Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RMIIX (RIVERFRONT MODERATE GROWTH & INCOME FUND CLASS I) | NA | 3.02% | 7.99% | 6.10% | 6.10% | NA | NA | … | … |
Data as of 01/21/2022, Common starting date is 08/10/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RMIIX (RIVERFRONT MODERATE GROWTH & INCOME FUND CLASS I) | 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 | 3.02 | 7.99 | 6.10 | 6.10 | NA | NA | … | … | -7.07 | 7.64 | 7.60 | 16.41 | -7.06 | 12.21 | 5.73 | -0.15 | 4.27 | 13.89 | 8.67 | 0.87 | 5.89 |
| Sharpe Ratio | NA | 0.36 | 0.66 | 0.57 | 0.64 | NA | NA | … | … | -5.01 | 1.10 | 0.47 | 2.40 | -0.93 | 2.95 | 0.66 | -0.02 | 0.58 | 1.81 | 1.12 | 0.07 | 2.20 |
| Standard Deviation(%) | NA | 8.40 | 10.77 | 9.48 | 8.90 | NA | NA | … | … | 14.65 | 6.95 | 15.56 | 6.24 | 8.99 | 3.93 | 8.33 | 10.10 | 7.27 | 7.64 | 7.78 | 12.65 | 7.02 |
| Draw Down(%) | NA | 8.72 | 20.42 | 20.42 | 20.42 | NA | NA | … | … | 7.07 | 4.11 | 20.42 | 3.68 | 13.24 | 1.23 | 7.47 | 9.72 | 6.15 | 6.31 | 6.45 | 11.57 | 2.93 |
| Yield(%) | 0.00 | 4.35 | 3.04 | 5.98 | 5.61 | 4.16 | 3.12 | … | … | 0.00 | 4.42 | 1.61 | 2.26 | 14.92 | 6.60 | 1.60 | 3.84 | 7.59 | 6.75 | 2.55 | 1.80 | 0.68 |
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 |
|---|---|---|---|---|
| RMIIX (RIVERFRONT MODERATE GROWTH & INCOME FUND CLASS I) |
1.11%
Mar 2017 – Mar 2020 |
1.75%
Mar 2015 – Mar 2020 |
5.38%
Oct 2010 – Oct 2020 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RMIIX (RIVERFRONT MODERATE GROWTH & INCOME FUND CLASS I) |
11.86%
Dec 2018 – Dec 2021 |
7.99%
Oct 2016 – Oct 2021 |
7.29%
Sep 2011 – Sep 2021 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart