Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RM (Regional Management Corp.) | -5.64% | 38.38% | 13.98% | -1.78% | 9.64% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 03/29/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RM (Regional Management Corp.) | 03/29/2012 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.96 | 38.38 | 13.98 | -1.78 | 9.64 | NA | NA | … | … | -5.64 | 18.11 | 41.51 | -6.63 | -49.62 | 96.34 | 0.23 | 24.86 | -8.59 | 0.11 | 69.88 | -2.15 | -53.40 | 105.02 | -1.31 |
| Sharpe Ratio | NA | 0.98 | 0.34 | -0.09 | 0.19 | NA | NA | … | … | -0.24 | 0.37 | 0.87 | -0.25 | -1.27 | 2.26 | 0.00 | 0.72 | -0.26 | -0.02 | 1.91 | -0.06 | -0.80 | 3.51 | -0.05 |
| Standard Deviation(%) | NA | 40.39 | 42.84 | 41.94 | 46.40 | NA | NA | … | … | 45.06 | 41.49 | 43.70 | 40.82 | 40.34 | 42.53 | 87.03 | 32.40 | 37.85 | 31.20 | 36.56 | 38.10 | 67.12 | 29.89 | 34.99 |
| Draw Down(%) | NA | 31.05 | 38.09 | 64.63 | 71.10 | NA | NA | … | … | 22.81 | 27.44 | 22.31 | 41.62 | 51.48 | 20.36 | 65.27 | 19.33 | 36.55 | 32.25 | 28.38 | 30.01 | 68.61 | 15.86 | 24.11 |
| Yield(%) | 0.00 | 4.47 | 4.39 | 2.51 | 3.75 | 2.60 | 1.95 | … | … | 1.53 | 3.59 | 4.53 | 4.15 | 2.09 | 3.32 | 0.67 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/04/2026, Common starting date is 03/29/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RM (Regional Management Corp.) |
-18.26%
Mar 2017 – Mar 2020 |
-5.98%
Mar 2014 – Mar 2019 |
-2.57%
Nov 2013 – Nov 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RM (Regional Management Corp.) |
34.94%
Dec 2018 – Dec 2021 |
32.94%
Aug 2016 – Aug 2021 |
12.93%
Dec 2014 – Dec 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart