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RPLRX: 2025 STRATEGY FUND R1 (MUTUAL FUND)
Basic Info
Asset Class: | Target Date 2021-2025 |
MyPlanIQ Rating: | Not Rated |
Start Date: | 04/02/2008 |
Last Dividend Date: | 07/06/2017 |
12-Mo. Yield | 4.41% |
Expenses | 0.00% |
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Performance Analytics (As of 07/31/2020)
Not up-to-date? TryLast 1 Week* | 1 Yr | 3 Yr | 5 Yr | Since 04/02/2008 |
2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.0 | 0.0 | -24.2 | -13.3 | -4.3 | -15.5 | 7.4 | -6.3 | 4.3 | 12.5 | 13.0 | -2.0 | 14.2 | 28.5 | -30.9 |
Sharpe Ratio | NA | -0.45 | -0.13 | 0.04 | 0.09 | -0.69 | 0.98 | -0.77 | 0.77 | 1.94 | 1.65 | -0.14 | 1.1 | 1.41 | -1.22 |
Draw Down(%) | NA | 22.6 | 22.6 | 22.6 | 45.9 | 22.6 | 5.5 | 10.1 | 4.8 | 5.9 | 7.4 | 15.0 | 10.0 | 21.0 | 43.8 |
Standard Deviation(%) | NA | 35.2 | 25.7 | 25.9 | 16.9 | 29.5 | 7.3 | 8.3 | 5.5 | 6.4 | 7.9 | 14.9 | 12.8 | 20.2 | 32.5 |
Treynor Ratio | NA | -0.25 | -0.05 | 0.01 | 0.02 | -0.34 | 0.1 | -0.11 | 0.06 | 0.16 | 0.16 | -0.02 | 0.15 | 0.3 | -0.45 |
Alpha | NA | -0.11 | -0.05 | -0.04 | -0.01 | -0.11 | 0.02 | -0.01 | 0.0 | -0.01 | 0.01 | -0.01 | 0.01 | 0.02 | -0.05 |
Beta | NA | 0.62 | 0.73 | 0.73 | 0.87 | 0.61 | 0.69 | 0.56 | 0.68 | 0.79 | 0.82 | 0.86 | 0.91 | 0.94 | 0.87 |
RSquared | NA | 0.01 | 0.08 | 0.08 | 0.67 | 0.01 | 0.83 | 0.49 | 0.81 | 0.94 | 0.93 | 0.98 | 0.98 | 0.97 | 0.85 |
Yield(%) | N/A | 4.4 | 10.1 | 8.7 | N/A | 0.5 | 5.5 | 5.7 | 22.7 | 7.7 | 5.2 | 2.6 | 3.4 | 3.2 | 1.4 |
Dividend Growth(%) | N/A | -24.1 | 114.8 | N/A | N/A | -90.7 | -10.4 | -79.6 | 205.2 | 60.4 | 92.0 | -16.7 | 36.4 | 57.1 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 04/02/2008
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