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
RYSGX (S&P SMALLCAP 600 PURE GROWTH FUND CLASS A) 23.85% 34.58% 16.72% -3.66% 4.49% 6.16% 5.65%
Data as of 06/12/2026, Common starting date is 06/24/2005
More Performance Analytics Comparison
Name Start Date End Date
RYSGX (S&P SMALLCAP 600 PURE GROWTH FUND CLASS A) 06/24/2005 06/12/2026
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 (%) 5.48 34.58 16.72 -3.66 4.49 6.16 5.65 23.85 8.53 8.06 17.93 -29.82 -20.33 16.06 12.42 -8.88 16.12 18.37 -0.52 0.22 40.90 10.42 3.48 23.17 35.05 -33.99 0.09 7.61 4.25
Sharpe Ratio NA 1.71 0.61 -0.21 0.09 NA NA 2.94 0.25 0.18 0.76 -1.01 -0.42 0.34 0.63 -0.50 1.15 0.96 -0.03 0.01 2.63 0.66 0.11 1.00 0.94 -0.85 -0.18 0.27 0.36
Standard Deviation(%) NA 18.64 22.02 30.40 28.66 NA NA 19.96 22.46 24.37 19.04 31.12 48.42 46.82 17.30 20.70 13.46 18.96 18.13 18.58 15.56 15.79 31.22 23.14 37.37 41.15 17.29 15.79 16.11
Draw Down(%) NA 8.44 30.86 59.14 59.14 NA NA 8.44 21.78 16.44 14.18 35.49 41.12 46.99 14.34 29.71 4.83 15.77 14.82 14.82 7.02 11.68 25.34 18.03 36.38 47.27 12.13 14.80 8.25
Yield(%) 0.00 0.00 3.94 1.23 2.41 2.54 2.46 0.00 0.00 10.88 0.00 0.00 0.00 0.00 0.00 6.89 3.93 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 4.22 0.00 0.00
Data as of 06/12/2026, 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
RYSGX (S&P SMALLCAP 600 PURE GROWTH FUND CLASS A) -19.65%
Feb 2006 – Feb 2009
-9.94%
Sep 2018 – Sep 2023
-0.31%
Oct 2013 – Oct 2023
2.34%
Sep 2007 – Sep 2022
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
RYSGX (S&P SMALLCAP 600 PURE GROWTH FUND CLASS A) 34.20%
Feb 2009 – Feb 2012
28.26%
Feb 2009 – Feb 2014
17.31%
Feb 2009 – Feb 2019
9.47%
Feb 2009 – Feb 2024
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return