Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RYCKX (S&P MIDCAP 400 PURE GROWTH FUND CLASS C) | 17.24% | 26.32% | 17.04% | 5.52% | 7.86% | 7.62% | 8.04% | … | … |
Data as of 06/05/2026, Common starting date is 06/24/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RYCKX (S&P MIDCAP 400 PURE GROWTH FUND CLASS C) | 06/24/2005 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.67 | 26.32 | 17.04 | 5.52 | 7.86 | 7.62 | 8.04 | … | … | 17.24 | 6.61 | 15.10 | 13.97 | -23.05 | 11.26 | 29.72 | 14.60 | -15.17 | 18.01 | 2.13 | 0.63 | -1.92 | 33.93 | 15.41 | -1.27 | 29.89 | 56.61 | -36.41 | 7.68 | 2.47 | 9.85 |
| Sharpe Ratio | NA | 1.27 | 0.55 | 0.12 | 0.25 | NA | NA | … | … | 1.91 | 0.17 | 0.35 | 0.61 | -0.75 | 0.53 | 0.72 | 0.83 | -0.86 | 1.74 | 0.11 | 0.04 | -0.12 | 2.25 | 0.99 | -0.04 | 1.29 | 1.62 | -0.90 | 0.29 | -0.06 | 1.36 |
| Standard Deviation(%) | NA | 18.63 | 25.16 | 25.66 | 24.65 | NA | NA | … | … | 22.24 | 22.51 | 32.38 | 16.98 | 32.57 | 21.02 | 40.99 | 15.73 | 19.31 | 10.01 | 17.27 | 16.25 | 16.24 | 15.04 | 15.58 | 29.86 | 23.05 | 34.93 | 41.33 | 15.95 | 15.15 | 12.67 |
| Draw Down(%) | NA | 10.50 | 37.41 | 37.41 | 44.75 | NA | NA | … | … | 10.50 | 24.25 | 22.23 | 10.57 | 31.29 | 12.20 | 40.76 | 12.71 | 26.56 | 4.89 | 14.91 | 12.22 | 12.51 | 8.22 | 11.38 | 25.08 | 18.91 | 26.28 | 51.45 | 11.36 | 15.76 | 7.13 |
| Yield(%) | 0.00 | 0.00 | 7.49 | 7.08 | 7.07 | 7.31 | 8.15 | … | … | 0.00 | 0.00 | 20.28 | 0.00 | 9.66 | 13.54 | 1.63 | 0.00 | 13.46 | 8.31 | 1.76 | 5.62 | 15.70 | 5.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 8.24 | 5.42 | 0.48 |
Data as of 06/05/2026, Common starting date is 06/24/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RYCKX (S&P MIDCAP 400 PURE GROWTH FUND CLASS C) |
-16.65%
Feb 2006 – Feb 2009 |
-4.60%
Mar 2015 – Mar 2020 |
3.60%
Oct 2013 – Oct 2023 |
5.55%
Jun 2007 – Jun 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RYCKX (S&P MIDCAP 400 PURE GROWTH FUND CLASS C) |
37.92%
Feb 2009 – Feb 2012 |
29.47%
Feb 2009 – Feb 2014 |
15.38%
Feb 2009 – Feb 2019 |
12.74%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart