Performance Comparison
Portfolio Performance Comparison
The return data shown below all have the same latest date: 05/19/2025.
| Name | Inception | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR |
|---|---|---|---|---|---|---|---|---|
| RGCAX (GLOBAL OPPORTUNISTIC CREDIT FUND CLASS A) | 3.80% | 1.32% | 5.57% | 5.68% | 4.47% | 3.22% | NA | NA |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RGCAX (GLOBAL OPPORTUNISTIC CREDIT FUND CLASS A) | 10/04/2010 | 05/19/2025 |
The return data shown below all have the same latest date: 05/19/2025.
AR inception is since 10/04/2010.
AR inception is since 10/04/2010.
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.24 | 5.57 | 5.68 | 4.47 | 3.22 | NA | NA | 3.80 | 1.32 | 6.97 | 10.74 | -11.61 | 2.32 | 3.40 | 10.68 | -3.44 | 9.53 | 10.58 | -3.19 | 0.87 | -0.92 | 16.43 | 3.37 | -0.40 |
| Sharpe Ratio | NA | -0.26 | 0.28 | 0.53 | 0.33 | NA | NA | 0.57 | 0.17 | 0.14 | 1.69 | -2.57 | 0.68 | 0.35 | 4.62 | -1.81 | 2.43 | 2.20 | -0.83 | 0.25 | -0.24 | 6.01 | 0.69 | -0.45 |
| Standard Deviation(%) | NA | 2.88 | 3.93 | 3.92 | 4.53 | NA | NA | 4.32 | 3.61 | 2.66 | 3.86 | 5.07 | 3.39 | 9.09 | 2.01 | 2.63 | 3.68 | 4.72 | 3.88 | 3.45 | 4.00 | 2.75 | 4.86 | 3.77 |
| Draw Down(%) | NA | 3.63 | 7.27 | 16.97 | 19.37 | NA | NA | 19.37 | 3.63 | 1.42 | 2.83 | 15.33 | 2.82 | 19.37 | 0.68 | 5.20 | 1.81 | 4.06 | 6.81 | 7.00 | 8.02 | 2.80 | 8.69 | 3.33 |
| Yield(%) | 0.00 | 4.41 | 4.50 | 4.30 | 4.11 | 4.32 | 3.24 | 4.63 | 0.00 | 5.21 | 4.87 | 3.79 | 4.24 | 3.53 | 5.97 | 5.09 | 4.46 | 4.14 | 3.66 | 5.83 | 4.54 | 7.61 | 6.36 | 0.00 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RGCAX (GLOBAL OPPORTUNISTIC CREDIT FUND CLASS A) |
-2.82%
Sep 2019 - Sep 2022 |
-0.63%
Sep 2017 - Sep 2022 |
1.54%
Oct 2012 - Oct 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RGCAX (GLOBAL OPPORTUNISTIC CREDIT FUND CLASS A) |
7.76%
Sep 2011 - Sep 2014 |
6.19%
Jan 2016 - Jan 2021 |
5.11%
Sep 2011 - Sep 2021 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart