Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| USRRX (REAL RETURN FUND REAL RETURN FUND SHARES) | NA | 2.56% | 4.81% | 1.47% | NA | NA | NA | … | … |
Data as of 09/21/2018, Common starting date is 11/09/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| USRRX (REAL RETURN FUND REAL RETURN FUND SHARES) | 11/09/2010 | 09/21/2018 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 2.56 | 4.81 | 1.47 | NA | NA | NA | … | … | -0.64 | 8.35 | 8.14 | -7.75 | 0.27 | -0.44 | 11.14 | 2.09 | -0.69 |
| Sharpe Ratio | NA | 0.29 | 0.75 | 0.19 | NA | NA | NA | … | … | -0.38 | 2.04 | 1.18 | -1.08 | 0.05 | -0.07 | 2.57 | 0.31 | -1.10 |
| Standard Deviation(%) | NA | 5.00 | 5.64 | 5.80 | NA | NA | NA | … | … | 5.55 | 3.80 | 6.68 | 7.22 | 5.07 | 6.48 | 4.36 | 6.58 | 4.41 |
| Draw Down(%) | NA | 5.19 | 8.11 | 17.85 | NA | NA | NA | … | … | 5.19 | 2.27 | 4.49 | 10.59 | 8.12 | 7.28 | 3.01 | 7.12 | 1.68 |
| Yield(%) | 0.00 | 1.21 | 0.66 | 1.18 | 1.52 | 1.01 | 0.76 | … | … | 0.11 | 1.14 | 0.14 | 0.78 | 2.61 | 2.37 | 4.11 | 3.95 | 0.00 |
Data as of 09/21/2018, Common starting date is 11/09/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| USRRX (REAL RETURN FUND REAL RETURN FUND SHARES) |
-3.42%
Jan 2013 – Jan 2016 |
0.34%
Feb 2011 – Feb 2016 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| USRRX (REAL RETURN FUND REAL RETURN FUND SHARES) |
5.76%
Sep 2011 – Sep 2014 |
3.08%
Sep 2011 – Sep 2016 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart