Find A Portfolio/Ticker
Comparison Box
RALDX: Russell LifePoints Growth Strategy R3 (MUTUAL FUND)
Basic Info
| Asset Class: | Aggressive Allocation |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 06/09/2000 |
| Last Dividend Date: | 04/03/2014 |
| 12-Mo. Yield | 0.00% |
| Expenses | 1.56% |
| Sign up to get fund ranking change alerts | |
Performance Analytics (As of 06/16/2015)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 06/09/2000 |
2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.0 | -3.0 | 9.0 | 7.3 | 4.4 | 3.5 | 3.5 | 0.0 | 1.1 | 16.2 | 13.2 | -5.6 | 13.5 | 28.6 | -36.2 | 6.8 | 15.3 | 8.1 | 12.6 | 28.2 | -14.0 | -8.5 | -4.8 |
| Sharpe Ratio | NA | -0.83 | 1.19 | 0.61 | 0.21 | NA | 0.16 | 0.0 | 0.17 | 1.89 | 1.24 | -0.29 | 0.87 | 1.22 | -1.14 | 0.28 | 1.3 | 0.76 | 1.36 | 2.46 | -0.95 | -0.78 | -0.91 |
| Draw Down(%) | NA | 4.8 | 7.1 | 19.9 | 52.2 | NA | 52.2 | 0.0 | 4.8 | 7.1 | 10.7 | 19.9 | 12.4 | 23.7 | 46.9 | 8.8 | 9.3 | 5.4 | 7.6 | 10.3 | 24.4 | 22.6 | 12.0 |
| Standard Deviation(%) | NA | 3.6 | 7.5 | 12.0 | 16.7 | NA | 15.4 | NA | 6.6 | 8.5 | 10.8 | 19.6 | 15.4 | 23.4 | 32.5 | 13.2 | 9.3 | 7.8 | 8.6 | 11.2 | 15.9 | 14.2 | 13.8 |
| Treynor Ratio | NA | -0.14 | 0.1 | 0.06 | 0.03 | NA | 0.02 | NA | 0.02 | 0.14 | 0.1 | -0.04 | 0.09 | 0.21 | -0.29 | 0.03 | 0.09 | 0.05 | 0.11 | 0.27 | -0.14 | -0.11 | -0.12 |
| Alpha | NA | -0.02 | 0.0 | -0.02 | -0.02 | NA | -0.01 | 0.0 | -0.02 | -0.02 | -0.01 | -0.04 | -0.02 | 0.0 | -0.04 | 0.0 | 0.01 | 0.01 | 0.01 | 0.03 | -0.02 | -0.02 | -0.01 |
| Beta | NA | 0.22 | 0.86 | 1.2 | 1.3 | NA | 1.22 | 0.0 | 0.67 | 1.18 | 1.34 | 1.39 | 1.43 | 1.39 | 1.28 | 1.36 | 1.31 | 1.14 | 1.11 | 1.02 | 1.07 | 1.01 | 1.02 |
| RSquared | NA | 0.17 | 0.62 | 0.81 | 0.87 | NA | 0.85 | 0.0 | 0.47 | 0.9 | 0.83 | 0.94 | 0.95 | 0.96 | 0.86 | 0.89 | 0.89 | 0.91 | 0.82 | 0.73 | 0.89 | 0.79 | 0.83 |
| Yield(%) | N/A | 0.0 | 1.3 | 1.6 | 3.1 | 2.6 | N/A | 0.0 | 0.2 | 1.9 | 1.6 | 1.3 | 2.2 | 2.4 | 6.0 | 7.7 | 5.5 | 1.8 | 1.7 | 1.3 | 0.8 | 2.9 | 1.7 |
| Dividend Growth(%) | N/A | -100.0 | -22.9 | -73.4 | N/A | N/A | N/A | -100.0 | -89.2 | 32.7 | 15.9 | -32.3 | 16.8 | -77.3 | -22.7 | 51.3 | 235.1 | 14.6 | 69.1 | 32.9 | -74.0 | 53.6 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/09/2000
Calculate Performance
Start date (MM/dd/yyyy)
End date (MM/dd/yyyy)
|
View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See Aggressive Allocation Asset Class Trend Rankings |
Top Rated Funds in Aggressive Allocation
Best Mutual Funds
- RPFCX (DAVIS APPRECIATION & INCOME FUND CLASS A) (97%)
- NOIEX (NORTHERN INCOME EQUITY FUND NORTHERN INCOME EQUITY FUND) (96%)
- AAAIX (STRATEGIC ALLOCATION: AGGRESSIVE FUND I CLASS) (95%)
- TWSAX (STRATEGIC ALLOCATION: AGGRESSIVE FUND INVESTOR CLASS) (94%)
- AOGIX (ONE CHOICE PORTFOLIO: AGGRESSIVE INVESTOR CLASS) (94%)
- ICSIX (DYNAMIC U.S. OPPORTUNITY FUND DYNAMIC U.S. OPPORTUNITY FUND CLASS I) (93%)
- EXHAX (PRO-BLEND(R) MAXIMUM TERM SERIES PRO-BLEND(R) MAXIMUM TERM SERIES CLASS S) (93%)
- EKBYX (WELLS FARGO DIVERSIFIED CAPITAL BUILDER FUND INSTITUTIONAL CLASS) (92%)
- MGDIX (MAINSTAY MODERATE GROWTH ALLOCATION FUND CLASS I) (92%)
- GMIAX (NATIONWIDE INVESTOR DESTINATIONS MODERATELY AGGRESSIVE FUND CLASS R6) (91%)
Best ETFs
* Day change on 06/16/2015.Best Closed End Funds
- GLV (Clough Global Allocation Fund) (100%)
- GLO (Clough Global Opportunities Fund) (99%)
- GCV (Gabelli Convertible and Income Securities Mutual Fund) (99%)
- SCD (LMP Capital And Income Closed Fund) (98%)
- NIE (AllianzGI Equity & Convertible Income Closed Fund) (98%)
Latest Articles Related to RALDX
Register for FREE
No Credit Card Required
Or Start FREE 30-day trial now >>
Or Start FREE 30-day trial now >>
