Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RMIAX (RIVERFRONT MODERATE GROWTH & INCOME FUND CLASS A) | NA | 6.55% | 9.03% | 6.63% | 6.24% | NA | NA | … | … |
Data as of 01/21/2022, Common starting date is 08/10/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RMIAX (RIVERFRONT MODERATE GROWTH & INCOME FUND CLASS A) | 08/10/2010 | 01/21/2022 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.49 | 6.55 | 9.03 | 6.63 | 6.24 | NA | NA | … | … | -3.54 | 7.58 | 7.25 | 16.28 | -7.31 | 11.92 | 5.57 | -0.40 | 3.99 | 13.61 | 8.43 | 0.53 | 5.95 |
| Sharpe Ratio | NA | 0.40 | 0.66 | 0.55 | 0.62 | NA | NA | … | … | -6.91 | 1.09 | 0.45 | 2.40 | -0.95 | 2.89 | 0.65 | -0.04 | 0.55 | 1.78 | 1.07 | 0.04 | 2.18 |
| Standard Deviation(%) | NA | 7.08 | 10.46 | 9.28 | 8.79 | NA | NA | … | … | 6.91 | 6.95 | 15.61 | 6.19 | 9.05 | 3.92 | 8.27 | 10.03 | 7.28 | 7.65 | 7.90 | 12.73 | 7.16 |
| Draw Down(%) | NA | 5.40 | 20.35 | 20.35 | 20.35 | NA | NA | … | … | 3.85 | 4.11 | 20.35 | 3.78 | 13.34 | 1.31 | 7.47 | 9.78 | 6.15 | 6.42 | 6.44 | 11.59 | 3.03 |
| Yield(%) | 0.00 | 4.05 | 2.75 | 5.75 | 5.37 | 3.96 | 2.97 | … | … | 0.00 | 4.12 | 1.38 | 2.01 | 14.69 | 6.42 | 1.44 | 3.67 | 7.32 | 6.50 | 2.32 | 1.47 | 0.53 |
Data as of 01/21/2022, 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 |
|---|---|---|---|---|
| RMIAX (RIVERFRONT MODERATE GROWTH & INCOME FUND CLASS A) |
0.86%
Mar 2017 – Mar 2020 |
1.52%
Mar 2015 – Mar 2020 |
5.13%
Oct 2010 – Oct 2020 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RMIAX (RIVERFRONT MODERATE GROWTH & INCOME FUND CLASS A) |
11.59%
Dec 2018 – Dec 2021 |
7.70%
Oct 2016 – Oct 2021 |
7.03%
Sep 2011 – Sep 2021 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart