Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RAFI (Regency Affiliates Inc) | -9.91% | 39.80% | -5.22% | -3.58% | -4.43% | -0.19% | 0.78% | … | … |
Data as of 06/05/2026, Common starting date is 04/26/1999
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RAFI (Regency Affiliates Inc) | 04/26/1999 | 06/05/2026 |
| 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 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 39.80 | -5.22 | -3.58 | -4.43 | -0.19 | 0.78 | … | … | -9.91 | 4.00 | -1.56 | -26.00 | 13.95 | 28.59 | -13.72 | -11.19 | 1.79 | -14.83 | -20.94 | 16.27 | 11.88 | 45.49 | 8.33 | 19.76 | 79.77 | 24.00 | -55.75 | 2.73 | -9.84 | 12.55 | -15.31 | 77.78 | 44.00 | -46.67 | -61.54 | 77.27 |
| Sharpe Ratio | NA | 0.55 | -0.15 | -0.13 | -0.15 | NA | NA | … | … | -0.54 | 0.02 | -0.21 | -0.69 | 0.46 | 0.82 | -0.31 | -0.24 | 0.02 | -0.56 | -0.78 | 1.15 | 0.39 | 1.14 | 0.23 | 0.38 | 1.21 | 0.47 | -1.37 | -0.01 | -0.59 | 0.27 | -0.76 | 2.57 | 0.29 | -0.56 | -0.41 | 1.51 |
| Standard Deviation(%) | NA | 67.03 | 54.96 | 46.23 | 41.38 | NA | NA | … | … | 44.74 | 68.93 | 38.24 | 44.06 | 27.73 | 34.71 | 44.63 | 51.91 | 22.58 | 27.48 | 27.17 | 14.10 | 30.41 | 39.72 | 36.47 | 52.47 | 65.97 | 50.50 | 41.23 | 37.75 | 22.24 | 37.83 | 21.35 | 30.00 | 146.22 | 88.74 | 158.48 | 83.29 |
| Draw Down(%) | NA | 35.69 | 49.99 | 56.24 | 60.53 | NA | NA | … | … | 19.61 | 45.34 | 20.19 | 36.90 | 17.96 | 12.08 | 34.08 | 22.16 | 12.80 | 28.13 | 26.14 | 4.87 | 13.13 | 21.28 | 16.80 | 23.33 | 27.93 | 31.11 | 55.75 | 27.07 | 21.74 | 18.40 | 25.36 | 22.67 | 66.67 | 63.20 | 91.57 | 14.71 |
| Yield(%) | 0.00 | 0.00 | 3.17 | 3.35 | 2.39 | 2.90 | 2.75 | … | … | 0.00 | 1.70 | 4.70 | 4.13 | 4.26 | 4.04 | 4.29 | 3.56 | 3.42 | 2.75 | 2.00 | 2.22 | 2.07 | 1.54 | 0.00 | 0.00 | 16.13 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/05/2026, Common starting date is 04/26/1999
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RAFI (Regency Affiliates Inc) |
-54.84%
Feb 2000 – Feb 2003 |
-32.95%
Feb 2000 – Feb 2005 |
-21.67%
Feb 2000 – Feb 2010 |
-6.61%
Feb 2000 – Feb 2015 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RAFI (Regency Affiliates Inc) |
64.41%
Sep 2002 – Sep 2005 |
37.88%
Mar 2009 – Mar 2014 |
18.03%
Sep 2002 – Sep 2012 |
13.92%
Sep 2002 – Sep 2017 |
Annualized Rolling Returns Comparison Chart