Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RCIRX (Regan Total Return Income Fund Institutional Class) | 0.88% | 5.18% | 6.56% | 4.84% | NA | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 10/02/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RCIRX (Regan Total Return Income Fund Institutional Class) | 10/02/2020 | 06/05/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.21 | 5.18 | 6.56 | 4.84 | NA | NA | NA | … | … | 0.88 | 7.85 | 6.99 | 7.59 | -2.01 | 7.20 | 8.51 |
| Sharpe Ratio | NA | 1.59 | 1.60 | 1.16 | NA | NA | NA | … | … | 0.09 | 2.41 | 1.53 | 1.68 | -1.95 | 5.46 | 12.05 |
| Standard Deviation(%) | NA | 1.93 | 2.17 | 2.04 | NA | NA | NA | … | … | 2.15 | 2.07 | 2.20 | 2.36 | 1.77 | 1.31 | 3.26 |
| Draw Down(%) | NA | 1.45 | 1.57 | 4.43 | NA | NA | NA | … | … | 1.45 | 1.57 | 0.94 | 1.06 | 4.43 | 0.39 | 0.19 |
| Yield(%) | 0.00 | 6.02 | 6.08 | 6.05 | 4.00 | 2.67 | 2.00 | … | … | 1.40 | 5.71 | 6.13 | 6.32 | 5.17 | 11.13 | 5.20 |
Data as of 06/05/2026, Common starting date is 10/02/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RCIRX (Regan Total Return Income Fund Institutional Class) |
3.37%
Apr 2021 – Apr 2024 |
4.90%
May 2021 – May 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RCIRX (Regan Total Return Income Fund Institutional Class) |
7.91%
Oct 2022 – Oct 2025 |
5.80%
Nov 2020 – Nov 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart