Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RF-PB (Regions Financial Corporation) | NA | 13.70% | 2.13% | 4.47% | 6.09% | NA | NA | … | … |
Data as of 09/13/2024, Common starting date is 04/29/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RF-PB (Regions Financial Corporation) | 04/29/2014 | 09/13/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.08 | 13.70 | 2.13 | 4.47 | 6.09 | NA | NA | … | … | 13.72 | 2.73 | -11.77 | 8.73 | 5.61 | 20.61 | -7.44 | 13.32 | 3.62 | 13.71 | 6.76 |
| Sharpe Ratio | NA | 0.87 | -0.04 | 0.09 | 0.22 | NA | NA | … | … | 2.23 | -0.04 | -0.85 | 0.70 | 0.10 | 1.92 | -1.12 | 1.60 | 0.26 | 1.83 | 2.36 |
| Standard Deviation(%) | NA | 10.46 | 22.46 | 29.93 | 22.13 | NA | NA | … | … | 6.89 | 34.84 | 15.45 | 12.44 | 53.00 | 9.98 | 7.85 | 7.94 | 12.98 | 7.48 | 4.29 |
| Draw Down(%) | NA | 10.70 | 27.24 | 47.10 | 47.10 | NA | NA | … | … | 3.31 | 24.37 | 13.64 | 7.98 | 47.10 | 4.94 | 10.58 | 4.72 | 14.20 | 4.57 | 1.74 |
| Yield(%) | 0.00 | 6.79 | 5.62 | 5.85 | 6.35 | 4.47 | 3.35 | … | … | 5.13 | 6.55 | 5.51 | 5.71 | 5.55 | 6.33 | 5.74 | 5.96 | 5.90 | 6.31 | 4.05 |
Data as of 09/13/2024, Common starting date is 04/29/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RF-PB (Regions Financial Corporation) |
-3.99%
Oct 2020 – Oct 2023 |
1.19%
Oct 2018 – Oct 2023 |
5.92%
Jun 2014 – Jun 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RF-PB (Regions Financial Corporation) |
11.88%
Jul 2014 – Jul 2017 |
8.79%
Jan 2015 – Jan 2020 |
6.14%
Jul 2014 – Jul 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart