Find A Portfolio/Ticker
Comparison Box
RJLSX: Russell LifePoints 2010 Strategy S (MUTUAL FUND)
Basic Info
Asset Class: | Target Date 2000-2010 |
MyPlanIQ Rating: | Not Rated |
Start Date: | 01/07/2005 |
Last Dividend Date: | 12/21/2010 |
12-Mo. Yield | 4.15% |
Expenses | - |
Sign up to get fund ranking change alerts |
Performance Analytics (As of 04/04/2011)
Not up-to-date? TryLast 1 Week* | 1 Yr | 3 Yr | 5 Yr | Since 01/07/2005 |
2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.0 | 9.0 | 3.9 | 4.6 | 5.0 | 2.0 | 11.4 | 23.4 | -21.5 | 6.8 | 10.2 | 4.5 |
Sharpe Ratio | NA | 1.57 | 0.34 | 0.35 | 0.41 | 2.52 | 1.87 | 2.27 | -1.55 | 0.62 | 1.3 | 0.5 |
Draw Down(%) | NA | 4.3 | 30.4 | 31.0 | 31.0 | 0.8 | 4.3 | 12.4 | 29.5 | 3.8 | 4.7 | 3.4 |
Standard Deviation(%) | NA | 5.7 | 10.8 | 9.2 | 8.5 | 3.2 | 6.0 | 10.3 | 14.4 | 6.1 | 5.3 | 4.8 |
Treynor Ratio | NA | 0.15 | 0.06 | 0.05 | 0.05 | 0.26 | 0.17 | 0.34 | -0.35 | 0.06 | 0.09 | 0.0 |
Alpha | NA | 0.01 | 0.0 | 0.0 | 0.0 | 0.01 | 0.01 | 0.03 | -0.04 | 0.0 | 0.0 | NA |
Beta | NA | 0.61 | 0.66 | 0.66 | 0.66 | 0.31 | 0.65 | 0.7 | 0.63 | 0.66 | 0.79 | NA |
RSquared | NA | 0.83 | 0.87 | 0.85 | 0.79 | 0.3 | 0.9 | 0.94 | 0.85 | 0.87 | 0.39 | 0.0 |
Yield(%) | N/A | 4.1 | 3.3 | 4.2 | N/A | 0.0 | 4.2 | 4.7 | 2.9 | 5.4 | 5.0 | 0.0 |
Dividend Growth(%) | N/A | 51.2 | -10.5 | N/A | N/A | -100.0 | 7.7 | 21.9 | -44.8 | 11.5 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 01/07/2005
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 Target Date 2000-2010 Asset Class Trend Rankings |
Top Rated Funds in Target Date 2000-2010
Best Mutual Funds
- TRRFX (T. ROWE PRICE RETIREMENT 2005 FUND T. ROWE PRICE RETIREMENT 2005 FUND) (100%)
- TRRAX (T. ROWE PRICE RETIREMENT 2010 FUND T. ROWE PRICE RETIREMENT 2010 FUND) (97%)
- SWBRX (SCHWAB TARGET 2010 FUND SCHWAB TARGET 2010 FUND) (95%)
- FFFCX (FIDELITY FREEDOM 2010 FUND FIDELITY FREEDOM 2010 FUND) (92%)
- TCLEX (TIAA-CREF LIFECYCLE 2010 FUND RETIREMENT CLASS) (90%)
- FFFVX (FIDELITY FREEDOM 2005 FUND FIDELITY FREEDOM 2005 FUND) (87%)
- FCIFX (FIDELITY ADVISOR FREEDOM 2010 FUND CLASS I) (85%)
- FFIVX (FIDELITY ADVISOR FREEDOM 2005 FUND CLASS I) (82%)
- JLAHX (RETIREMENT LIVING THROUGH 2010 PORTFOLIO CLASS R5) (79%)
- REATX (AMERICAN FUNDS 2010 TARGET DATE RETIREMENT FUND CLASS R-5) (74%)