Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RSBTX (SHORT DURATION BOND FUND CLASS A) | 0.17% | 3.38% | 4.51% | 1.51% | 1.91% | 1.73% | NA | … | … |
Data as of 06/08/2026, Common starting date is 03/05/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RSBTX (SHORT DURATION BOND FUND CLASS A) | 03/05/2007 | 06/08/2026 |
| 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 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.48 | 3.38 | 4.51 | 1.51 | 1.91 | 1.73 | NA | … | … | 0.17 | 5.62 | 4.42 | 4.81 | -5.23 | -1.84 | 4.74 | 4.41 | 1.02 | 1.15 | 2.18 | 0.02 | 0.73 | 0.35 | 4.54 | 1.08 | 4.50 | 12.89 | -4.87 | 3.96 |
| Sharpe Ratio | NA | 0.40 | 0.67 | -0.49 | 0.13 | NA | NA | … | … | -1.44 | 1.78 | 0.42 | 0.43 | -2.64 | -0.62 | 1.80 | 2.27 | -0.46 | 0.78 | 2.49 | -0.01 | 0.93 | 0.31 | 5.28 | 0.86 | 2.62 | 4.56 | -1.53 | 0.93 |
| Standard Deviation(%) | NA | 1.41 | 1.84 | 2.11 | 1.98 | NA | NA | … | … | 1.55 | 1.54 | 1.89 | 2.68 | 2.53 | 3.00 | 2.49 | 1.30 | 0.80 | 0.63 | 0.79 | 0.82 | 0.77 | 1.01 | 0.86 | 1.22 | 1.68 | 2.81 | 3.81 | 1.89 |
| Draw Down(%) | NA | 1.06 | 1.10 | 8.87 | 10.42 | NA | NA | … | … | 1.06 | 0.90 | 1.10 | 1.42 | 7.02 | 3.71 | 4.46 | 0.72 | 0.39 | 0.27 | 0.73 | 0.86 | 0.57 | 1.76 | 0.31 | 1.53 | 1.84 | 2.37 | 9.27 | 0.80 |
| Yield(%) | 0.00 | 4.15 | 3.87 | 2.50 | 2.15 | 1.94 | 2.18 | … | … | 1.39 | 4.66 | 3.70 | 2.65 | 0.53 | 0.60 | 2.05 | 2.21 | 2.05 | 1.10 | 1.49 | 1.23 | 1.66 | 1.27 | 2.42 | 1.81 | 2.13 | 4.39 | 3.35 | 2.88 |
Data as of 06/08/2026, Common starting date is 03/05/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RSBTX (SHORT DURATION BOND FUND CLASS A) |
-1.59%
Sep 2020 – Sep 2023 |
0.24%
Oct 2017 – Oct 2022 |
0.60%
Oct 2012 – Oct 2022 |
1.52%
Feb 2008 – Feb 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RSBTX (SHORT DURATION BOND FUND CLASS A) |
6.70%
Nov 2008 – Nov 2011 |
5.08%
Nov 2008 – Nov 2013 |
2.98%
Nov 2008 – Nov 2018 |
2.34%
Nov 2008 – Nov 2023 |
Annualized Rolling Returns Comparison Chart