Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RVLIX (Regions Morgan Keegan Select Value I) | NA | -35.34% | -10.89% | -2.00% | 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 |
|---|---|---|
| RVLIX (Regions Morgan Keegan Select Value 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 | -35.34 | -10.89 | -2.00 | NA | NA | NA | … | … | -5.23 | -40.88 | 17.86 | 10.26 | 12.93 | 6.99 |
| Sharpe Ratio | NA | -0.86 | -0.45 | -0.17 | NA | NA | NA | … | … | -0.35 | -1.08 | 0.82 | 0.50 | 0.83 | 1.24 |
| Standard Deviation(%) | NA | 41.44 | 28.34 | 23.80 | NA | NA | NA | … | … | 28.46 | 38.72 | 18.15 | 14.02 | 13.02 | 10.03 |
| Draw Down(%) | NA | 46.55 | 54.32 | 54.32 | NA | NA | NA | … | … | 23.40 | 48.97 | 10.82 | 14.21 | 8.49 | 5.77 |
| Yield(%) | 0.00 | 1.14 | 1.28 | 1.48 | 0.72 | 0.48 | 0.36 | … | … | 0.50 | 1.13 | 1.40 | 1.01 | 1.44 | 0.50 |
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 |
|---|---|---|---|---|
| RVLIX (Regions Morgan Keegan Select Value I) |
-14.57%
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 |
|---|---|---|---|---|
| RVLIX (Regions Morgan Keegan Select Value I) |
17.22%
Oct 2004 – Oct 2007 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart