Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RLGAX (RIVERFRONT DYNAMIC EQUITY INCOME FUND CLASS A) | 8.57% | 20.89% | 13.93% | 6.26% | 7.18% | 6.64% | NA | … | … |
Data as of 06/04/2026, Common starting date is 08/03/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RLGAX (RIVERFRONT DYNAMIC EQUITY INCOME FUND CLASS A) | 08/03/2010 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.63 | 20.89 | 13.93 | 6.26 | 7.18 | 6.64 | NA | … | … | 8.57 | 14.33 | 10.82 | 14.04 | -17.61 | 13.33 | 6.83 | 18.24 | -11.31 | 17.31 | 6.40 | -0.29 | 2.96 | 18.21 | 10.34 | -2.46 | 10.19 |
| Sharpe Ratio | NA | 2.18 | 1.12 | 0.35 | 0.46 | NA | NA | … | … | 1.83 | 1.03 | 0.82 | 1.15 | -1.28 | 1.51 | 0.29 | 1.89 | -1.06 | 2.96 | 0.51 | -0.02 | 0.31 | 1.80 | 1.02 | -0.13 | 2.32 |
| Standard Deviation(%) | NA | 8.47 | 9.80 | 10.81 | 12.13 | NA | NA | … | … | 9.90 | 11.16 | 8.74 | 9.10 | 14.96 | 8.82 | 22.79 | 8.86 | 11.98 | 5.65 | 12.21 | 13.73 | 9.56 | 10.10 | 10.18 | 18.77 | 11.27 |
| Draw Down(%) | NA | 6.09 | 11.44 | 20.49 | 27.32 | NA | NA | … | … | 6.09 | 11.25 | 5.30 | 8.85 | 20.49 | 5.30 | 27.32 | 5.49 | 18.80 | 1.71 | 9.95 | 13.90 | 8.07 | 7.99 | 8.20 | 17.57 | 4.03 |
| Yield(%) | 0.00 | 6.70 | 4.80 | 3.45 | 4.45 | 4.56 | 3.85 | … | … | 0.34 | 7.20 | 3.47 | 3.08 | 2.92 | 1.32 | 1.32 | 2.13 | 13.81 | 3.88 | 1.38 | 3.45 | 5.63 | 5.34 | 2.51 | 1.01 | 0.49 |
Data as of 06/04/2026, Common starting date is 08/03/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RLGAX (RIVERFRONT DYNAMIC EQUITY INCOME FUND CLASS A) |
-1.53%
Mar 2017 – Mar 2020 |
0.21%
Mar 2015 – Mar 2020 |
3.49%
Oct 2013 – Oct 2023 |
5.96%
Mar 2011 – Mar 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RLGAX (RIVERFRONT DYNAMIC EQUITY INCOME FUND CLASS A) |
14.31%
May 2023 – May 2026 |
8.89%
Mar 2020 – Mar 2025 |
8.09%
Sep 2011 – Sep 2021 |
6.47%
Nov 2010 – Nov 2025 |
Annualized Rolling Returns Comparison Chart