Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RIGEX (INTERNATIONAL GROWTH AND INCOME FUND CLASS R-4) | 12.55% | 28.63% | 19.09% | 7.15% | 8.89% | 6.66% | NA | … | … |
Data as of 06/04/2026, Common starting date is 10/10/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RIGEX (INTERNATIONAL GROWTH AND INCOME FUND CLASS R-4) | 10/10/2008 | 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 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.28 | 28.63 | 19.09 | 7.15 | 8.89 | 6.66 | NA | … | … | 12.55 | 25.28 | 2.13 | 15.28 | -16.42 | 5.00 | 7.82 | 27.10 | -14.42 | 26.08 | 2.18 | -8.25 | -3.14 | 18.10 | 18.90 | -7.55 | 8.66 | 35.33 | 3.99 |
| Sharpe Ratio | NA | 2.06 | 1.21 | 0.33 | 0.46 | NA | NA | … | … | 1.81 | 1.54 | -0.38 | 0.94 | -0.89 | 0.39 | 0.25 | 2.38 | -1.17 | 3.90 | 0.12 | -0.56 | -0.27 | 1.58 | 1.31 | -0.31 | 0.45 | 1.57 | 0.43 |
| Standard Deviation(%) | NA | 13.19 | 13.16 | 14.61 | 16.04 | NA | NA | … | … | 17.21 | 14.86 | 11.79 | 11.88 | 20.02 | 12.67 | 30.63 | 10.78 | 13.49 | 6.56 | 15.98 | 14.81 | 11.68 | 11.43 | 14.53 | 24.15 | 18.96 | 22.46 | 44.76 |
| Draw Down(%) | NA | 11.24 | 12.58 | 33.60 | 35.80 | NA | NA | … | … | 11.24 | 12.58 | 9.06 | 10.68 | 29.04 | 9.42 | 35.80 | 6.60 | 22.45 | 2.05 | 10.84 | 16.61 | 13.18 | 9.68 | 13.09 | 22.50 | 15.90 | 17.82 | 17.12 |
| Yield(%) | 0.00 | 8.29 | 5.44 | 3.47 | 3.81 | 3.80 | 4.75 | … | … | 0.00 | 10.18 | 3.43 | 2.60 | 2.33 | 2.59 | 1.47 | 2.99 | 2.28 | 2.27 | 2.39 | 2.89 | 6.12 | 7.13 | 3.10 | 4.60 | 3.54 | 4.71 | 0.00 |
Data as of 06/04/2026, Common starting date is 10/10/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RIGEX (INTERNATIONAL GROWTH AND INCOME FUND CLASS R-4) |
-3.56%
Sep 2019 – Sep 2022 |
-1.68%
Sep 2017 – Sep 2022 |
2.18%
Oct 2013 – Oct 2023 |
4.66%
Dec 2009 – Dec 2024 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RIGEX (INTERNATIONAL GROWTH AND INCOME FUND CLASS R-4) |
20.99%
Sep 2022 – Sep 2025 |
17.06%
Feb 2009 – Feb 2014 |
9.84%
Feb 2016 – Feb 2026 |
7.62%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart