Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| RGECX (GLOBAL EQUITY FUND CLASS C) | 9.51% | 4.86% | 12.34% | 4.24% | 4.66% | 6.91% | NA | 4.22% |
Data as of 07/21/2025, AR inception is 03/06/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RGECX (GLOBAL EQUITY FUND CLASS C) | 03/06/2007 | 07/21/2025 |
| 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 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.19 | 4.86 | 12.34 | 4.24 | 4.66 | 6.91 | NA | 4.22 | 9.51 | 7.57 | 21.11 | -17.38 | 14.41 | -13.59 | 25.04 | -10.11 | 21.64 | 6.57 | -1.29 | 3.65 | 26.51 | 14.47 | -10.07 | 13.62 | 35.40 | -44.47 | 8.87 |
| Sharpe Ratio | NA | 0.08 | 0.62 | 0.11 | 0.16 | NA | NA | 0.15 | 0.70 | 0.07 | 1.38 | -0.85 | 1.00 | -0.34 | 2.25 | -0.86 | 1.15 | 0.42 | -0.09 | 0.33 | 2.29 | 0.96 | -0.40 | 0.69 | 1.30 | -1.08 | 0.46 |
| Standard Deviation(%) | NA | 19.96 | 16.64 | 20.60 | 19.92 | NA | NA | 21.30 | 21.06 | 14.65 | 12.35 | 22.03 | 14.45 | 40.96 | 10.49 | 13.40 | 18.35 | 15.06 | 15.03 | 10.93 | 11.54 | 15.13 | 25.49 | 19.57 | 27.11 | 42.01 | 17.14 |
| Draw Down(%) | NA | 20.72 | 20.72 | 34.52 | 34.52 | NA | NA | 59.87 | 16.85 | 9.89 | 10.10 | 26.42 | 9.29 | 33.40 | 6.31 | 19.60 | 11.51 | 13.71 | 14.54 | 9.72 | 7.16 | 15.92 | 24.61 | 16.13 | 26.21 | 55.33 | 11.90 |
| Yield(%) | 0.00 | 0.01 | 0.37 | 0.23 | 4.78 | 5.88 | 3.46 | 3.84 | 0.00 | 0.01 | 0.27 | 0.68 | 0.20 | 0.00 | 14.51 | 11.47 | 13.66 | 7.55 | 9.18 | 5.71 | 2.14 | 0.00 | 0.00 | 0.00 | 0.54 | 0.10 | 2.63 |
Data as of 07/21/2025, AR inception is 03/06/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RGECX (GLOBAL EQUITY FUND CLASS C) |
-12.04%
Jun 2007 - Jun 2010 |
-5.55%
May 2007 - May 2012 |
2.84%
May 2007 - May 2017 |
1.20%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RGECX (GLOBAL EQUITY FUND CLASS C) |
22.90%
Feb 2009 - Feb 2012 |
19.33%
Feb 2009 - Feb 2014 |
12.19%
Feb 2009 - Feb 2019 |
9.13%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart