Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RUCTX (UNCONSTRAINED TOTAL RETURN FUND CLASS T) | NA | 38,465.12% | 586.42% | 218.09% | NA | NA | NA | … | … |
Data as of 09/28/2023, Common starting date is 03/17/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RUCTX (UNCONSTRAINED TOTAL RETURN FUND CLASS T) | 03/17/2017 | 09/28/2023 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 35,966.95 | 38,465.12 | 586.42 | 218.09 | NA | NA | NA | … | … | 2.38 | -4.44 | -13.90 | -1.47 | 2.03 | 2.19 | 1.56 |
| Sharpe Ratio | NA | 0.84 | -0.75 | -0.56 | NA | NA | NA | … | … | -0.37 | -1.67 | -1.25 | -0.26 | 0.12 | 0.55 | 0.69 |
| Standard Deviation(%) | NA | 3.31 | 6.90 | 6.06 | NA | NA | NA | … | … | 2.88 | 3.51 | 11.13 | 6.52 | 4.92 | 1.58 | 1.84 |
| Draw Down(%) | NA | 2.33 | 19.96 | 20.76 | NA | NA | NA | … | … | 2.33 | 8.91 | 14.80 | 14.20 | 3.69 | 1.33 | 1.30 |
| Yield(%) | 99.72 | 106.05 | 32.97 | 19.95 | 10.40 | 6.93 | 5.20 | … | … | 102.33 | 3.05 | 3.10 | 1.94 | 3.74 | 3.90 | 1.26 |
Data as of 09/28/2023, 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 |
|---|---|---|---|---|
| RUCTX (UNCONSTRAINED TOTAL RETURN FUND CLASS T) |
-6.65%
Sep 2019 – Sep 2022 |
-2.90%
Jun 2017 – Jun 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RUCTX (UNCONSTRAINED TOTAL RETURN FUND CLASS T) |
2.08%
Dec 2017 – Dec 2020 |
-1.95%
Jan 2018 – Jan 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart