Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| RGCYX (GLOBAL OPPORTUNISTIC CREDIT FUND CLASS Y) | 3.71% | 6.31% | 8.18% | 4.07% | 3.83% | NA | NA | 4.33% |
Data as of 07/14/2025, AR inception is 10/04/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RGCYX (GLOBAL OPPORTUNISTIC CREDIT FUND CLASS Y) | 10/04/2010 | 07/14/2025 |
| 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 (%) | -0.23 | 6.31 | 8.18 | 4.07 | 3.83 | NA | NA | 4.33 | 3.71 | 7.34 | 11.23 | -11.37 | 2.70 | 3.72 | 11.00 | -3.97 | 9.94 | 10.88 | -2.89 | 1.22 | -0.65 | 16.74 | 3.79 | 0.68 |
| Sharpe Ratio | NA | 1.18 | 1.26 | 0.56 | 0.55 | NA | NA | 0.74 | 1.34 | 0.29 | 1.85 | -2.56 | 1.18 | 0.38 | 4.68 | -2.01 | 2.55 | 2.25 | -0.76 | 0.35 | -0.17 | 6.16 | 0.78 | 0.81 |
| Standard Deviation(%) | NA | 2.74 | 3.66 | 3.55 | 4.44 | NA | NA | 4.24 | 3.12 | 2.62 | 3.81 | 5.00 | 2.27 | 9.10 | 2.05 | 2.64 | 3.67 | 4.75 | 3.85 | 3.46 | 4.05 | 2.73 | 4.82 | 3.32 |
| Draw Down(%) | NA | 2.75 | 6.65 | 16.70 | 19.37 | NA | NA | 19.37 | 2.75 | 1.51 | 2.58 | 15.16 | 2.75 | 19.37 | 0.75 | 5.72 | 1.80 | 4.12 | 6.70 | 6.84 | 7.95 | 2.69 | 8.58 | 2.94 |
| Yield(%) | 0.00 | 4.98 | 5.24 | 4.43 | 4.40 | 4.66 | 3.49 | 4.99 | 1.19 | 5.46 | 5.10 | 4.08 | 4.50 | 3.82 | 6.30 | 4.61 | 4.76 | 4.44 | 3.93 | 6.16 | 4.79 | 7.93 | 6.56 | 0.97 |
Data as of 07/14/2025, AR inception is 10/04/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RGCYX (GLOBAL OPPORTUNISTIC CREDIT FUND CLASS Y) |
-2.54%
Sep 2019 - Sep 2022 |
-0.48%
Sep 2017 - Sep 2022 |
1.77%
Oct 2012 - Oct 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RGCYX (GLOBAL OPPORTUNISTIC CREDIT FUND CLASS Y) |
8.11%
Sep 2011 - Sep 2014 |
6.40%
Sep 2011 - Sep 2016 |
5.35%
Sep 2011 - Sep 2021 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart