Schwartz Value Focused (RCMFX)

38.93 +0.26 (+0.67%) USD  |  May 20 2022

RCMFX Performance

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Cumulative Total Returns Versus Peers

Performance Versus Category

 
20%
15%
10%
5%
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Name
1M
3M
YTD
1Y
3Y
5Y
10Y
15Y
Total Return (NAV)
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Category Rtn. (NAV)
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% Rank in Cat (NAV)
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As of May 20, 2022. Returns for periods of 1 year and above are annualized.

Annual Total Returns Versus Peers

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Name
2012
2013
2014
2015
2016
2017
2018
2019
2020
2021
YTD
Schwartz Value Focused
5.44%
24.70%
-4.74%
-15.48%
18.13%
13.71%
-8.14%
18.67%
11.62%
31.14%
3.76%
S&P 500 Total Return
16.00%
32.39%
13.69%
1.38%
11.96%
21.83%
-4.38%
31.49%
18.40%
28.71%
-17.67%
Ave Maria Value
13.34%
26.24%
2.86%
-17.68%
16.44%
17.73%
-8.75%
20.52%
6.16%
25.15%
-4.75%
Government Street Mid-Cap
13.02%
31.02%
8.00%
0.86%
14.02%
20.32%
-7.28%
30.37%
17.98%
30.40%
-15.67%
Kirr Marbach Partners Value
26.38%
33.41%
1.95%
-4.55%
10.83%
16.09%
-19.62%
27.02%
2.95%
28.85%
-17.26%
Rock Oak Core Growth
14.26%
35.41%
8.44%
-7.80%
13.01%
22.69%
-2.15%
19.04%
13.87%
9.91%
-15.68%
As of May 20, 2022.

Periodic Total Returns Versus Peers

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Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
20Y
AT
Schwartz Value Focused
-7.49%
9.23%
4.89%
-1.55%
17.04%
13.12%
8.99%
4.92%
6.40%
9.18%
S&P 500 Total Return
-12.38%
-9.95%
-16.34%
-4.86%
13.04%
12.37%
13.88%
8.67%
8.71%
9.95%
Ave Maria Value
-8.06%
0.50%
-3.25%
-2.70%
9.57%
9.64%
8.30%
5.10%
6.78%
7.15%
Government Street Mid-Cap
-9.78%
-5.41%
-15.71%
-2.22%
14.06%
11.97%
13.00%
9.33%
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10.10%
Kirr Marbach Partners Value
-12.67%
-11.41%
-16.84%
-7.32%
6.97%
4.78%
8.22%
4.88%
6.29%
6.82%
Rock Oak Core Growth
-10.26%
-8.20%
-15.15%
-14.37%
5.83%
6.92%
9.79%
6.46%
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6.45%
As of May 20, 2022. Returns for periods of 1 year and above are annualized.

Upside/Downside Capture Ratio

 
20%
15%
10%
5%
0
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Name
1Y
3Y
5Y
10Y
15Y
Upside
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Downside
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Capture Ratio
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As of April 30, 2022