Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| REGIX (Regnan UK Umbrella Fund – Regnan Global Equity Impact Solutions Institutional Shares) | NA | -19.27% | -7.24% | NA | NA | NA | NA | … | … |
Data as of 01/31/2025, Common starting date is 08/24/2021
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| REGIX (Regnan UK Umbrella Fund – Regnan Global Equity Impact Solutions Institutional Shares) | 08/24/2021 | 01/31/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.05 | -19.27 | -7.24 | NA | NA | NA | NA | … | … | 0.20 | -22.04 | 18.83 | -25.04 | 0.70 |
| Sharpe Ratio | NA | -1.84 | -0.59 | NA | NA | NA | NA | … | … | -0.89 | -1.96 | 0.94 | -1.01 | 0.10 |
| Standard Deviation(%) | NA | 14.03 | 19.20 | NA | NA | NA | NA | … | … | 0.56 | 14.63 | 15.58 | 26.24 | 20.64 |
| Draw Down(%) | NA | 24.30 | 25.81 | NA | NA | NA | NA | … | … | 0.00 | 24.30 | 20.64 | 34.22 | 10.75 |
| Yield(%) | 0.00 | 0.00 | 0.22 | 1.24 | 0.62 | 0.41 | 0.31 | … | … | 0.00 | 0.00 | 0.67 | 0.07 | 5.68 |
Data as of 01/31/2025, Common starting date is 08/24/2021
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| REGIX (Regnan UK Umbrella Fund – Regnan Global Equity Impact Solutions Institutional Shares) |
-11.44%
Dec 2021 – Dec 2024 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| REGIX (Regnan UK Umbrella Fund – Regnan Global Equity Impact Solutions Institutional Shares) |
-4.69%
Sep 2021 – Sep 2024 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart