Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MAGIX (Regions Morgan Keegan Sel Core Equity I) | NA | -34.86% | -16.19% | -7.45% | -5.23% | NA | NA | … | … |
Data as of 07/08/2009, Common starting date is 06/21/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MAGIX (Regions Morgan Keegan Sel Core Equity I) | 06/21/1996 | 07/08/2009 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -34.86 | -16.19 | -7.45 | -5.23 | NA | NA | … | … | 0.69 | -41.88 | -1.95 | 2.54 | 7.39 | 7.05 | 24.23 | -19.85 | -11.40 | -9.67 | 18.44 | 30.48 | 28.97 | 9.92 |
| Sharpe Ratio | NA | -0.89 | -0.61 | -0.38 | -0.33 | NA | NA | … | … | 0.05 | -1.12 | -0.21 | -0.05 | 0.43 | 0.54 | 1.61 | -0.98 | -0.81 | -0.67 | 0.92 | 1.49 | -1.53 | 1.42 |
| Standard Deviation(%) | NA | 39.48 | 29.58 | 24.94 | 22.06 | NA | NA | … | … | 25.48 | 38.09 | 24.15 | 14.32 | 12.07 | 11.30 | 14.57 | 21.34 | 17.25 | 20.46 | 16.54 | 18.24 | 17.13 | 11.36 |
| Draw Down(%) | NA | 46.81 | 60.30 | 60.30 | 60.30 | NA | NA | … | … | 19.64 | 47.68 | 19.33 | 14.50 | 7.86 | 8.55 | 10.58 | 28.12 | 24.12 | 17.26 | 8.45 | 16.48 | 10.43 | 6.60 |
| Yield(%) | 0.00 | 41.99 | 17.50 | 12.34 | 5.62 | 7.78 | 5.84 | … | … | 0.00 | 38.06 | 1.04 | 22.05 | 1.03 | 1.10 | 1.16 | 0.90 | 0.56 | 3.62 | 1.85 | 3.93 | 3.77 | 1.15 |
Data as of 07/08/2009, Common starting date is 06/21/1996
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MAGIX (Regions Morgan Keegan Sel Core Equity I) |
-20.71%
Feb 2006 – Feb 2009 |
-10.62%
Feb 2004 – Feb 2009 |
-5.77%
Feb 1999 – Feb 2009 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MAGIX (Regions Morgan Keegan Sel Core Equity I) |
26.03%
Jul 1996 – Jul 1999 |
13.44%
Jul 1996 – Jul 2001 |
7.56%
Jul 1996 – Jul 2006 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart