Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RMHTX (Russell Inv Long Duration Bond M) | -1.24% | 3.49% | NA | NA | NA | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 09/12/2023
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RMHTX (Russell Inv Long Duration Bond M) | 09/12/2023 | 06/05/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.02 | 3.49 | NA | NA | NA | NA | NA | … | … | -1.24 | 7.42 | -3.23 | 5.43 |
| Sharpe Ratio | NA | 0.12 | NA | NA | NA | NA | NA | … | … | -0.75 | 0.58 | -0.74 | 1.18 |
| Standard Deviation(%) | NA | 6.79 | NA | NA | NA | NA | NA | … | … | 7.17 | 7.84 | 9.25 | 13.01 |
| Draw Down(%) | NA | 5.72 | NA | NA | NA | NA | NA | … | … | 5.72 | 5.48 | 8.88 | 7.22 |
| Yield(%) | 0.00 | 3.90 | 3.43 | 2.06 | 1.03 | 0.69 | 0.51 | … | … | 1.42 | 3.68 | 4.71 | 0.35 |
Data as of 06/05/2026, Common starting date is 09/12/2023
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RMHTX (Russell Inv Long Duration Bond M) |
0.00%
NA |
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 |
|---|---|---|---|---|
| RMHTX (Russell Inv Long Duration Bond M) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart