Performance Comparison
Portfolio Performance Comparison
The return data shown below all have the same latest date: 07/08/2009.
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| RGRIX (Regions Morgan Keegan Select Growth I) | NA | -26.05% | -6.55% | -1.46% | NA | NA | NA | -2.24% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RGRIX (Regions Morgan Keegan Select Growth I) | 06/23/2004 | 07/08/2009 |
The return data shown below all have the same latest date: 07/08/2009.
AR inception is since 06/23/2004.
AR inception is since 06/23/2004.
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -26.05 | -6.55 | -1.46 | NA | NA | NA | -2.24 | 4.07 | -34.31 | 12.77 | 6.90 | 9.58 | -1.15 |
| Sharpe Ratio | NA | -0.62 | -0.30 | -0.15 | NA | NA | NA | -0.19 | 0.27 | -0.90 | 0.60 | 0.29 | 0.68 | -0.33 |
| Standard Deviation(%) | NA | 42.38 | 28.03 | 23.11 | NA | NA | NA | 22.55 | 29.06 | 39.05 | 16.24 | 12.28 | 10.90 | 10.08 |
| Draw Down(%) | NA | 41.16 | 48.85 | 48.85 | NA | NA | NA | 48.85 | 20.55 | 45.36 | 9.13 | 9.61 | 5.93 | 9.18 |
| Yield(%) | 0.00 | 0.28 | 0.36 | 0.33 | 0.16 | 0.10 | 0.08 | 0.31 | 0.00 | 0.26 | 0.46 | 0.56 | 0.09 | 0.00 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RGRIX (Regions Morgan Keegan Select Growth I) |
-11.99%
Feb 2006 - Feb 2009 |
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 |
|---|---|---|---|---|
| RGRIX (Regions Morgan Keegan Select Growth I) |
13.32%
Oct 2004 - Oct 2007 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart