Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
RBLIX (Regions Morgan Keegan Select Balanced I) NA NA -100.00% -100.00% NA NA NA
Data as of 03/01/2011, Common starting date is 06/04/2004
More Performance Analytics Comparison
Name Start Date End Date
RBLIX (Regions Morgan Keegan Select Balanced I) 06/04/2004 03/01/2011
1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception
Annualized Return (%) NA -100.00 -100.00 NA NA NA
Sharpe Ratio NA NA NA NA NA NA
Standard Deviation(%) NA NA NA NA NA NA
Draw Down(%) NA NA NA NA NA NA
Yield(%) NA 0.69 1.42 0.81 0.54 0.41
Data as of 03/01/2011, Common starting date is 06/04/2004
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
RBLIX (Regions Morgan Keegan Select Balanced I) -7.24%
Feb 2006 – Feb 2009
0.68%
Jul 2004 – Jul 2009
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
RBLIX (Regions Morgan Keegan Select Balanced I) 10.70%
Oct 2004 – Oct 2007
0.68%
Jul 2004 – Jul 2009
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return