Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RIGGX (INTERNATIONAL GROWTH AND INCOME FUND CLASS R-6) | 13.15% | 29.55% | 19.65% | 8.82% | 9.86% | 7.41% | NA | … | … |
Data as of 06/04/2026, Common starting date is 05/04/2009
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RIGGX (INTERNATIONAL GROWTH AND INCOME FUND CLASS R-6) | 05/04/2009 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.28 | 29.55 | 19.65 | 8.82 | 9.86 | 7.41 | NA | … | … | 13.15 | 35.56 | 3.67 | 15.71 | -15.17 | 10.24 | 8.19 | 27.54 | -14.10 | 26.50 | 1.93 | -7.97 | -2.92 | 18.48 | 19.30 | -7.25 | 9.00 | 27.83 |
| Sharpe Ratio | NA | 2.14 | 1.26 | 0.45 | 0.52 | NA | NA | … | … | 1.93 | 2.44 | 0.00 | 1.02 | -0.83 | 0.81 | 0.26 | 2.42 | -1.15 | 3.97 | 0.11 | -0.54 | -0.28 | 1.62 | 1.34 | -0.30 | 0.47 | 2.42 |
| Standard Deviation(%) | NA | 13.11 | 13.12 | 14.57 | 16.01 | NA | NA | … | … | 17.04 | 13.48 | 11.70 | 11.87 | 19.99 | 12.57 | 30.57 | 10.77 | 13.49 | 6.54 | 16.01 | 14.81 | 10.36 | 11.41 | 14.53 | 24.13 | 18.96 | 18.36 |
| Draw Down(%) | NA | 10.87 | 12.57 | 30.23 | 35.75 | NA | NA | … | … | 10.87 | 12.57 | 8.68 | 10.62 | 28.88 | 7.78 | 35.75 | 6.59 | 22.19 | 2.02 | 10.80 | 16.52 | 12.59 | 9.63 | 13.02 | 22.39 | 15.89 | 8.02 |
| Yield(%) | 0.00 | 9.06 | 6.01 | 4.83 | 4.96 | 4.58 | 5.14 | … | … | 0.48 | 10.60 | 3.80 | 2.97 | 3.57 | 7.44 | 1.78 | 3.39 | 2.63 | 2.67 | 2.11 | 3.22 | 6.44 | 7.47 | 3.42 | 4.90 | 3.81 | 2.95 |
Data as of 06/04/2026, Common starting date is 05/04/2009
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RIGGX (INTERNATIONAL GROWTH AND INCOME FUND CLASS R-6) |
-3.07%
Dec 2013 – Dec 2016 |
-1.03%
Mar 2015 – Mar 2020 |
2.90%
Mar 2010 – Mar 2020 |
5.36%
Dec 2009 – Dec 2024 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RIGGX (INTERNATIONAL GROWTH AND INCOME FUND CLASS R-6) |
21.90%
Sep 2022 – Sep 2025 |
13.46%
Jun 2009 – Jun 2014 |
10.78%
Feb 2016 – Feb 2026 |
7.61%
Jun 2010 – Jun 2025 |
Annualized Rolling Returns Comparison Chart