Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RYBHX (S&P MIDCAP 400 PURE GROWTH FUND CLASS H) | 17.65% | 27.35% | 17.95% | 6.33% | 8.67% | 8.44% | 8.85% | … | … |
Data as of 06/05/2026, Common starting date is 07/06/2004
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RYBHX (S&P MIDCAP 400 PURE GROWTH FUND CLASS H) | 07/06/2004 | 06/05/2026 |
| 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 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.66 | 27.35 | 17.95 | 6.33 | 8.67 | 8.44 | 8.85 | … | … | 17.65 | 7.44 | 16.03 | 14.75 | -22.50 | 12.17 | 30.69 | 15.49 | -14.55 | 18.89 | 2.88 | 1.42 | -1.20 | 34.91 | 16.27 | -0.56 | 30.95 | 57.79 | -35.96 | 8.43 | 3.31 | 11.49 | 10.18 |
| Sharpe Ratio | NA | 1.33 | 0.64 | 0.16 | 0.29 | NA | NA | … | … | 1.96 | 0.20 | 0.45 | 0.66 | -0.74 | 0.58 | 0.74 | 0.89 | -0.83 | 1.84 | 0.15 | 0.09 | -0.08 | 2.32 | 1.05 | -0.02 | 1.34 | 1.65 | -0.89 | 0.33 | -0.01 | 0.73 | 1.51 |
| Standard Deviation(%) | NA | 18.61 | 23.09 | 24.47 | 24.03 | NA | NA | … | … | 22.21 | 22.51 | 27.37 | 17.01 | 32.58 | 21.01 | 41.01 | 15.71 | 19.31 | 9.98 | 17.27 | 16.23 | 16.25 | 15.04 | 15.57 | 29.88 | 23.06 | 34.88 | 41.34 | 15.98 | 15.15 | 12.70 | 13.50 |
| Draw Down(%) | NA | 10.45 | 34.32 | 35.67 | 44.12 | NA | NA | … | … | 10.45 | 24.15 | 18.55 | 10.51 | 31.07 | 12.08 | 40.71 | 12.40 | 26.42 | 4.84 | 14.85 | 12.14 | 12.47 | 8.16 | 11.24 | 24.95 | 18.83 | 26.17 | 51.29 | 11.33 | 15.54 | 8.24 | 8.35 |
| Yield(%) | 0.00 | 0.00 | 5.76 | 5.83 | 6.28 | 6.90 | 8.02 | … | … | 0.00 | 0.00 | 15.54 | 0.00 | 7.73 | 11.19 | 1.36 | 0.00 | 11.68 | 7.33 | 1.57 | 5.08 | 14.50 | 4.66 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 8.06 | 5.34 | 0.49 | 0.00 |
Data as of 06/05/2026, Common starting date is 07/06/2004
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RYBHX (S&P MIDCAP 400 PURE GROWTH FUND CLASS H) |
-16.04%
Feb 2006 – Feb 2009 |
-3.88%
Mar 2015 – Mar 2020 |
4.37%
Oct 2013 – Oct 2023 |
5.67%
Mar 2005 – Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RYBHX (S&P MIDCAP 400 PURE GROWTH FUND CLASS H) |
38.97%
Feb 2009 – Feb 2012 |
30.45%
Feb 2009 – Feb 2014 |
16.24%
Feb 2009 – Feb 2019 |
13.58%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart