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RWLRX: 2045 STRATEGY FUND R1 (MUTUAL FUND)
Basic Info
Asset Class: | Target Date 2041-2045 |
MyPlanIQ Rating: | Not Rated |
Start Date: | 04/02/2008 |
Last Dividend Date: | 07/06/2017 |
12-Mo. Yield | 4.04% |
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 | -26.7 | -14.3 | -4.8 | -22.5 | 10.0 | -7.2 | 3.6 | 20.7 | 15.2 | -5.2 | 15.0 | 31.0 | -35.3 |
Sharpe Ratio | NA | -0.31 | -0.09 | 0.8 | 0.03 | -0.64 | 0.74 | -0.55 | 0.38 | 2.16 | 1.26 | -0.24 | 0.86 | 1.2 | -1.11 |
Draw Down(%) | NA | 32.2 | 32.2 | 32.2 | 52.2 | 32.2 | 10.9 | 13.3 | 8.7 | 7.2 | 11.7 | 21.2 | 14.0 | 25.4 | 49.4 |
Standard Deviation(%) | NA | 68.2 | 66.4 | 10.8 | 24.6 | 44.9 | 13.1 | 13.2 | 9.5 | 9.6 | 12.1 | 21.6 | 17.4 | 25.8 | 40.0 |
Treynor Ratio | NA | -0.25 | -0.06 | 0.01 | 0.01 | -0.34 | 0.1 | -0.08 | 0.04 | 0.22 | 0.16 | -0.05 | 0.15 | 0.3 | -0.49 |
Alpha | NA | -0.19 | -0.1 | -0.1 | -0.02 | -0.16 | 0.02 | -0.01 | -0.01 | -0.01 | 0.0 | -0.01 | 0.0 | 0.01 | -0.05 |
Beta | NA | 0.84 | 0.96 | 0.93 | 0.96 | 0.84 | 0.95 | 0.89 | 0.89 | 0.93 | 0.97 | 0.98 | 1.02 | 1.02 | 0.91 |
RSquared | NA | 0.01 | 0.07 | 0.04 | 0.63 | 0.02 | 0.89 | 0.81 | 0.85 | 0.97 | 0.94 | 0.98 | 0.98 | 0.97 | 0.85 |
Yield(%) | N/A | 4.0 | 10.2 | 8.7 | N/A | 0.2 | 4.9 | 4.4 | 24.3 | 3.9 | 4.5 | 6.0 | 2.5 | 2.9 | 1.1 |
Dividend Growth(%) | N/A | -12.5 | 156.3 | N/A | N/A | -94.7 | 0.0 | -85.6 | 610.8 | -2.6 | -33.3 | 171.4 | 10.5 | 72.7 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 04/02/2008
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