Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RLIIX (RIVERFRONT DYNAMIC EQUITY INCOME FUND CLASS I) | 8.23% | 20.76% | 14.06% | 6.43% | 7.39% | 6.87% | NA | … | … |
Data as of 06/04/2026, Common starting date is 08/10/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RLIIX (RIVERFRONT DYNAMIC EQUITY INCOME FUND CLASS I) | 08/10/2010 | 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 | 20.76 | 14.06 | 6.43 | 7.39 | 6.87 | NA | … | … | 8.23 | 8.73 | 11.11 | 14.27 | -17.35 | 13.57 | 7.14 | 18.51 | -11.14 | 17.59 | 6.56 | 0.05 | 3.14 | 18.51 | 10.65 | -2.25 | 10.63 |
| Sharpe Ratio | NA | 2.14 | 1.13 | 0.36 | 0.47 | NA | NA | … | … | 1.69 | 0.49 | 0.51 | 1.11 | -1.25 | 1.53 | 0.30 | 1.93 | -1.05 | 3.05 | 0.52 | 0.00 | 0.33 | 1.84 | 1.05 | -0.12 | 2.52 |
| Standard Deviation(%) | NA | 8.53 | 9.83 | 10.85 | 12.14 | NA | NA | … | … | 10.06 | 12.09 | 8.79 | 9.11 | 15.04 | 8.87 | 22.76 | 8.89 | 11.95 | 5.58 | 12.20 | 13.69 | 9.50 | 10.05 | 10.15 | 18.72 | 11.47 |
| Draw Down(%) | NA | 6.43 | 11.37 | 20.34 | 27.35 | NA | NA | … | … | 6.43 | 11.16 | 5.32 | 8.82 | 20.34 | 5.26 | 27.35 | 5.51 | 18.64 | 1.79 | 10.00 | 13.79 | 8.05 | 7.93 | 8.08 | 17.58 | 4.11 |
| Yield(%) | 0.00 | 6.54 | 4.91 | 3.60 | 4.65 | 4.78 | 4.07 | … | … | 0.00 | 7.47 | 3.72 | 3.34 | 3.12 | 1.57 | 1.49 | 2.40 | 14.04 | 4.08 | 1.52 | 3.58 | 5.90 | 5.62 | 2.76 | 1.35 | 1.19 |
Data as of 06/04/2026, 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 |
|---|---|---|---|---|
| RLIIX (RIVERFRONT DYNAMIC EQUITY INCOME FUND CLASS I) |
-1.29%
Mar 2017 – Mar 2020 |
0.45%
Mar 2015 – Mar 2020 |
3.74%
Oct 2013 – Oct 2023 |
6.19%
Mar 2011 – Mar 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RLIIX (RIVERFRONT DYNAMIC EQUITY INCOME FUND CLASS I) |
14.42%
May 2023 – May 2026 |
9.16%
Mar 2020 – Mar 2025 |
8.35%
Sep 2011 – Sep 2021 |
6.73%
Nov 2010 – Nov 2025 |
Annualized Rolling Returns Comparison Chart