Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RMLVX (MODERATE STRATEGY FUND CLASS R5) | 2.93% | 11.19% | 9.08% | 3.25% | 4.12% | NA | NA | … | … |
Data as of 06/09/2026, Common starting date is 10/02/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RMLVX (MODERATE STRATEGY FUND CLASS R5) | 10/02/2014 | 06/09/2026 |
| 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 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.12 | 11.19 | 9.08 | 3.25 | 4.12 | NA | NA | … | … | 2.93 | 9.84 | 6.72 | 10.66 | -15.31 | 8.09 | 3.06 | 10.53 | -4.70 | 8.24 | 7.28 | -2.19 | 1.76 |
| Sharpe Ratio | NA | 1.40 | 0.82 | 0.09 | 0.34 | NA | NA | … | … | 0.50 | 0.98 | 0.47 | 0.99 | -1.47 | 1.40 | 0.21 | 2.98 | -1.66 | 2.56 | 1.28 | -0.41 | 1.44 |
| Standard Deviation(%) | NA | 6.04 | 7.04 | 7.95 | 7.49 | NA | NA | … | … | 7.50 | 7.27 | 6.52 | 7.17 | 11.41 | 5.75 | 13.48 | 3.04 | 3.68 | 2.97 | 5.54 | 5.48 | 5.08 |
| Draw Down(%) | NA | 5.28 | 7.63 | 20.82 | 20.82 | NA | NA | … | … | 5.28 | 6.91 | 3.68 | 7.63 | 20.54 | 2.66 | 19.01 | 1.93 | 7.60 | 1.11 | 4.27 | 6.72 | 2.46 |
| Yield(%) | 0.00 | 2.41 | 2.50 | 3.63 | 3.84 | 3.27 | 2.45 | … | … | 0.00 | 3.37 | 2.53 | 1.36 | 3.14 | 9.84 | 1.09 | 4.04 | 4.06 | 3.20 | 8.18 | 12.07 | 2.94 |
Data as of 06/09/2026, Common starting date is 10/02/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RMLVX (MODERATE STRATEGY FUND CLASS R5) |
-3.07%
Sep 2019 – Sep 2022 |
-1.05%
Sep 2017 – Sep 2022 |
2.78%
Apr 2015 – Apr 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RMLVX (MODERATE STRATEGY FUND CLASS R5) |
11.08%
Sep 2022 – Sep 2025 |
5.49%
Oct 2020 – Oct 2025 |
4.81%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart