Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RF-PF (Regions Financial Corporation) | 2.81% | 7.82% | NA | NA | NA | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 07/30/2024
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RF-PF (Regions Financial Corporation) | 07/30/2024 | 06/05/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.26 | 7.82 | NA | NA | NA | NA | NA | … | … | 2.81 | 3.67 | 7.57 |
| Sharpe Ratio | NA | 0.91 | NA | NA | NA | NA | NA | … | … | 0.70 | 0.11 | 2.23 |
| Standard Deviation(%) | NA | 5.68 | NA | NA | NA | NA | NA | … | … | 5.97 | 7.45 | 6.93 |
| Draw Down(%) | NA | 2.94 | NA | NA | NA | NA | NA | … | … | 2.48 | 5.28 | 2.32 |
| Yield(%) | 1.70 | 6.93 | 4.35 | 2.61 | 1.30 | 0.87 | 0.65 | … | … | 3.41 | 6.63 | 2.62 |
Data as of 06/05/2026, Common starting date is 07/30/2024
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RF-PF (Regions Financial Corporation) |
0.00%
NA |
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 |
|---|---|---|---|---|
| RF-PF (Regions Financial Corporation) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart