Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RTRTX (REGAL TOTAL RETURN FUND CLASS A) | NA | -0.94% | 7.45% | NA | NA | NA | NA | … | … |
Data as of 02/15/2019, Common starting date is 05/28/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RTRTX (REGAL TOTAL RETURN FUND CLASS A) | 05/28/2014 | 02/15/2019 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.64 | -0.94 | 7.45 | NA | NA | NA | NA | … | … | 7.86 | -12.52 | 11.53 | 7.62 | -3.82 | 2.00 |
| Sharpe Ratio | NA | -0.28 | 0.79 | NA | NA | NA | NA | … | … | 7.68 | -1.12 | 2.44 | 0.85 | -0.45 | 0.56 |
| Standard Deviation(%) | NA | 10.79 | 8.46 | NA | NA | NA | NA | … | … | 10.40 | 12.39 | 4.48 | 8.70 | 8.47 | 5.94 |
| Draw Down(%) | NA | 13.08 | 15.71 | NA | NA | NA | NA | … | … | 1.31 | 19.87 | 1.59 | 6.04 | 10.21 | 4.12 |
| Yield(%) | 0.69 | 5.32 | 2.98 | 2.01 | 1.01 | 0.67 | 0.50 | … | … | 0.73 | 4.69 | 1.83 | 0.37 | 1.49 | 0.20 |
Data as of 02/15/2019, Common starting date is 05/28/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RTRTX (REGAL TOTAL RETURN FUND CLASS A) |
2.99%
Jun 2014 – Jun 2017 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RTRTX (REGAL TOTAL RETURN FUND CLASS A) |
7.23%
Sep 2015 – Sep 2018 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart