Performance Comparison
Portfolio Performance Comparison
The return data shown below all have the same latest date: 01/23/2018.
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| RAISX (RAINIER SMALL/MID CAP EQUITY FUND INSTITUTIONAL) | NA | 21.65% | 9.25% | 11.43% | 7.05% | 10.97% | NA | 9.45% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RAISX (RAINIER SMALL/MID CAP EQUITY FUND INSTITUTIONAL) | 05/09/2002 | 01/23/2018 |
The return data shown below all have the same latest date: 01/23/2018.
AR inception is since 05/09/2002.
AR inception is since 05/09/2002.
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 21.65 | 9.25 | 11.43 | 7.05 | 10.97 | NA | 9.45 | 3.20 | 20.07 | 3.55 | 1.44 | 4.92 | 33.73 | 14.19 | -2.27 | 25.13 | 30.18 | -48.68 | 21.76 | 14.95 | 17.82 | 17.69 | 46.64 | -20.11 |
| Sharpe Ratio | NA | 2.06 | 0.58 | 0.71 | 0.27 | NA | NA | 0.35 | 11.09 | 1.88 | 0.18 | 0.08 | 0.28 | 2.20 | 0.80 | -0.07 | 1.11 | 0.95 | -1.04 | 0.95 | 0.65 | 1.03 | 1.04 | 2.62 | -1.06 |
| Standard Deviation(%) | NA | 10.18 | 15.40 | 15.86 | 25.27 | NA | NA | 23.23 | 6.20 | 10.37 | 18.22 | 17.16 | 17.19 | 15.34 | 17.87 | 32.96 | 22.51 | 31.70 | 47.36 | 19.73 | 17.89 | 15.13 | 16.11 | 17.51 | 28.61 |
| Draw Down(%) | NA | 4.61 | 24.85 | 24.85 | 59.74 | NA | NA | 63.60 | 0.54 | 4.61 | 18.33 | 12.31 | 13.32 | 7.24 | 15.01 | 29.44 | 17.14 | 26.61 | 60.78 | 13.34 | 16.96 | 11.83 | 14.38 | 12.21 | 31.49 |
| Yield(%) | 0.00 | 12.96 | 11.03 | 11.28 | 6.49 | 11.47 | 7.00 | 9.33 | 1.68 | 11.30 | 11.01 | 12.58 | 14.91 | 1.22 | 0.00 | 0.00 | 0.00 | 0.00 | 0.01 | 13.40 | 3.99 | 3.44 | 4.06 | 0.00 | 0.00 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RAISX (RAINIER SMALL/MID CAP EQUITY FUND INSTITUTIONAL) |
-17.34%
Feb 2006 - Feb 2009 |
-4.06%
Feb 2004 - Feb 2009 |
4.18%
May 2007 - May 2017 |
9.12%
Jun 2002 - Jun 2017 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RAISX (RAINIER SMALL/MID CAP EQUITY FUND INSTITUTIONAL) |
33.25%
Mar 2003 - Mar 2006 |
25.11%
Sep 2002 - Sep 2007 |
11.73%
Mar 2003 - Mar 2013 |
10.87%
Dec 2002 - Dec 2017 |
Annualized Rolling Returns Comparison Chart