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Performance Comparison
Comparison Box

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