Find A Portfolio/Ticker
Comparison Box
RVLRX: 2035 STRATEGY FUND R1 (MUTUAL FUND)
Basic Info
Asset Class: | Target Date 2031-2035 |
MyPlanIQ Rating: | Not Rated |
Start Date: | 04/02/2008 |
Last Dividend Date: | 07/06/2017 |
12-Mo. Yield | 4.63% |
Expenses | 0.84% |
Sign up to get fund ranking change alerts |
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 | -25.1 | -13.5 | -4.3 | -18.9 | 9.2 | -7.9 | 3.6 | 20.8 | 15.1 | -5.2 | 15.0 | 31.0 | -35.4 |
Sharpe Ratio | NA | -0.35 | -0.11 | 0.03 | 0.06 | -0.65 | 0.82 | -0.65 | 0.4 | 2.16 | 1.24 | -0.24 | 0.86 | 1.19 | -1.12 |
Draw Down(%) | NA | 28.0 | 28.0 | 28.0 | 52.2 | 28.0 | 9.0 | 12.7 | 8.2 | 7.2 | 11.7 | 21.2 | 14.0 | 25.3 | 49.3 |
Standard Deviation(%) | NA | 50.9 | 41.9 | 55.4 | 22.5 | 37.8 | 11.0 | 12.1 | 9.1 | 9.6 | 12.3 | 21.6 | 17.4 | 25.9 | 39.9 |
Treynor Ratio | NA | -0.22 | -0.05 | 0.02 | 0.01 | -0.31 | 0.1 | -0.1 | 0.04 | 0.21 | 0.15 | -0.05 | 0.15 | 0.3 | -0.49 |
Alpha | NA | -0.15 | -0.07 | -0.06 | -0.02 | -0.14 | 0.02 | -0.01 | -0.01 | 0.0 | 0.0 | -0.02 | 0.0 | 0.01 | -0.05 |
Beta | NA | 0.81 | 0.93 | 0.93 | 0.97 | 0.8 | 0.87 | 0.8 | 0.92 | 0.98 | 1.03 | 0.99 | 1.03 | 1.02 | 0.91 |
RSquared | NA | 0.01 | 0.1 | 0.08 | 0.69 | 0.02 | 0.87 | 0.67 | 0.84 | 0.97 | 0.94 | 0.98 | 0.98 | 0.97 | 0.85 |
Yield(%) | N/A | 4.6 | 10.6 | 9.2 | N/A | 0.2 | 5.4 | 5.7 | 24.0 | 5.5 | 5.2 | 2.2 | 2.5 | 2.7 | 1.1 |
Dividend Growth(%) | N/A | -20.7 | 193.9 | N/A | N/A | -95.3 | -14.0 | -81.1 | 390.7 | 17.4 | 119.0 | 0.0 | 16.7 | 63.6 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 04/02/2008
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 2031-2035 Asset Class Trend Rankings |
Top Rated Funds in Target Date 2031-2035
Best Mutual Funds
- ARLIX (ONE CHOICE 2035 PORTFOLIO I CLASS) (100%)
- ARYIX (ONE CHOICE 2035 PORTFOLIO INVESTOR CLASS) (99%)
- TRRJX (T. ROWE PRICE RETIREMENT 2035 FUND T. ROWE PRICE RETIREMENT 2035 FUND) (97%)
- VTTHX (VANGUARD TARGET RETIREMENT 2035 FUND INVESTOR SHARES) (96%)
- FFTHX (FIDELITY FREEDOM 2035 FUND FIDELITY FREEDOM 2035 FUND) (95%)
- ISQIX (VOYA SOLUTION 2035 PORTFOLIO CLASS I) (94%)
- TCLRX (TIAA-CREF LIFECYCLE 2035 FUND RETIREMENT CLASS) (92%)
- FITHX (FIDELITY ADVISOR FREEDOM 2035 FUND CLASS I) (91%)
- PRRYX (Putnam Retirement Ready 2035 Fd Cl Y Shs) (88%)
- GMHZX (MYDESTINATION 2035 FUND INVESTOR) (87%)