Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RYCRX (REAL ESTATE FUND CLASS C) | 9.56% | 12.12% | 8.70% | 0.28% | 3.56% | 4.82% | 2.94% | … | … |
Data as of 06/11/2026, Common starting date is 11/19/2004
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RYCRX (REAL ESTATE FUND CLASS C) | 11/19/2004 | 06/11/2026 |
| 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 (%) | 1.79 | 12.12 | 8.70 | 0.28 | 3.56 | 4.82 | 2.94 | … | … | 9.56 | -1.73 | 4.92 | 9.78 | -28.10 | 33.75 | -6.05 | 23.45 | -8.28 | 5.49 | 8.79 | -3.77 | 19.68 | 2.67 | 16.99 | 0.88 | 21.18 | 24.23 | -41.88 | -20.11 | 28.68 | 5.72 | 7.11 |
| Sharpe Ratio | NA | 0.69 | 0.34 | -0.10 | 0.08 | NA | NA | … | … | 1.25 | -0.25 | -0.10 | 0.27 | -1.20 | 2.21 | -0.13 | 1.89 | -0.63 | 0.52 | 0.52 | -0.24 | 1.93 | 0.18 | 1.30 | 0.03 | 0.80 | 0.39 | -0.58 | -0.93 | 1.81 | 0.23 | 6.60 |
| Standard Deviation(%) | NA | 14.13 | 17.35 | 19.20 | 21.67 | NA | NA | … | … | 14.33 | 18.77 | 16.13 | 20.86 | 24.69 | 15.26 | 46.42 | 11.65 | 15.39 | 9.35 | 16.38 | 15.77 | 10.21 | 14.95 | 13.12 | 29.41 | 26.51 | 61.60 | 73.29 | 25.04 | 14.09 | 15.64 | 12.75 |
| Draw Down(%) | NA | 8.76 | 18.78 | 36.88 | 45.87 | NA | NA | … | … | 8.76 | 14.99 | 10.42 | 23.16 | 33.69 | 6.81 | 45.87 | 5.10 | 14.56 | 5.63 | 13.40 | 17.34 | 7.21 | 17.30 | 9.87 | 24.75 | 17.27 | 40.62 | 65.02 | 30.35 | 10.33 | 12.15 | 1.65 |
| Yield(%) | 0.00 | 4.34 | 2.79 | 2.03 | 3.17 | 3.50 | 2.40 | … | … | 0.00 | 4.37 | 1.01 | 2.50 | 3.13 | 0.59 | 9.39 | 2.39 | 0.75 | 0.61 | 7.09 | 1.27 | 1.14 | 4.95 | 2.34 | 1.19 | 2.91 | 0.84 | 2.82 | 0.56 | 0.89 | 0.66 | 0.11 |
Data as of 06/11/2026, Common starting date is 11/19/2004
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RYCRX (REAL ESTATE FUND CLASS C) |
-28.25%
Mar 2006 – Mar 2009 |
-7.70%
Nov 2006 – Nov 2011 |
-0.06%
Jan 2007 – Jan 2017 |
1.24%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RYCRX (REAL ESTATE FUND CLASS C) |
33.91%
Mar 2009 – Mar 2012 |
23.69%
Feb 2009 – Feb 2014 |
13.85%
Feb 2009 – Feb 2019 |
9.43%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart