Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| RGEYX (Threadneedle Global Equity Income R4) | NA | 32.00% | NA | NA | NA | NA | NA | 5.65% |
Data as of 07/01/2011, AR inception is 07/30/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RGEYX (Threadneedle Global Equity Income R4) | 07/30/2008 | 07/01/2011 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2011 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 32.00 | NA | NA | NA | NA | NA | 5.65 | 1.87 | 19.36 | 31.41 | -30.14 |
| Sharpe Ratio | NA | 2.27 | NA | NA | NA | NA | NA | 0.14 | 0.28 | 1.12 | 1.26 | -1.11 |
| Standard Deviation(%) | NA | 14.09 | NA | NA | NA | NA | NA | 27.22 | 13.41 | 17.28 | 24.95 | 51.64 |
| Draw Down(%) | NA | 8.36 | NA | NA | NA | NA | NA | 46.67 | 8.36 | 15.10 | 25.45 | 41.34 |
| Yield(%) | 0.00 | 3.58 | 2.60 | 1.56 | 0.78 | 0.52 | 0.39 | 3.89 | 0.00 | 4.56 | 4.72 | 0.37 |
Data as of 07/01/2011, AR inception is 07/30/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RGEYX (Threadneedle Global Equity Income R4) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RGEYX (Threadneedle Global Equity Income R4) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart