Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RSBYX (SHORT DURATION BOND FUND CLASS Y) | 0.37% | 3.72% | 4.90% | 1.82% | 2.24% | 2.08% | NA | … | … |
Data as of 06/10/2026, Common starting date is 10/02/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RSBYX (SHORT DURATION BOND FUND CLASS Y) | 10/02/2008 | 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 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.05 | 3.72 | 4.90 | 1.82 | 2.24 | 2.08 | NA | … | … | 0.37 | 5.94 | 4.80 | 5.09 | -4.87 | -1.52 | 5.07 | 4.76 | 1.35 | 1.40 | 2.57 | 0.39 | 1.06 | 0.68 | 4.91 | 1.40 | 4.87 | 12.05 | -2.25 |
| Sharpe Ratio | NA | 0.64 | 0.85 | -0.33 | 0.34 | NA | NA | … | … | -1.22 | 1.95 | 0.63 | 0.54 | -2.50 | -1.19 | 1.95 | 2.51 | -0.04 | 1.11 | 2.94 | 0.43 | 1.43 | 0.63 | 5.70 | 1.12 | 2.89 | 3.92 | -1.75 |
| Standard Deviation(%) | NA | 1.41 | 1.84 | 2.10 | 1.78 | NA | NA | … | … | 1.55 | 1.57 | 1.87 | 2.68 | 2.52 | 1.30 | 2.46 | 1.31 | 0.79 | 0.67 | 0.80 | 0.84 | 0.73 | 1.01 | 0.86 | 1.22 | 1.66 | 3.05 | 5.16 |
| Draw Down(%) | NA | 1.03 | 1.03 | 8.52 | 8.52 | NA | NA | … | … | 1.03 | 0.95 | 0.99 | 1.42 | 6.75 | 1.95 | 4.50 | 0.72 | 0.32 | 0.29 | 0.70 | 0.69 | 0.52 | 1.60 | 0.31 | 1.50 | 1.76 | 3.22 | 4.83 |
| Yield(%) | 0.00 | 4.42 | 4.18 | 2.77 | 2.44 | 2.25 | 2.21 | … | … | 1.48 | 4.97 | 4.02 | 2.97 | 0.68 | 0.91 | 2.37 | 2.55 | 2.38 | 1.40 | 1.82 | 1.54 | 1.99 | 1.59 | 2.78 | 2.12 | 2.44 | 3.64 | 0.00 |
Data as of 06/10/2026, Common starting date is 10/02/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RSBYX (SHORT DURATION BOND FUND CLASS Y) |
-1.27%
Sep 2020 – Sep 2023 |
0.57%
Oct 2017 – Oct 2022 |
0.94%
Oct 2012 – Oct 2022 |
2.06%
Jan 2010 – Jan 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RSBYX (SHORT DURATION BOND FUND CLASS Y) |
6.59%
Nov 2008 – Nov 2011 |
5.18%
Nov 2008 – Nov 2013 |
3.20%
Nov 2008 – Nov 2018 |
2.60%
Nov 2008 – Nov 2023 |
Annualized Rolling Returns Comparison Chart