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 Strategic Asset Allocation - Equal Weight Moderate | 0.82% | 7.44% | 13.36% | 14.34% | 6.86% | 6.63% | 6.98% | 7.26% |
Data as of 03/31/2025, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Regions 1 Plan Plus By Regions Morgan Keegan Strategic Asset Allocation - Equal Weight Moderate | 12/31/2000 | 06/03/2025 |
| 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 (%) | -2.17 | 7.44 | 13.36 | 14.34 | 6.86 | 6.63 | 6.98 | 7.26 | 0.82 | 14.89 | 23.33 | 0.54 | 1.34 | 13.94 | 14.24 | -5.82 | 9.04 | 2.61 | -0.25 | 1.55 | 14.10 | 12.64 | -1.28 | 5.42 | 16.47 | -8.27 | 10.50 | 11.08 | 8.33 | 9.80 | 15.05 | 6.10 | 4.31 |
| Sharpe Ratio | NA | 0.60 | 1.31 | 1.03 | 0.56 | NA | NA | 0.73 | 0.34 | 1.35 | 2.67 | -0.07 | 0.12 | 0.76 | 1.83 | -0.76 | 1.95 | 0.26 | -0.03 | 0.20 | 2.20 | 2.11 | -0.14 | 0.59 | 2.13 | -1.77 | 0.91 | 1.10 | 1.09 | 1.48 | 3.06 | 1.04 | 0.37 |
| Standard Deviation(%) | NA | 11.25 | 10.02 | 10.45 | 10.46 | NA | NA | 8.48 | 13.70 | 8.35 | 7.37 | 12.46 | 10.96 | 18.03 | 6.99 | 9.44 | 4.31 | 9.02 | 8.64 | 7.51 | 6.40 | 5.95 | 9.44 | 8.96 | 7.71 | 5.22 | 8.06 | 6.99 | 5.57 | 5.97 | 4.69 | 4.76 | 5.08 |
| Draw Down(%) | NA | 10.80 | 10.80 | 13.74 | 23.63 | NA | NA | 23.63 | 9.80 | 5.46 | 3.79 | 10.78 | 7.16 | 23.63 | 3.72 | 13.56 | 1.92 | 8.45 | 8.89 | 7.05 | 3.62 | 4.45 | 11.10 | 8.25 | 4.04 | 9.73 | 6.39 | 8.11 | 4.12 | 5.59 | 2.53 | 4.39 | 3.04 |
| Yield(%) | NA | 14.93 | 10.41 | 7.52 | 5.32 | NA | NA | 4.29 | NA | 4.27 | 14.44 | 8.42 | 3.47 | 2.31 | 4.21 | 5.94 | 0.67 | 0.65 | 5.35 | 3.48 | 2.43 | 2.39 | 2.20 | 2.27 | 3.29 | 2.88 | 5.21 | 3.00 | 3.77 | 4.27 | 3.83 | 4.45 | 5.40 |
Data as of 03/31/2025, 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 Strategic Asset Allocation - Equal Weight Moderate |
-1.21%
Mar 2017 - Mar 2020 |
-0.14%
Mar 2015 - Mar 2020 |
2.97%
Mar 2010 - Mar 2020 |
4.14%
Sep 2007 - Sep 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 Strategic Asset Allocation - Equal Weight Moderate |
16.02%
May 2022 - May 2025 |
14.34%
Mar 2020 - Mar 2025 |
8.18%
Apr 2001 - Apr 2011 |
7.44%
Jun 2009 - Jun 2024 |
Annualized Rolling Returns Comparison Chart