Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RF-PA (Regions Financial Corporation) | NA | 6.38% | 12.83% | 9.54% | NA | NA | NA | … | … |
Data as of 06/15/2021, Common starting date is 10/31/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RF-PA (Regions Financial Corporation) | 10/31/2012 | 06/15/2021 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.04 | 6.38 | 12.83 | 9.54 | NA | NA | NA | … | … | -1.48 | 2.11 | 2.77 | -1.58 | 0.72 | -4.55 | 5.29 | 13.02 | -10.47 | -0.44 |
| Sharpe Ratio | NA | 0.72 | 0.51 | 0.47 | NA | NA | NA | … | … | -0.33 | 0.05 | 0.26 | -0.66 | 0.01 | -0.50 | 0.62 | 2.02 | -0.88 | -0.53 |
| Standard Deviation(%) | NA | 8.78 | 23.49 | 18.77 | NA | NA | NA | … | … | 9.97 | 38.64 | 5.27 | 4.40 | 5.75 | 9.52 | 8.50 | 6.45 | 11.96 | 5.08 |
| Draw Down(%) | NA | 4.07 | 32.37 | 32.37 | NA | NA | NA | … | … | 4.07 | 32.78 | 2.40 | 5.89 | 3.70 | 9.03 | 6.47 | 3.48 | 19.13 | 1.48 |
| Yield(%) | 0.00 | 6.40 | 9.73 | 9.01 | 8.08 | 5.38 | 4.04 | … | … | 3.07 | 12.04 | 11.14 | 11.04 | 6.33 | 6.07 | 6.33 | 12.52 | 11.24 | 0.76 |
Data as of 06/15/2021, Common starting date is 10/31/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RF-PA (Regions Financial Corporation) |
4.37%
Dec 2015 – Dec 2018 |
7.45%
Mar 2013 – Mar 2018 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RF-PA (Regions Financial Corporation) |
16.84%
Mar 2018 – Mar 2021 |
11.10%
May 2015 – May 2020 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart