Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RF (Regions Financial Corporation) | 6.95% | 38.84% | 22.25% | 9.06% | 15.25% | 14.18% | 2.26% | … | … |
Data as of 06/04/2026, Common starting date is 03/17/1980
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RF (Regions Financial Corporation) | 03/17/1980 | 06/04/2026 |
| 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 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | 1987 | 1986 | 1985 | 1984 | 1983 | 1982 | 1981 | 1980 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 3.15 | 38.84 | 22.25 | 9.06 | 15.25 | 14.18 | 2.26 | … | … | 6.95 | 20.23 | 27.00 | -5.69 | 2.33 | 39.36 | -1.61 | 33.35 | -20.59 | 22.95 | 53.41 | -6.93 | 8.63 | 40.21 | 66.84 | -38.08 | 33.09 | -31.39 | -64.03 | -33.61 | 14.95 | 0.03 | -0.10 | 15.64 | -23.18 | 13.85 | 13.99 | -37.67 | -4.44 | 63.24 | 20.20 | 38.71 | -4.25 | -10.69 | 21.34 | 68.31 | 2.16 | 13.01 | 11.82 | -36.42 | 33.08 | 49.43 | 18.37 | 38.68 | -8.62 | 12.62 | 47.14 |
| Sharpe Ratio | NA | 1.33 | 0.64 | 0.17 | 0.37 | NA | NA | … | … | 0.32 | 0.60 | 0.89 | -0.26 | 0.02 | 1.23 | -0.03 | 1.23 | -0.83 | 0.99 | 1.56 | -0.25 | 0.42 | 1.75 | 1.98 | -0.66 | 0.70 | -0.25 | -0.52 | -1.26 | 0.80 | -0.13 | -0.04 | 0.79 | -0.50 | 0.52 | 0.24 | -1.34 | -0.24 | 2.48 | 0.99 | 2.30 | -0.46 | -0.55 | 0.83 | 3.12 | -0.14 | 0.32 | 0.34 | -1.11 | 1.14 | 1.97 | 0.56 | 1.82 | -0.79 | 0.12 | 3.19 |
| Standard Deviation(%) | NA | 24.56 | 29.06 | 31.59 | 36.10 | NA | NA | … | … | 26.09 | 28.99 | 26.32 | 36.39 | 36.27 | 31.95 | 71.05 | 25.86 | 26.62 | 22.66 | 34.19 | 27.76 | 20.58 | 22.96 | 34.07 | 57.85 | 47.40 | 123.64 | 124.60 | 29.38 | 14.56 | 16.92 | 24.44 | 18.91 | 48.86 | 22.20 | 40.42 | 30.57 | 32.97 | 23.88 | 16.52 | 15.11 | 15.87 | 23.33 | 22.54 | 20.55 | 23.59 | 22.30 | 20.57 | 36.61 | 25.15 | 22.28 | 20.04 | 17.69 | 20.80 | 17.15 | 17.10 |
| Draw Down(%) | NA | 18.45 | 32.35 | 40.99 | 60.73 | NA | NA | … | … | 18.45 | 25.17 | 14.87 | 39.61 | 27.10 | 22.70 | 56.65 | 17.62 | 36.18 | 15.88 | 26.25 | 18.80 | 19.05 | 12.68 | 20.49 | 62.14 | 41.62 | 71.69 | 71.99 | 37.47 | 11.12 | 15.42 | 23.87 | 13.04 | 49.12 | 17.77 | 26.62 | 43.59 | 33.15 | 11.52 | 11.98 | 7.85 | 17.81 | 22.98 | 14.98 | 8.53 | 19.05 | 17.53 | 14.39 | 43.16 | 22.66 | 17.56 | 11.04 | 10.42 | 28.45 | 13.56 | 6.67 |
| Yield(%) | 0.97 | 5.00 | 5.66 | 3.98 | 7.03 | 8.41 | 1.66 | … | … | 1.94 | 4.43 | 5.03 | 4.10 | 3.26 | 4.08 | 3.63 | 4.32 | 2.65 | 2.18 | 2.70 | 2.19 | 1.82 | 1.37 | 0.92 | 0.57 | 0.74 | 1.51 | 4.12 | 3.84 | 5.10 | 3.86 | 4.49 | 3.59 | 3.87 | 4.13 | 4.60 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/04/2026, Common starting date is 03/17/1980
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RF (Regions Financial Corporation) |
-51.42%
Feb 2006 – Feb 2009 |
-35.92%
Sep 2006 – Sep 2011 |
-21.41%
Feb 1999 – Feb 2009 |
-12.13%
Sep 1996 – Sep 2011 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RF (Regions Financial Corporation) |
46.01%
Sep 2011 – Sep 2014 |
32.25%
Jun 1982 – Jun 1987 |
23.32%
Sep 2011 – Sep 2021 |
18.49%
Dec 1982 – Dec 1997 |
Annualized Rolling Returns Comparison Chart