Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RAGIX (RIVERFRONT ASSET ALLOCATION GROWTH & INCOME CLASS A) | 7.54% | 19.85% | 13.56% | 7.03% | NA | NA | NA | … | … |
Data as of 06/03/2026, Common starting date is 06/12/2018
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RAGIX (RIVERFRONT ASSET ALLOCATION GROWTH & INCOME CLASS A) | 06/12/2018 | 06/03/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.31 | 19.85 | 13.56 | 7.03 | NA | NA | NA | … | … | 7.54 | 14.35 | 10.74 | 14.06 | -14.30 | 13.27 | 6.84 | 18.24 | -13.41 |
| Sharpe Ratio | NA | 2.13 | 1.10 | 0.42 | NA | NA | NA | … | … | 1.70 | 1.03 | 0.81 | 1.16 | -1.08 | 1.49 | 0.29 | 1.89 | -2.13 |
| Standard Deviation(%) | NA | 8.48 | 9.83 | 10.72 | NA | NA | NA | … | … | 9.95 | 11.18 | 8.80 | 9.09 | 14.60 | 8.86 | 22.75 | 8.89 | 11.51 |
| Draw Down(%) | NA | 6.41 | 11.45 | 20.50 | NA | NA | NA | … | … | 6.41 | 11.27 | 5.38 | 8.85 | 20.50 | 5.24 | 27.34 | 5.50 | 16.25 |
| Yield(%) | 0.00 | 6.36 | 4.66 | 4.07 | 3.58 | 2.39 | 1.79 | … | … | 0.00 | 7.21 | 3.47 | 3.09 | 6.07 | 1.32 | 1.32 | 2.21 | 13.58 |
Data as of 06/03/2026, Common starting date is 06/12/2018
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RAGIX (RIVERFRONT ASSET ALLOCATION GROWTH & INCOME CLASS A) |
0.85%
Sep 2019 – Sep 2022 |
2.35%
Sep 2018 – Sep 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RAGIX (RIVERFRONT ASSET ALLOCATION GROWTH & INCOME CLASS A) |
14.86%
Sep 2022 – Sep 2025 |
9.73%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart