Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RGEAX (GLOBAL EQUITY FUND CLASS A) | 8.82% | 24.27% | 18.72% | 9.12% | 8.75% | 7.84% | NA | … | … |
Data as of 06/03/2026, Common starting date is 03/06/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RGEAX (GLOBAL EQUITY FUND CLASS A) | 03/06/2007 | 06/03/2026 |
| 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 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.08 | 24.27 | 18.72 | 9.12 | 8.75 | 7.84 | NA | … | … | 8.82 | 20.92 | 15.25 | 22.13 | -16.86 | 15.48 | -12.54 | 25.89 | -9.41 | 22.58 | 7.29 | -0.48 | 4.41 | 27.59 | 15.32 | -9.36 | 14.37 | 36.66 | -44.08 | 9.59 |
| Sharpe Ratio | NA | 1.98 | 1.16 | 0.42 | 0.37 | NA | NA | … | … | 1.59 | 1.07 | 0.98 | 1.52 | -0.83 | 1.04 | -0.31 | 2.33 | -0.80 | 1.17 | 0.47 | -0.03 | 0.40 | 2.40 | 1.02 | -0.37 | 0.73 | 1.34 | -1.07 | 0.51 |
| Standard Deviation(%) | NA | 11.92 | 13.90 | 15.95 | 19.42 | NA | NA | … | … | 13.98 | 16.98 | 11.84 | 12.26 | 22.06 | 14.86 | 40.63 | 10.47 | 13.47 | 18.78 | 14.96 | 14.98 | 10.89 | 11.47 | 15.12 | 25.51 | 19.57 | 27.25 | 41.88 | 17.09 |
| Draw Down(%) | NA | 9.51 | 16.79 | 29.40 | 33.27 | NA | NA | … | … | 9.51 | 16.79 | 7.63 | 9.98 | 25.91 | 9.20 | 33.26 | 6.31 | 19.11 | 11.75 | 13.70 | 14.37 | 9.61 | 7.12 | 15.83 | 24.38 | 16.13 | 26.13 | 55.03 | 11.78 |
| Yield(%) | 0.00 | 8.77 | 6.87 | 4.18 | 6.78 | 6.53 | 4.87 | … | … | 0.00 | 9.30 | 7.90 | 1.27 | 1.37 | 1.08 | 0.70 | 15.25 | 12.18 | 14.14 | 8.29 | 9.97 | 6.47 | 2.62 | 0.88 | 0.57 | 0.33 | 1.47 | 0.78 | 3.14 |
Data as of 06/03/2026, Common starting date is 03/06/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RGEAX (GLOBAL EQUITY FUND CLASS A) |
-11.32%
Jun 2007 – Jun 2010 |
-4.81%
May 2007 – May 2012 |
3.63%
May 2007 – May 2017 |
2.01%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RGEAX (GLOBAL EQUITY FUND CLASS A) |
23.80%
Feb 2009 – Feb 2012 |
20.21%
Feb 2009 – Feb 2014 |
13.03%
Feb 2009 – Feb 2019 |
9.99%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart