Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| Regions 1 Plan Plus By Regions Morgan Keegan Tactical Asset Allocation Moderate | NA | 32.96% | 10.44% | 11.55% | 7.12% | 7.06% | 7.09% | 7.37% |
Data as of 10/31/2024, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Regions 1 Plan Plus By Regions Morgan Keegan Tactical Asset Allocation Moderate | 12/31/2000 | 01/08/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.76 | 32.96 | 10.44 | 11.55 | 7.12 | 7.06 | 7.09 | 7.37 | NA | 17.13 | 22.45 | -7.22 | 8.04 | 14.89 | 10.36 | -3.04 | 6.63 | 2.96 | -0.84 | 2.53 | 16.57 | 7.40 | -0.04 | 6.25 | 13.71 | -5.69 | 9.61 | 12.21 | 6.08 | 8.26 | 15.82 | 2.47 | 5.90 |
| Sharpe Ratio | NA | 1.25 | 0.75 | 0.92 | 0.71 | NA | NA | 0.83 | 0.13 | 1.07 | 2.42 | -0.92 | 0.84 | 1.70 | 2.16 | -0.62 | 1.10 | 0.58 | -0.17 | 0.42 | 2.47 | 1.08 | -0.01 | 0.59 | 1.83 | -1.64 | 0.80 | 1.38 | 0.75 | 1.12 | 3.27 | 0.35 | 0.96 |
| Standard Deviation(%) | NA | 9.86 | 9.01 | 9.06 | 7.45 | NA | NA | 6.91 | 9.24 | 9.85 | 7.53 | 9.39 | 9.57 | 8.62 | 4.16 | 7.01 | 5.45 | 4.77 | 5.08 | 6.03 | 6.70 | 6.81 | 7.28 | 10.40 | 7.46 | 4.03 | 8.24 | 6.47 | 5.23 | 6.54 | 4.62 | 3.84 | 3.73 |
| Draw Down(%) | NA | 8.59 | 11.57 | 14.08 | 14.08 | NA | NA | 14.08 | 0.55 | 8.59 | 4.10 | 12.00 | 5.49 | 11.50 | 3.00 | 9.27 | 4.35 | 3.87 | 5.00 | 6.54 | 4.48 | 7.00 | 7.32 | 9.29 | 4.32 | 8.95 | 6.49 | 7.72 | 3.93 | 6.38 | 2.29 | 4.16 | 2.51 |
| Yield(%) | NA | 15.94 | 10.78 | 8.10 | 5.15 | NA | NA | 4.45 | NA | 4.40 | 15.59 | 8.67 | 3.49 | 3.30 | 5.49 | 2.12 | 0.21 | 1.96 | 3.44 | 3.20 | 4.36 | 3.23 | 2.19 | 2.37 | 3.44 | 2.86 | 6.11 | 5.34 | 3.72 | 3.82 | 3.64 | 3.80 | 5.51 |
Data as of 10/31/2024, AR inception is 12/31/2000
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Regions 1 Plan Plus By Regions Morgan Keegan Tactical Asset Allocation Moderate |
1.40%
Mar 2017 - Mar 2020 |
1.59%
Dec 2013 - Dec 2018 |
3.81%
Mar 2010 - Mar 2020 |
4.49%
Oct 2007 - Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Regions 1 Plan Plus By Regions Morgan Keegan Tactical Asset Allocation Moderate |
13.44%
Nov 2021 - Nov 2024 |
12.56%
Nov 2019 - Nov 2024 |
7.76%
Jul 2003 - Jul 2013 |
7.21%
Nov 2009 - Nov 2024 |
Annualized Rolling Returns Comparison Chart