RCTRX vs. APFPX
RCTRX (Regan Total Return Income Fund) and APFPX (Artisan Global Unconstrained Fund) are both Nontraditional Bonds funds. Over the past 3 years, RCTRX returned 6.04%/yr vs 9.33%/yr for APFPX. At a correlation of -0.29, they often move in opposite directions. Both charge a 1.54% expense ratio.
Performance
RCTRX vs. APFPX - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, RCTRX achieves a 0.98% return, which is significantly lower than APFPX's 4.09% return.
RCTRX
- 1D
- 0.00%
- 1M
- 0.69%
- YTD
- 0.98%
- 6M
- 1.19%
- 1Y
- 4.83%
- 3Y*
- 6.04%
- 5Y*
- 4.40%
- 10Y*
- —
APFPX
- 1D
- -0.18%
- 1M
- 0.11%
- YTD
- 4.09%
- 6M
- 4.40%
- 1Y
- 11.47%
- 3Y*
- 9.33%
- 5Y*
- —
- 10Y*
- —
RCTRX vs. APFPX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
RCTRX Regan Total Return Income Fund | 0.98% | 6.56% | 6.81% | 7.29% | -1.21% |
APFPX Artisan Global Unconstrained Fund | 4.09% | 10.21% | 11.33% | 6.67% | 6.73% |
Correlation
The correlation between RCTRX and APFPX is -0.11, meaning they tend to move in opposite directions. This is especially valuable for risk management - when one declines, the other has historically tended to hold steady or rise.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | -0.11 |
Correlation (3Y) Calculated over the trailing 3-year period | -0.29 |
Correlation (All Time) Calculated using the full available price history since May 17, 2022 | -0.29 |
The correlation between RCTRX and APFPX shifts across timeframes, from -0.29 (3 years) to -0.11 (1 year), reflecting how their relationship changes across market environments.
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
RCTRX vs. APFPX — Risk / Return Rank
RCTRX
APFPX
RCTRX vs. APFPX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Regan Total Return Income Fund (RCTRX) and Artisan Global Unconstrained Fund (APFPX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| RCTRX | APFPX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.91 | ||
| Sortino ratioReturn per unit of downside risk | -2.07 | ||
| Omega ratioGain probability vs. loss probability | 1.66 | 2.16 | -0.50 |
| Calmar ratioReturn relative to maximum drawdown | 3.44 | 12.89 | -9.45 |
| Martin ratioReturn relative to average drawdown | 13.19 | 55.94 | -42.75 |
Loading charts...
Drawdowns
RCTRX vs. APFPX - Drawdown Comparison
The maximum RCTRX drawdown since its inception was -4.66%, which is greater than APFPX's maximum drawdown of -2.10%. Use the drawdown chart below to compare losses from any high point for RCTRX and APFPX.
Loading charts...
Drawdown Indicators
| RCTRX | APFPX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -4.66% | -2.10% | -2.56% |
Max Drawdown (1Y)Largest decline over 1 year | -1.44% | -0.90% | -0.54% |
Max Drawdown (3Y)Largest decline over 3 years | -1.96% | -2.02% | +0.06% |
Max Drawdown (5Y)Largest decline over 5 years | -4.66% | — | — |
Current DrawdownCurrent decline from peak | -0.11% | -0.25% | +0.14% |
Average DrawdownAverage peak-to-trough decline | -0.57% | -0.25% | -0.32% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.37% | 0.21% | +0.16% |
Volatility
RCTRX vs. APFPX - Volatility Comparison
Regan Total Return Income Fund (RCTRX) has a higher volatility of 0.64% compared to Artisan Global Unconstrained Fund (APFPX) at 0.59%. This indicates that RCTRX's price experiences larger fluctuations and is considered to be riskier than APFPX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading charts...
Volatility by Period
| RCTRX | APFPX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.64% | 0.59% | +0.05% |
Volatility (6M)Calculated over the trailing 6-month period | 1.40% | 2.12% | -0.72% |
Volatility (1Y)Calculated over the trailing 1-year period | 1.81% | 2.49% | -0.68% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 2.26% | 2.75% | -0.49% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 2.20% | 2.75% | -0.55% |
RCTRX vs. APFPX - Expense Ratio Comparison
Both RCTRX and APFPX have an expense ratio of 1.54%.
Dividends
RCTRX vs. APFPX - Dividend Comparison
RCTRX's dividend yield for the trailing twelve months is around 5.81%, more than APFPX's 4.58% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 |
|---|---|---|---|---|---|---|---|
APFPX Artisan Global Unconstrained Fund | 4.58% | 4.01% | 6.18% | 6.89% | 8.60% | 0.00% | 0.00% |
RCTRX Regan Total Return Income Fund | 5.81% | 4.40% | 5.79% | 5.98% | 5.28% | 10.59% | 4.98% |
Frequently Asked Questions
RCTRX and APFPX have a correlation of -0.11, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
RCTRX has higher volatility (0.64%) compared to APFPX (0.59%). In terms of maximum drawdown, RCTRX dropped -4.66% vs APFPX's -2.10%.
APFPX currently has the higher Sharpe Ratio (4.64 vs 2.74), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
Find the right allocation for RCTRX and APFPX
Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Optimizer