Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RGCAX (GLOBAL OPPORTUNISTIC CREDIT FUND CLASS A) | 1.05% | 6.27% | 7.92% | 2.85% | 3.88% | 3.82% | NA | … | … |
Data as of 06/05/2026, Common starting date is 10/04/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RGCAX (GLOBAL OPPORTUNISTIC CREDIT FUND CLASS A) | 10/04/2010 | 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 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.58 | 6.27 | 7.92 | 2.85 | 3.88 | 3.82 | NA | … | … | 1.05 | 8.39 | 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 | 1.64 | 1.62 | 0.10 | 0.52 | NA | NA | … | … | -0.01 | 2.18 | 1.26 | 1.85 | -2.58 | 0.68 | 0.34 | 4.59 | -1.84 | 2.42 | 2.19 | -0.83 | 0.25 | -0.24 | 6.01 | 0.69 | -0.45 |
| Standard Deviation(%) | NA | 2.21 | 2.88 | 3.48 | 4.36 | NA | NA | … | … | 2.71 | 2.54 | 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 | 2.07 | 2.92 | 16.97 | 19.37 | NA | NA | … | … | 2.07 | 2.92 | 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 | 5.24 | 5.65 | 4.35 | 4.47 | 4.53 | 3.52 | … | … | 1.17 | 5.61 | 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 |
Data as of 06/05/2026, Common starting date is 10/04/2010
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 |
3.84%
Mar 2011 – Mar 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RGCAX (GLOBAL OPPORTUNISTIC CREDIT FUND CLASS A) |
9.49%
Oct 2022 – Oct 2025 |
6.19%
Jan 2016 – Jan 2021 |
5.11%
Sep 2011 – Sep 2021 |
4.03%
Nov 2010 – Nov 2025 |
Annualized Rolling Returns Comparison Chart