Find A Portfolio/Ticker
Comparison Box
RXLDX: Russell LifePoints 2040 Strategy R3 (MUTUAL FUND)
Basic Info
Asset Class: | Target Date 2036-2040 |
MyPlanIQ Rating: | Not Rated |
Start Date: | 01/07/2005 |
Last Dividend Date: | 07/03/2014 |
12-Mo. Yield | 0.04% |
Expenses | 1.34% |
Sign up to get fund ranking change alerts |
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 | -3.5 | 10.2 | 8.5 | 4.3 | 4.5 | 0.0 | 0.4 | 20.2 | 14.6 | -5.7 | 14.6 | 30.0 | -39.7 | 6.7 | 16.3 | 8.4 |
Sharpe Ratio | NA | -0.85 | 1.18 | 0.63 | 0.18 | 0.19 | 0.0 | 0.05 | 2.09 | 1.19 | -0.26 | 0.85 | 1.15 | -1.1 | 0.22 | 1.49 | 0.9 |
Draw Down(%) | NA | 5.4 | 7.2 | 21.3 | 56.6 | 56.6 | 0.0 | 5.4 | 7.2 | 11.8 | 21.3 | 14.0 | 25.9 | 50.8 | 11.3 | 8.2 | 5.0 |
Standard Deviation(%) | NA | 4.2 | 8.7 | 13.4 | 18.9 | 18.5 | NA | 7.5 | 9.6 | 12.3 | 21.8 | 17.2 | 26.1 | 36.9 | 16.7 | 8.7 | 7.1 |
Treynor Ratio | NA | -0.2 | 0.15 | 0.09 | 0.04 | 0.04 | NA | 0.01 | 0.22 | 0.15 | -0.06 | 0.14 | 0.29 | -0.43 | 0.03 | 0.14 | 0.0 |
Alpha | NA | -0.02 | 0.0 | -0.02 | -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 | 0.17 | 0.69 | 0.89 | 0.96 | 0.96 | 0.0 | 0.55 | 0.93 | 0.98 | 0.98 | 1.02 | 1.03 | 0.94 | 1.14 | 0.9 | NA |
RSquared | NA | 0.18 | 0.68 | 0.87 | 0.88 | 0.88 | 0.0 | 0.51 | 0.96 | 0.93 | 0.98 | 0.98 | 0.97 | 0.86 | 0.97 | 0.44 | 0.0 |
Yield(%) | N/A | 0.0 | 1.4 | 1.7 | 2.1 | N/A | 0.0 | 0.1 | 2.4 | 1.5 | 1.2 | 2.1 | 2.6 | 0.8 | 4.9 | 4.6 | 0.0 |
Dividend Growth(%) | N/A | -98.1 | -12.1 | -44.8 | N/A | N/A | -100.0 | -93.5 | 75.7 | 17.5 | -36.4 | 4.8 | 105.4 | -84.2 | 18.0 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 01/07/2005
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 2036-2040 Asset Class Trend Rankings |
Top Rated Funds in Target Date 2036-2040
Best Mutual Funds
- TRRDX (T. ROWE PRICE RETIREMENT 2040 FUND T. ROWE PRICE RETIREMENT 2040 FUND) (100%)
- MLFIX (MFS LIFETIME 2040 FUND I) (99%)
- SWERX (SCHWAB TARGET 2040 FUND SCHWAB TARGET 2040 FUND) (96%)
- FFFFX (FIDELITY FREEDOM 2040 FUND FIDELITY FREEDOM 2040 FUND) (95%)
- PTDIX (PRINCIPAL LIFETIME 2040 FUND INSTITUTIONAL CLASS) (94%)
- PTDPX (PRINCIPAL LIFETIME 2040 FUND R-5) (93%)
- STLEX (BLACKROCK LIFEPATH DYNAMIC 2040 FUND INSTITUTIONAL SHARES) (92%)
- TCLOX (TIAA-CREF LIFECYCLE 2040 FUND RETIREMENT CLASS) (91%)
- FIFFX (FIDELITY ADVISOR FREEDOM 2040 FUND CLASS I) (88%)
- PRZZX (Putnam Retirement Ready 2040 Cl Y Shs) (87%)