Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RSBRX (STRATEGIC BOND FUND CLASS R6) | -0.60% | 4.41% | 3.59% | -0.68% | 1.50% | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 03/02/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RSBRX (STRATEGIC BOND FUND CLASS R6) | 03/02/2016 | 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 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.22 | 4.41 | 3.59 | -0.68 | 1.50 | NA | NA | … | … | -0.60 | 7.64 | 0.97 | 4.39 | -13.99 | -1.67 | 8.94 | 9.54 | -0.56 | 4.02 | 1.68 |
| Sharpe Ratio | NA | 0.37 | 0.05 | -0.52 | -0.02 | NA | NA | … | … | -0.99 | 1.04 | -0.47 | 0.10 | -2.09 | -0.48 | 1.48 | 2.23 | -0.66 | 1.25 | 0.52 |
| Standard Deviation(%) | NA | 3.81 | 5.46 | 5.94 | 5.03 | NA | NA | … | … | 3.95 | 4.59 | 5.66 | 7.36 | 7.41 | 3.49 | 5.87 | 3.61 | 2.94 | 2.70 | 3.44 |
| Draw Down(%) | NA | 3.03 | 6.42 | 19.52 | 19.52 | NA | NA | … | … | 3.03 | 3.18 | 4.65 | 8.32 | 17.70 | 3.62 | 10.18 | 2.13 | 3.18 | 1.51 | 4.32 |
| Yield(%) | 0.00 | 4.85 | 4.38 | 2.98 | 3.35 | 2.32 | 1.74 | … | … | 1.08 | 5.26 | 4.70 | 2.31 | 2.31 | 2.02 | 7.22 | 3.88 | 2.32 | 1.32 | 4.39 |
Data as of 06/10/2026, Common starting date is 03/02/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RSBRX (STRATEGIC BOND FUND CLASS R6) |
-5.83%
Oct 2020 – Oct 2023 |
-1.25%
Jul 2020 – Jul 2025 |
1.65%
Apr 2016 – Apr 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RSBRX (STRATEGIC BOND FUND CLASS R6) |
6.57%
Jul 2018 – Jul 2021 |
4.04%
Nov 2016 – Nov 2021 |
1.69%
May 2016 – May 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart