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RGCSX: GLOBAL OPPORTUNISTIC CREDIT FUND CLASS S (MUTUAL FUND)
Basic Info 8.63 0.02(0.23%) June 05
| Asset Class: | Multisector Bond |
| MyPlanIQ Rating: | (19%) |
| Start Date: | 10/04/2010 |
| Last Dividend Date: | 05/04/2026 |
| 12-Mo. Yield | 5.86% |
| Expenses | 0.72% |
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Performance Analytics (As of 06/05/2026)
| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Inception** | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -0.6 | 1.2 | 6.6 | 8.2 | 3.1 | 4.2 | 4.1 | 4.2 | 8.6 | 7.3 | 11.0 | -11.5 | 2.7 | 3.7 | 10.9 | -3.2 | 9.8 | 10.9 | -3.1 | 1.1 | -0.6 | 16.6 | 3.6 | -0.3 |
| Sharpe Ratio | NA | 0.15 | 1.8 | 1.75 | 0.17 | 0.59 | NA | 0.75 | 2.35 | 1.41 | 1.98 | -2.55 | 1.14 | 0.38 | 4.79 | -1.75 | 2.54 | 2.27 | -0.81 | 0.32 | -0.16 | 6.17 | 0.75 | -0.33 |
| Draw Down(%) | NA | 2.1 | 2.1 | 2.8 | 16.7 | 19.5 | NA | 19.5 | 2.8 | 1.5 | 2.7 | 15.2 | 2.7 | 19.5 | 0.7 | 4.9 | 1.8 | 4.0 | 6.6 | 7.0 | 8.1 | 2.8 | 8.6 | 3.4 |
| Standard Deviation(%) | NA | 2.8 | 2.2 | 2.8 | 3.4 | 4.3 | NA | 4.1 | 2.4 | 2.6 | 3.7 | 5.1 | 2.3 | 9.1 | 2.0 | 2.6 | 3.6 | 4.7 | 3.8 | 3.5 | 4.0 | 2.7 | 4.8 | 4.0 |
| Treynor Ratio | NA | 0.01 | 0.11 | 0.13 | 0.01 | 0.06 | NA | 0.1 | 0.19 | 0.1 | 0.2 | -0.28 | 0.09 | 0.05 | 0.94 | -0.37 | 0.66 | 0.55 | -12.1 | -0.89 | -0.01 | -0.92 | -0.33 | -0.08 |
| Alpha | NA | 0.01 | 0.01 | 0.02 | 0.01 | 0.01 | NA | 0.01 | 0.02 | 0.02 | 0.02 | -0.03 | 0.01 | -0.01 | 0.03 | -0.02 | 0.03 | 0.04 | -0.01 | 0.0 | 0.0 | 0.06 | 0.02 | 0.0 |
| Beta | NA | 0.44 | 0.35 | 0.38 | 0.39 | 0.39 | NA | 0.31 | 0.31 | 0.37 | 0.37 | 0.46 | 0.29 | 0.74 | 0.1 | 0.12 | 0.14 | 0.19 | 0.0 | -0.01 | 0.5 | -0.18 | -0.11 | 0.16 |
| RSquared | NA | 0.45 | 0.38 | 0.51 | 0.47 | 0.21 | NA | 0.12 | 0.32 | 0.6 | 0.54 | 0.49 | 0.24 | 0.17 | 0.03 | 0.02 | 0.01 | 0.02 | 0.0 | 0.0 | 0.17 | 0.04 | 0.01 | 0.04 |
| Yield(%) | N/A | 1.2 | N/A | N/A | N/A | N/A | N/A | N/A | 5.8 | 5.4 | 5.0 | 4.0 | 4.5 | 3.8 | 6.2 | 5.3 | 4.7 | 4.4 | 3.9 | 6.1 | 4.7 | 7.8 | 6.5 | 0.0 |
| Dividend Growth(%) | N/A | -78.2 | N/A | N/A | N/A | N/A | N/A | N/A | 10.6 | 12.4 | 8.2 | -12.9 | 17.4 | -36.4 | 7.0 | 19.4 | 14.6 | 4.6 | -39.1 | 20.9 | -34.6 | 17.5 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 10/01/2010
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