RCTRX vs. USD=X
RCTRX (Regan Total Return Income Fund) is Nontraditional Bonds fund managed by Regan, while USD=X (USD Cash) is a currency. Over the past 5 years, RCTRX returned 4.38%/yr vs 0.00%/yr for USD=X.
Performance
RCTRX vs. USD=X - Performance Comparison
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Returns By Period
RCTRX
- 1D
- -0.10%
- 1M
- 0.59%
- YTD
- 0.88%
- 6M
- 0.98%
- 1Y
- 4.50%
- 3Y*
- 5.97%
- 5Y*
- 4.38%
- 10Y*
- —
USD=X
- 1D
- 0.00%
- 1M
- 0.00%
- YTD
- 0.00%
- 6M
- 0.00%
- 1Y
- 0.00%
- 3Y*
- 0.00%
- 5Y*
- 0.00%
- 10Y*
- 0.00%
RCTRX vs. USD=X - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|
RCTRX Regan Total Return Income Fund | 0.88% | 6.56% | 6.81% | 7.29% | -2.23% | 6.89% | 2.60% |
USD=X USD Cash | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
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Return for Risk
RCTRX vs. USD=X — Risk / Return Rank
RCTRX
USD=X
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
RCTRX vs. USD=X - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Regan Total Return Income Fund (RCTRX) and USD Cash (USD=X). 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 | USD=X | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | — | — | |
| Sortino ratioReturn per unit of downside risk | — | — | |
| Omega ratioGain probability vs. loss probability | 1.62 | — | — |
| Calmar ratioReturn relative to maximum drawdown | 3.28 | — | — |
| Martin ratioReturn relative to average drawdown | 12.60 | — | — |
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Drawdowns
RCTRX vs. USD=X - Drawdown Comparison
The maximum RCTRX drawdown since its inception was -4.66%, which is greater than USD=X's maximum drawdown of 0.00%. Use the drawdown chart below to compare losses from any high point for RCTRX and USD=X.
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Drawdown Indicators
| RCTRX | USD=X | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -4.66% | 0.00% | -4.66% |
Max Drawdown (1Y)Largest decline over 1 year | -1.44% | 0.00% | -1.44% |
Max Drawdown (3Y)Largest decline over 3 years | -1.96% | 0.00% | -1.96% |
Max Drawdown (5Y)Largest decline over 5 years | -4.66% | 0.00% | -4.66% |
Max Drawdown (10Y)Largest decline over 10 years | — | 0.00% | — |
Current DrawdownCurrent decline from peak | -0.22% | 0.00% | -0.22% |
Average DrawdownAverage peak-to-trough decline | -0.57% | 0.00% | -0.57% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.38% | 0.00% | +0.38% |
Volatility
RCTRX vs. USD=X - Volatility Comparison
Regan Total Return Income Fund (RCTRX) has a higher volatility of 0.65% compared to USD Cash (USD=X) at 0.00%. This indicates that RCTRX's price experiences larger fluctuations and is considered to be riskier than USD=X based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| RCTRX | USD=X | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.65% | 0.00% | +0.65% |
Volatility (6M)Calculated over the trailing 6-month period | 1.40% | 0.00% | +1.40% |
Volatility (1Y)Calculated over the trailing 1-year period | 1.81% | 0.00% | +1.81% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 2.26% | 0.00% | +2.26% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 2.20% | 0.00% | +2.20% |
Frequently Asked Questions
RCTRX has higher volatility (0.65%) compared to USD=X (0.00%). In terms of maximum drawdown, RCTRX dropped -4.66% vs USD=X's 0.00%.
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