 | 7.90 | 22.69 | 4.43 | 24.90 | 3.52 | 8.52 | 1.04 |
| Yield(%) | 0.00 | 4.02 | 4.18 | 3.52 | 2.80 | 1.87 | 1.40 | … | … | 0.00 | 5.04 | 4.00 | 4.06 | 0.78 | 6.47 | 0.90 | 3.75 | 2.46 | 1.38 |
Data as of 06/10/2026, Common starting date is 08/31/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RMGYX (Multi-Asset Growth Strategy Fund -) |
-3.41%
Sep 2019 – Sep 2022 |
-1.47%
Sep 2017 – Sep 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RMGYX (Multi-Asset Growth Strategy Fund -) |
16.35%
Sep 2022 – Sep 2025 |
8.29%
Oct 2020 – Oct 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart