Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RTDCX (MULTIFACTOR U.S. EQUITY FUND CLASS C) | 8.68% | 22.75% | 18.74% | 11.11% | NA | NA | NA | … | … |
Data as of 06/08/2026, Common starting date is 04/27/2018
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RTDCX (MULTIFACTOR U.S. EQUITY FUND CLASS C) | 04/27/2018 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.37 | 22.75 | 18.74 | 11.11 | NA | NA | NA | … | … | 8.68 | 14.69 | 20.72 | 23.49 | -17.50 | 25.73 | 12.48 | 28.79 | -8.74 |
| Sharpe Ratio | NA | 1.77 | 1.04 | 0.50 | NA | NA | NA | … | … | 1.35 | 0.63 | 1.31 | 1.51 | -0.79 | 1.93 | 0.37 | 2.14 | -0.86 |
| Standard Deviation(%) | NA | 11.90 | 15.02 | 16.98 | NA | NA | NA | … | … | 13.42 | 18.84 | 13.09 | 13.25 | 23.96 | 13.34 | 33.28 | 12.78 | 16.43 |
| Draw Down(%) | NA | 8.49 | 20.19 | 23.94 | NA | NA | NA | … | … | 8.49 | 19.49 | 8.76 | 10.27 | 23.94 | 5.12 | 34.17 | 7.07 | 21.15 |
| Yield(%) | 0.00 | 28.30 | 21.05 | 13.47 | 10.16 | 6.77 | 5.08 | … | … | 0.00 | 28.81 | 28.51 | 4.29 | 3.56 | 6.63 | 2.38 | 6.22 | 8.31 |
Data as of 06/08/2026, Common starting date is 04/27/2018
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RTDCX (MULTIFACTOR U.S. EQUITY FUND CLASS C) |
5.28%
Dec 2019 – Dec 2022 |
7.21%
Sep 2018 – Sep 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RTDCX (MULTIFACTOR U.S. EQUITY FUND CLASS C) |
22.12%
Dec 2018 – Dec 2021 |
16.56%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart