Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RLGCX (RIVERFRONT DYNAMIC EQUITY INCOME FUND CLASS C) | 7.39% | 19.21% | 12.81% | 5.42% | 6.34% | 5.72% | NA | … | … |
Data as of 06/03/2026, Common starting date is 08/10/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RLGCX (RIVERFRONT DYNAMIC EQUITY INCOME FUND CLASS C) | 08/10/2010 | 06/03/2026 |
| 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 (%) | 0.33 | 19.21 | 12.81 | 5.42 | 6.34 | 5.72 | NA | … | … | 7.39 | 13.55 | 9.90 | 13.24 | -18.35 | 12.41 | 6.11 | 17.35 | -12.03 | 16.47 | 5.78 | -1.01 | 2.13 | 17.34 | 9.50 | -3.22 | 10.31 |
| Sharpe Ratio | NA | 2.05 | 1.03 | 0.27 | 0.39 | NA | NA | … | … | 1.67 | 0.96 | 0.72 | 1.08 | -1.32 | 1.41 | 0.26 | 1.79 | -1.12 | 2.83 | 0.45 | -0.08 | 0.22 | 1.72 | 0.93 | -0.17 | 2.44 |
| Standard Deviation(%) | NA | 8.45 | 9.80 | 10.82 | 12.10 | NA | NA | … | … | 9.89 | 11.18 | 8.76 | 8.99 | 15.02 | 8.81 | 22.63 | 8.87 | 11.97 | 5.62 | 12.24 | 13.72 | 9.52 | 10.05 | 10.25 | 18.68 | 11.46 |
| Draw Down(%) | NA | 6.25 | 11.72 | 20.93 | 27.65 | NA | NA | … | … | 6.25 | 11.34 | 5.38 | 8.99 | 20.93 | 5.33 | 27.40 | 5.57 | 19.34 | 1.75 | 10.03 | 14.18 | 8.25 | 8.01 | 8.27 | 17.92 | 4.12 |
| Yield(%) | 0.00 | 6.10 | 4.13 | 2.89 | 3.90 | 3.87 | 3.30 | … | … | 0.00 | 6.76 | 2.84 | 2.44 | 2.41 | 0.73 | 0.87 | 1.45 | 13.64 | 3.54 | 1.04 | 3.16 | 4.97 | 4.61 | 1.83 | 0.63 | 0.56 |
Data as of 06/03/2026, Common starting date is 08/10/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RLGCX (RIVERFRONT DYNAMIC EQUITY INCOME FUND CLASS C) |
-2.27%
Mar 2017 – Mar 2020 |
-0.50%
Mar 2015 – Mar 2020 |
2.72%
Oct 2013 – Oct 2023 |
5.16%
Mar 2011 – Mar 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RLGCX (RIVERFRONT DYNAMIC EQUITY INCOME FUND CLASS C) |
13.38%
May 2023 – May 2026 |
8.08%
May 2012 – May 2017 |
7.29%
Sep 2011 – Sep 2021 |
5.68%
Nov 2010 – Nov 2025 |
Annualized Rolling Returns Comparison Chart
