Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
RSPAFX NA 30,380.00% 624.06% NA NA NA NA
Data as of 10/07/2024, Common starting date is 12/10/2019
More Performance Analytics Comparison
Name Start Date End Date
RSPAFX 12/10/2019 10/07/2024
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2024 2023 2022 2021 2020 2019
Annualized Return (%) 22,154.22 30,380.00 624.06 NA NA NA NA 24,744.00 36.22 6.96 5.38 -5.10 0.90
Sharpe Ratio NA 55.64 1.92 NA NA NA NA 215.90 1.60 0.24 0.41 -0.16 2.41
Standard Deviation(%) NA 544.70 323.29 NA NA NA NA 620.65 20.12 22.98 13.10 32.59 6.87
Draw Down(%) NA 12.54 20.36 NA NA NA NA 12.54 20.36 14.56 9.39 33.74 0.64
Yield(%) 0.00 0.81 0.69 0.40 0.20 0.13 0.10 113.44 0.97 0.11 0.00 0.00 0.00
Data as of 10/07/2024, Common starting date is 12/10/2019
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
RSPAFX (RSPAFX) 7.44%
Mar 2020 – Mar 2023
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
RSPAFX (RSPAFX) 19.55%
Dec 2020 – Dec 2023
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return