Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
RMICX (RIVERFRONT MODERATE GROWTH & INCOME FUND CLASS C) NA 6.19% 8.36% 5.93% 5.53% NA NA
Data as of 01/21/2022, Common starting date is 08/10/2010
More Performance Analytics Comparison
Name Start Date End Date
RMICX (RIVERFRONT MODERATE GROWTH & INCOME FUND CLASS C) 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 (%) -2.03 6.19 8.36 5.93 5.53 NA NA -3.17 7.40 6.37 15.37 -7.86 11.09 5.07 -1.15 3.21 12.83 7.56 -0.21 5.68
Sharpe Ratio NA 0.44 0.61 0.49 0.55 NA NA -6.41 1.04 0.39 2.25 -1.02 2.68 0.59 -0.12 0.43 1.66 0.97 -0.02 2.10
Standard Deviation(%) NA 7.19 10.47 9.29 8.79 NA NA 6.89 7.08 15.58 6.22 9.04 3.91 8.27 10.01 7.35 7.70 7.82 12.65 7.07
Draw Down(%) NA 5.00 20.41 20.41 20.41 NA NA 3.42 3.94 20.41 3.74 13.84 1.28 7.62 10.08 6.27 6.38 6.64 11.95 3.03
Yield(%) 0.00 3.15 1.90 5.14 4.71 3.42 2.57 0.00 3.19 0.70 1.27 14.34 5.93 1.02 3.20 6.63 5.75 1.65 0.74 0.47
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
RMICX (RIVERFRONT MODERATE GROWTH & INCOME FUND CLASS C) 0.15%
Mar 2017 – Mar 2020
0.82%
Mar 2015 – Mar 2020
4.39%
Oct 2010 – Oct 2020
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
RMICX (RIVERFRONT MODERATE GROWTH & INCOME FUND CLASS C) 10.70%
Dec 2018 – Dec 2021
6.90%
Oct 2016 – Oct 2021
6.24%
Sep 2011 – Sep 2021
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return