Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RF-PC (Regions Financial Corporation) | 6.27% | 7.38% | 12.19% | 2.16% | NA | NA | NA | … | … |
Data as of 06/16/2026, Common starting date is 04/25/2019
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RF-PC (Regions Financial Corporation) | 04/25/2019 | 06/16/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.33 | 7.38 | 12.19 | 2.16 | NA | NA | NA | … | … | 6.27 | 2.80 | 21.00 | -0.03 | -16.39 | 5.46 | 9.94 | 12.99 |
| Sharpe Ratio | NA | 0.46 | 0.60 | -0.02 | NA | NA | NA | … | … | 1.28 | -0.01 | 1.28 | -0.13 | -0.91 | 0.55 | 0.14 | 2.46 |
| Standard Deviation(%) | NA | 8.76 | 14.00 | 17.67 | NA | NA | NA | … | … | 8.76 | 11.63 | 13.62 | 28.19 | 19.58 | 9.97 | 67.67 | 7.38 |
| Draw Down(%) | NA | 5.83 | 20.28 | 33.77 | NA | NA | NA | … | … | 5.74 | 10.18 | 9.00 | 28.63 | 25.48 | 8.68 | 53.05 | 4.60 |
| Yield(%) | 0.00 | 5.95 | 6.88 | 4.85 | 4.06 | 2.71 | 2.03 | … | … | 3.00 | 5.82 | 6.63 | 6.23 | 4.96 | 4.95 | 6.03 | 3.07 |
Data as of 06/16/2026, Common starting date is 04/25/2019
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RF-PC (Regions Financial Corporation) |
-8.16%
Oct 2020 – Oct 2023 |
1.86%
Dec 2020 – Dec 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RF-PC (Regions Financial Corporation) |
14.13%
May 2023 – May 2026 |
6.12%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart