Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RTEIX (Regions Morgan Keegan Sel Int TaxEx Bd I) | NA | 5.00% | 4.32% | 2.95% | NA | NA | NA | … | … |
Data as of 07/08/2009, Common starting date is 02/10/2004
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RTEIX (Regions Morgan Keegan Sel Int TaxEx Bd I) | 02/10/2004 | 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 | 5.00 | 4.32 | 2.95 | NA | NA | NA | … | … | 2.61 | 3.67 | 3.70 | 2.59 | 0.93 | -0.34 |
| Sharpe Ratio | NA | 1.68 | 1.06 | 0.44 | NA | NA | NA | … | … | 2.67 | 0.88 | 0.40 | -0.40 | -0.67 | -0.53 |
| Standard Deviation(%) | NA | 2.77 | 2.30 | 2.16 | NA | NA | NA | … | … | 1.89 | 3.09 | 1.69 | 1.78 | 1.86 | 2.59 |
| Draw Down(%) | NA | 4.65 | 4.65 | 4.65 | NA | NA | NA | … | … | 1.53 | 4.65 | 1.19 | 1.15 | 1.70 | 4.66 |
| Yield(%) | 0.00 | 2.80 | 3.18 | 3.07 | 1.56 | 1.04 | 0.78 | … | … | 0.93 | 3.58 | 3.40 | 2.96 | 3.16 | 2.14 |
Data as of 07/08/2009, Common starting date is 02/10/2004
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RTEIX (Regions Morgan Keegan Sel Int TaxEx Bd I) |
1.41%
Mar 2004 – Mar 2007 |
2.51%
Mar 2004 – Mar 2009 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RTEIX (Regions Morgan Keegan Sel Int TaxEx Bd I) |
4.32%
Jun 2006 – Jun 2009 |
3.13%
May 2004 – May 2009 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart