Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
RYWCX (S&P SMALLCAP 600 PURE GROWTH FUND CLASS C) 17.02% 27.75% 15.13% -7.00% 2.11% 4.28% 3.95%
Data as of 06/05/2026, Common starting date is 06/24/2005
More Performance Analytics Comparison
Name Start Date End Date
RYWCX (S&P SMALLCAP 600 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 (%) -0.25 27.75 15.13 -7.00 2.11 4.28 3.95 17.02 7.76 7.20 17.03 -30.34 -27.00 15.18 11.58 -9.55 15.23 17.50 -1.27 -0.54 39.83 9.60 2.68 22.33 34.03 -34.50 -0.66 6.84 6.69
Sharpe Ratio NA 1.49 0.53 -0.28 0.02 NA NA 2.29 0.22 0.13 0.71 -1.03 -0.49 0.32 0.58 -0.53 1.09 0.91 -0.07 -0.03 2.56 0.61 0.08 0.96 0.91 -0.86 -0.22 0.22 0.68
Standard Deviation(%) NA 18.20 23.07 33.15 30.14 NA NA 19.76 22.47 27.06 19.02 31.09 55.57 46.83 17.28 20.70 13.45 18.94 18.14 18.59 15.56 15.79 31.25 23.09 37.39 41.15 17.29 15.81 15.82
Draw Down(%) NA 8.49 33.01 62.54 62.54 NA NA 8.49 21.87 18.89 14.33 35.86 45.70 47.06 14.74 29.86 4.85 15.83 14.98 15.02 7.07 11.78 25.53 18.05 36.45 47.63 12.23 14.92 8.38
Yield(%) 0.00 0.00 5.17 1.41 2.59 2.62 2.40 0.00 0.00 13.83 0.00 0.00 0.00 0.00 0.00 7.66 4.32 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 4.31 0.00 2.86
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
RYWCX (S&P SMALLCAP 600 PURE GROWTH FUND CLASS C) -20.24%
Feb 2006 – Feb 2009
-12.03%
Sep 2018 – Sep 2023
-1.84%
Oct 2013 – Oct 2023
1.03%
Sep 2007 – Sep 2022
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
RYWCX (S&P SMALLCAP 600 PURE GROWTH FUND CLASS C) 33.23%
Feb 2009 – Feb 2012
27.32%
Feb 2009 – Feb 2014
16.44%
Feb 2009 – Feb 2019
8.37%
Aug 2006 – Aug 2021
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return