Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RYTAX (TECHNOLOGY FUND CLASS H) | 27.76% | 55.36% | 32.43% | 16.32% | 21.25% | 16.88% | 13.21% | … | … |
Data as of 06/05/2026, Common starting date is 05/22/1998
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RYTAX (TECHNOLOGY FUND CLASS H) | 05/22/1998 | 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 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -4.88 | 55.36 | 32.43 | 16.32 | 21.25 | 16.88 | 13.21 | … | … | 27.76 | 26.16 | 24.12 | 49.22 | -36.34 | 20.62 | 49.49 | 39.79 | -1.30 | 32.73 | 11.16 | 0.86 | 9.52 | 34.95 | 11.25 | -9.68 | 11.11 | 56.47 | -45.65 | 11.55 | 5.89 | 2.01 | -0.36 | 56.74 | -40.30 | -29.45 | -39.06 | 80.13 | 45.79 |
| Sharpe Ratio | NA | 2.26 | 1.19 | 0.52 | 0.78 | NA | NA | … | … | 2.67 | 0.81 | 0.96 | 2.24 | -1.03 | 0.97 | 1.29 | 2.07 | -0.12 | 2.79 | 0.61 | 0.05 | 0.57 | 2.60 | 0.65 | -0.35 | 0.53 | 1.98 | -1.12 | 0.48 | 0.15 | -0.02 | -0.06 | 2.01 | -0.93 | -0.62 | -0.93 | 2.30 | 2.27 |
| Standard Deviation(%) | NA | 23.37 | 24.50 | 26.74 | 25.34 | NA | NA | … | … | 27.99 | 28.69 | 21.38 | 20.56 | 36.76 | 21.21 | 37.99 | 18.51 | 22.97 | 11.56 | 17.82 | 17.35 | 16.57 | 13.44 | 17.27 | 27.39 | 20.79 | 28.43 | 41.55 | 17.58 | 16.71 | 13.74 | 21.28 | 27.94 | 44.71 | 52.19 | 46.70 | 33.42 | 36.13 |
| Draw Down(%) | NA | 15.75 | 27.93 | 42.90 | 42.90 | NA | NA | … | … | 15.31 | 27.93 | 15.23 | 13.43 | 40.35 | 12.17 | 31.71 | 11.29 | 23.27 | 4.80 | 16.63 | 16.34 | 12.21 | 6.49 | 15.99 | 24.85 | 16.81 | 19.84 | 54.65 | 11.51 | 19.41 | 14.62 | 28.29 | 17.11 | 58.07 | 57.45 | 51.78 | 14.65 | 23.39 |
| Yield(%) | 0.00 | 1.43 | 4.01 | 4.34 | 7.96 | 24.06 | 20.80 | … | … | 0.00 | 1.47 | 6.27 | 4.08 | 3.51 | 9.18 | 2.59 | 0.71 | 5.45 | 1.91 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.29 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/05/2026, Common starting date is 05/22/1998
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RYTAX (TECHNOLOGY FUND CLASS H) |
-39.32%
Mar 2000 – Mar 2003 |
-20.27%
Mar 2000 – Mar 2005 |
-10.14%
Aug 2000 – Aug 2010 |
-3.33%
Aug 2000 – Aug 2015 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RYTAX (TECHNOLOGY FUND CLASS H) |
36.09%
Dec 2018 – Dec 2021 |
28.48%
Jun 2016 – Jun 2021 |
21.92%
May 2016 – May 2026 |
17.19%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart