Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RGCYX (GLOBAL OPPORTUNISTIC CREDIT FUND CLASS Y) | 1.50% | 6.82% | 8.42% | 3.28% | 4.17% | 4.12% | NA | … | … |
Data as of 06/04/2026, Common starting date is 10/04/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RGCYX (GLOBAL OPPORTUNISTIC CREDIT FUND CLASS Y) | 10/04/2010 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.23 | 6.82 | 8.42 | 3.28 | 4.17 | 4.12 | NA | … | … | 1.50 | 8.72 | 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 | 2.23 | 1.97 | 0.26 | 0.62 | NA | NA | … | … | 0.76 | 2.34 | 1.42 | 2.01 | -2.57 | 1.18 | 0.38 | 4.64 | -2.04 | 2.54 | 2.25 | -0.76 | 0.35 | -0.17 | 6.16 | 0.78 | 0.81 |
| Standard Deviation(%) | NA | 2.24 | 2.85 | 3.44 | 4.28 | NA | NA | … | … | 2.76 | 2.51 | 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 | 2.03 | 2.75 | 16.70 | 19.37 | NA | NA | … | … | 2.03 | 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 | 5.52 | 5.95 | 4.61 | 4.67 | 4.74 | 3.75 | … | … | 1.26 | 5.94 | 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 06/04/2026, 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 |
|---|---|---|---|---|
| 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 |
4.13%
Mar 2011 – Mar 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RGCYX (GLOBAL OPPORTUNISTIC CREDIT FUND CLASS Y) |
9.88%
Oct 2022 – Oct 2025 |
6.40%
Sep 2011 – Sep 2016 |
5.35%
Sep 2011 – Sep 2021 |
4.38%
Nov 2010 – Nov 2025 |
Annualized Rolling Returns Comparison Chart