Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RCTRX (Regan Total Return Income Fund Investor Class) | 1.20% | 5.60% | 6.48% | 4.65% | NA | NA | NA | … | … |
Data as of 06/09/2026, Common starting date is 10/02/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RCTRX (Regan Total Return Income Fund Investor Class) | 10/02/2020 | 06/09/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.10 | 5.60 | 6.48 | 4.65 | NA | NA | NA | … | … | 1.20 | 7.53 | 6.81 | 7.28 | -2.23 | 6.89 | 8.45 |
| Sharpe Ratio | NA | 1.42 | 1.49 | 1.06 | NA | NA | NA | … | … | 0.15 | 2.30 | 1.48 | 1.59 | -2.12 | 5.44 | 11.48 |
| Standard Deviation(%) | NA | 1.93 | 2.14 | 2.00 | NA | NA | NA | … | … | 2.19 | 2.03 | 2.16 | 2.31 | 1.73 | 1.26 | 3.40 |
| Draw Down(%) | NA | 1.44 | 1.46 | 4.67 | NA | NA | NA | … | … | 1.44 | 1.46 | 0.85 | 1.01 | 4.67 | 0.39 | 0.28 |
| Yield(%) | 0.00 | 6.11 | 5.94 | 5.88 | 3.84 | 2.56 | 1.92 | … | … | 1.72 | 5.41 | 5.86 | 6.04 | 4.90 | 10.20 | 5.15 |
Data as of 06/09/2026, Common starting date is 10/02/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RCTRX (Regan Total Return Income Fund Investor Class) |
3.09%
Apr 2021 – Apr 2024 |
4.71%
May 2021 – May 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RCTRX (Regan Total Return Income Fund Investor Class) |
7.63%
Oct 2022 – Oct 2025 |
5.53%
Nov 2020 – Nov 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart