Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RMKIX (Regions Morgan Keegan Select MidCap Gr I) | NA | -29.69% | -10.59% | -2.70% | NA | NA | NA | … | … |
Data as of 07/08/2009, Common starting date is 06/23/2004
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RMKIX (Regions Morgan Keegan Select MidCap Gr I) | 06/23/2004 | 07/08/2009 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -29.69 | -10.59 | -2.70 | NA | NA | NA | … | … | 10.45 | -39.58 | 5.43 | 6.36 | 18.64 | -4.76 |
| Sharpe Ratio | NA | -0.55 | -0.35 | -0.15 | NA | NA | NA | … | … | 0.54 | -0.84 | 0.12 | 0.18 | 1.20 | -0.58 |
| Standard Deviation(%) | NA | 55.04 | 36.34 | 30.56 | NA | NA | NA | … | … | 39.58 | 48.30 | 20.80 | 16.97 | 13.76 | 17.25 |
| Draw Down(%) | NA | 53.88 | 62.12 | 62.12 | NA | NA | NA | … | … | 24.52 | 57.98 | 15.31 | 14.66 | 8.43 | 9.98 |
| Yield(%) | 0.00 | 0.38 | 4.53 | 4.41 | 2.14 | 1.43 | 1.07 | … | … | 0.00 | 0.36 | 0.00 | 13.59 | 6.60 | 0.00 |
Data as of 07/08/2009, Common starting date is 06/23/2004
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RMKIX (Regions Morgan Keegan Select MidCap Gr I) |
-17.09%
Feb 2006 – Feb 2009 |
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 |
|---|---|---|---|---|
| RMKIX (Regions Morgan Keegan Select MidCap Gr I) |
13.79%
Oct 2004 – Oct 2007 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart