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RRLDX: Russell LifePoints 2030 Strategy R3 (MUTUAL FUND)
Basic Info
Asset Class: | Target Date 2026-2030 |
MyPlanIQ Rating: | Not Rated |
Start Date: | 01/07/2005 |
Last Dividend Date: | 07/03/2014 |
12-Mo. Yield | 0.10% |
Expenses | 1.31% |
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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 | -2.5 | 8.9 | 7.8 | 3.9 | 4.1 | 0.0 | 1.4 | 15.9 | 13.3 | -4.8 | 14.4 | 29.9 | -39.3 | 6.9 | 15.3 | 7.5 |
Sharpe Ratio | NA | -0.8 | 1.27 | 0.65 | 0.17 | 0.18 | 0.0 | 0.25 | 2.0 | 1.28 | -0.24 | 0.86 | 1.14 | -1.09 | 0.25 | 1.43 | 0.86 |
Draw Down(%) | NA | 3.9 | 6.5 | 19.7 | 56.2 | 56.2 | 0.0 | 3.9 | 6.5 | 10.0 | 19.7 | 13.6 | 26.0 | 50.5 | 10.5 | 7.4 | 4.4 |
Standard Deviation(%) | NA | 3.1 | 7.0 | 12.0 | 18.2 | 17.8 | NA | 5.6 | 7.9 | 10.5 | 19.9 | 16.7 | 26.1 | 37.0 | 15.6 | 8.4 | 6.3 |
Treynor Ratio | NA | -0.16 | 0.13 | 0.09 | 0.03 | 0.03 | NA | 0.03 | 0.18 | 0.14 | -0.05 | 0.13 | 0.27 | -0.4 | 0.04 | 0.14 | 0.0 |
Alpha | NA | -0.01 | 0.0 | -0.01 | -0.02 | -0.01 | 0.0 | -0.01 | -0.01 | 0.0 | -0.01 | 0.0 | 0.0 | -0.04 | 0.0 | 0.01 | NA |
Beta | NA | 0.16 | 0.66 | 0.91 | 1.0 | 1.0 | 0.0 | 0.49 | 0.89 | 0.96 | 1.02 | 1.09 | 1.11 | 0.99 | 1.07 | 0.87 | NA |
RSquared | NA | 0.18 | 0.69 | 0.88 | 0.88 | 0.87 | 0.0 | 0.51 | 0.96 | 0.92 | 0.98 | 0.98 | 0.97 | 0.86 | 0.91 | 0.4 | 0.0 |
Yield(%) | N/A | 0.1 | 1.4 | 1.7 | 2.1 | N/A | 0.0 | 0.2 | 2.1 | 1.8 | 1.4 | 2.3 | 2.7 | 0.8 | 5.1 | 4.1 | 0.0 |
Dividend Growth(%) | N/A | -94.8 | -18.3 | -40.2 | N/A | N/A | -100.0 | -87.6 | 25.7 | 23.4 | -30.6 | 10.0 | 106.5 | -84.5 | 34.2 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 01/07/2005
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