Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RIGIX (INTERNATIONAL GROWTH AND INCOME FUND CLASS R-5E) | 13.08% | 29.35% | 19.47% | 8.66% | 9.75% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 11/23/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RIGIX (INTERNATIONAL GROWTH AND INCOME FUND CLASS R-5E) | 11/23/2015 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.28 | 29.35 | 19.47 | 8.66 | 9.75 | NA | NA | … | … | 13.08 | 35.35 | 3.55 | 15.48 | -15.28 | 10.05 | 7.99 | 27.41 | -14.23 | 26.30 | 2.28 | -2.80 |
| Sharpe Ratio | NA | 2.13 | 1.24 | 0.43 | 0.51 | NA | NA | … | … | 1.91 | 2.42 | -0.01 | 1.00 | -0.84 | 0.80 | 0.25 | 2.41 | -1.16 | 3.79 | 0.13 | -1.89 |
| Standard Deviation(%) | NA | 13.11 | 13.13 | 14.57 | 16.03 | NA | NA | … | … | 17.05 | 13.48 | 11.71 | 11.88 | 19.98 | 12.58 | 30.60 | 10.78 | 13.49 | 6.80 | 15.98 | 12.80 |
| Draw Down(%) | NA | 10.88 | 12.57 | 30.39 | 35.76 | NA | NA | … | … | 10.88 | 12.57 | 8.66 | 10.64 | 28.96 | 7.86 | 35.76 | 6.57 | 22.29 | 2.02 | 10.84 | 5.11 |
| Yield(%) | 0.00 | 8.92 | 5.84 | 4.70 | 4.84 | 3.25 | 2.44 | … | … | 0.44 | 10.43 | 3.65 | 2.81 | 3.44 | 7.29 | 1.65 | 3.25 | 2.51 | 2.50 | 2.52 | 0.57 |
Data as of 06/04/2026, Common starting date is 11/23/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RIGIX (INTERNATIONAL GROWTH AND INCOME FUND CLASS R-5E) |
-1.92%
Sep 2019 – Sep 2022 |
-0.59%
Sep 2017 – Sep 2022 |
8.69%
Dec 2015 – Dec 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RIGIX (INTERNATIONAL GROWTH AND INCOME FUND CLASS R-5E) |
21.71%
Sep 2022 – Sep 2025 |
12.15%
Oct 2020 – Oct 2025 |
10.67%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart