Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| RIGGX (INTERNATIONAL GROWTH AND INCOME FUND CLASS R-6) | 18.15% | 14.55% | 13.60% | 10.84% | 5.87% | 7.16% | NA | 7.76% |
Data as of 06/24/2025, AR inception 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 | 06/24/2025 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.07 | 14.55 | 13.60 | 10.84 | 5.87 | 7.16 | NA | 7.76 | 18.15 | 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 | 0.59 | 0.76 | 0.56 | 0.27 | NA | NA | 0.41 | 2.06 | 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 | 14.99 | 14.13 | 14.86 | 16.29 | NA | NA | 16.40 | 17.12 | 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 | 12.57 | 14.49 | 30.23 | 35.75 | NA | NA | 35.75 | 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 | 2.33 | 3.92 | 4.63 | 3.45 | 4.84 | 4.33 | 5.42 | 0.49 | 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 06/24/2025, AR inception 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) |
15.01%
Dec 2018 - Dec 2021 |
13.46%
Jun 2009 - Jun 2014 |
8.00%
Sep 2011 - Sep 2021 |
7.25%
May 2010 - May 2025 |
Annualized Rolling Returns Comparison Chart