Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RUTYX (UNCONSTRAINED TOTAL RETURN FUND CLASS Y) | NA | 5.45% | -3.65% | -2.02% | NA | NA | NA | … | … |
Data as of 09/22/2023, Common starting date is 09/23/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RUTYX (UNCONSTRAINED TOTAL RETURN FUND CLASS Y) | 09/23/2016 | 09/22/2023 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 5.45 | -3.65 | -2.02 | NA | NA | NA | … | … | 2.37 | -4.23 | -14.08 | -1.42 | 2.11 | 2.27 | 1.37 | -1.10 |
| Sharpe Ratio | NA | 0.47 | -0.73 | -0.54 | NA | NA | NA | … | … | -0.35 | -1.63 | -1.24 | -0.25 | 0.14 | 0.60 | 0.42 | -0.75 |
| Standard Deviation(%) | NA | 3.37 | 7.00 | 6.13 | NA | NA | NA | … | … | 2.92 | 3.45 | 11.34 | 6.57 | 5.04 | 1.57 | 1.76 | 5.61 |
| Draw Down(%) | NA | 2.32 | 20.14 | 20.81 | NA | NA | NA | … | … | 2.32 | 8.89 | 15.06 | 14.18 | 3.74 | 1.31 | 1.20 | 2.89 |
| Yield(%) | 0.00 | 2.73 | 2.56 | 2.72 | 1.68 | 1.12 | 0.84 | … | … | 0.00 | 3.11 | 3.18 | 1.99 | 3.81 | 3.97 | 1.27 | 0.00 |
Data as of 09/22/2023, Common starting date is 09/23/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RUTYX (UNCONSTRAINED TOTAL RETURN FUND CLASS Y) |
-6.60%
Sep 2019 – Sep 2022 |
-2.84%
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 |
|---|---|---|---|---|
| RUTYX (UNCONSTRAINED TOTAL RETURN FUND CLASS Y) |
3.10%
Dec 2016 – Dec 2019 |
-0.84%
Dec 2016 – Dec 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart