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RLLDX: Russell LifePoints 2020 Strategy R3 (MUTUAL FUND)
Basic Info
Asset Class: | Target Date 2016-2020 |
MyPlanIQ Rating: | Not Rated |
Start Date: | 01/07/2005 |
Last Dividend Date: | 07/03/2014 |
12-Mo. Yield | 0.19% |
Expenses | 1.20% |
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Performance Analytics (As of 06/16/2015)
Not up-to-date? TryLast 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 01/07/2005 |
2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.0 | -1.2 | 6.1 | 6.3 | 4.2 | 4.3 | 0.0 | 2.4 | 8.6 | 11.3 | -0.8 | 12.9 | 26.0 | -29.2 | 6.6 | 11.6 | 5.9 |
Sharpe Ratio | NA | -0.65 | 1.39 | 0.89 | 0.3 | 0.31 | 0.0 | 0.71 | 1.59 | 1.85 | -0.07 | 1.33 | 1.6 | -1.3 | 0.36 | 1.27 | 0.69 |
Draw Down(%) | NA | 2.4 | 5.6 | 11.5 | 42.5 | 42.5 | 0.0 | 2.4 | 5.6 | 5.6 | 11.5 | 7.4 | 17.9 | 38.6 | 6.6 | 6.1 | 4.0 |
Standard Deviation(%) | NA | 1.9 | 4.4 | 7.0 | 11.3 | 11.1 | 0.0 | 3.4 | 5.4 | 6.1 | 11.3 | 9.7 | 16.2 | 23.1 | 9.9 | 6.6 | 5.6 |
Treynor Ratio | NA | -0.11 | 0.12 | 0.09 | 0.04 | 0.04 | 0.0 | 0.07 | 0.12 | 0.16 | -0.01 | 0.16 | 0.31 | -0.39 | 0.04 | 0.1 | 0.0 |
Alpha | NA | -0.01 | 0.0 | 0.0 | -0.01 | 0.0 | 0.0 | 0.0 | -0.01 | 0.01 | -0.01 | 0.01 | 0.02 | -0.04 | 0.0 | 0.0 | NA |
Beta | NA | 0.11 | 0.51 | 0.66 | 0.76 | 0.76 | 0.0 | 0.36 | 0.72 | 0.7 | 0.73 | 0.78 | 0.84 | 0.77 | 0.84 | 0.8 | NA |
RSquared | NA | 0.16 | 0.66 | 0.86 | 0.86 | 0.85 | 0.0 | 0.46 | 0.92 | 0.89 | 0.96 | 0.96 | 0.96 | 0.86 | 0.91 | 0.41 | 0.0 |
Yield(%) | N/A | 0.2 | 2.2 | 2.6 | 2.6 | N/A | 0.0 | 0.4 | 3.7 | 2.7 | 2.1 | 3.8 | 3.7 | 1.8 | 5.2 | 2.2 | 0.0 |
Dividend Growth(%) | N/A | -94.4 | -17.9 | -2.8 | N/A | N/A | -100.0 | -89.6 | 45.6 | 25.8 | -39.0 | 23.4 | 43.1 | -64.4 | 151.9 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 01/07/2005
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See Target Date 2016-2020 Asset Class Trend Rankings |
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