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RZLDX: Russell In Retirement R3 (MUTUAL FUND)
Basic Info
Asset Class: | Retirement Income |
MyPlanIQ Rating: | Not Rated |
Start Date: | 04/03/2008 |
Last Dividend Date: | 07/03/2014 |
12-Mo. Yield | 0.21% |
Expenses | 1.13% |
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Performance Analytics (As of 06/16/2015)
Not up-to-date? TryLast 1 Week* | 1 Yr | 3 Yr | 5 Yr | Since 04/03/2008 |
2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.0 | -0.7 | 4.6 | 5.2 | 4.0 | 0.0 | 2.6 | 5.1 | 9.7 | 1.2 | 10.8 | 22.2 | -18.1 |
Sharpe Ratio | NA | -0.5 | 1.44 | 1.14 | 0.55 | 0.0 | 1.02 | 1.25 | 2.54 | 0.17 | 1.73 | 2.31 | -1.73 |
Draw Down(%) | NA | 1.9 | 4.9 | 6.8 | 28.5 | 0.0 | 1.9 | 4.9 | 3.2 | 6.8 | 4.4 | 11.9 | 27.2 |
Standard Deviation(%) | NA | 1.5 | 3.2 | 4.6 | 7.1 | 0.0 | 2.6 | 4.1 | 3.8 | 7.0 | 6.2 | 9.6 | 14.0 |
Treynor Ratio | NA | -0.05 | 0.07 | 0.06 | 0.04 | 0.0 | 0.05 | 0.05 | 0.1 | 0.01 | 0.1 | 0.2 | -0.24 |
Alpha | NA | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.01 | -0.02 | 0.0 | 0.02 | -0.04 |
Beta | NA | 0.15 | 0.7 | 0.93 | 1.02 | 0.0 | 0.54 | 1.0 | 0.96 | 1.12 | 1.12 | 1.1 | 1.02 |
RSquared | NA | 0.14 | 0.62 | 0.78 | 0.85 | 0.0 | 0.44 | 0.9 | 0.83 | 0.92 | 0.91 | 0.92 | 0.85 |
Yield(%) | N/A | 0.2 | 3.2 | 3.6 | N/A | 0.0 | 0.4 | 6.0 | 3.4 | 3.0 | 4.3 | 4.2 | 2.6 |
Dividend Growth(%) | N/A | -96.4 | -2.8 | N/A | N/A | -100.0 | -93.2 | 85.7 | 14.4 | -27.3 | 21.2 | 28.4 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 04/03/2008
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