Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RSYTX (STRATEGIC BOND FUND CLASS T) | -0.59% | 4.34% | 3.57% | -0.68% | NA | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 03/17/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RSYTX (STRATEGIC BOND FUND CLASS T) | 03/17/2017 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.22 | 4.34 | 3.57 | -0.68 | NA | NA | NA | … | … | -0.59 | 7.52 | 1.06 | 4.43 | -14.08 | -1.31 | 9.01 | 9.51 | -0.66 | 3.48 |
| Sharpe Ratio | NA | 0.39 | 0.04 | -0.52 | NA | NA | NA | … | … | -0.96 | 1.03 | -0.45 | 0.10 | -2.10 | -0.36 | 1.49 | 2.30 | -0.70 | 1.47 |
| Standard Deviation(%) | NA | 3.76 | 5.51 | 6.01 | NA | NA | NA | … | … | 4.02 | 4.52 | 5.75 | 7.52 | 7.41 | 3.69 | 5.84 | 3.50 | 2.93 | 2.51 |
| Draw Down(%) | NA | 2.99 | 6.35 | 19.55 | NA | NA | NA | … | … | 2.99 | 3.24 | 4.70 | 8.32 | 17.74 | 3.66 | 10.15 | 2.19 | 3.34 | 1.40 |
| Yield(%) | 0.00 | 4.78 | 4.31 | 2.94 | 3.08 | 2.05 | 1.54 | … | … | 1.06 | 5.18 | 4.63 | 2.26 | 2.26 | 2.32 | 7.12 | 3.82 | 2.28 | 1.01 |
Data as of 06/10/2026, Common starting date is 03/17/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RSYTX (STRATEGIC BOND FUND CLASS T) |
-5.75%
Oct 2020 – Oct 2023 |
-1.19%
Jul 2020 – Jul 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RSYTX (STRATEGIC BOND FUND CLASS T) |
6.69%
Jul 2018 – Jul 2021 |
1.50%
Apr 2017 – Apr 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart