Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RBLUX (BALANCED STRATEGY FUND CLASS R4) | NA | 16.83% | -1.78% | 2.01% | 3.20% | NA | NA | … | … |
Data as of 12/11/2024, Common starting date is 10/02/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RBLUX (BALANCED STRATEGY FUND CLASS R4) | 10/02/2014 | 12/11/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.27 | 16.83 | -1.78 | 2.01 | 3.20 | NA | NA | … | … | 12.74 | 12.73 | -17.29 | 0.34 | 3.29 | 13.84 | -6.32 | 10.28 | 8.83 | -2.39 | 2.48 |
| Sharpe Ratio | NA | 1.66 | -0.37 | 0.02 | 0.18 | NA | NA | … | … | 1.25 | 1.04 | -1.22 | 0.02 | 0.15 | 2.32 | -1.33 | 2.37 | 1.01 | -0.28 | 1.27 |
| Standard Deviation(%) | NA | 7.94 | 12.81 | 13.83 | 10.91 | NA | NA | … | … | 7.87 | 8.82 | 15.37 | 13.63 | 19.90 | 5.33 | 5.82 | 4.08 | 8.55 | 8.77 | 8.23 |
| Draw Down(%) | NA | 4.20 | 31.26 | 32.13 | 32.13 | NA | NA | … | … | 4.20 | 8.91 | 23.70 | 12.73 | 25.23 | 3.28 | 11.68 | 1.46 | 7.31 | 9.54 | 3.80 |
| Yield(%) | 0.00 | 1.71 | 1.63 | 2.10 | 3.81 | 2.58 | 1.94 | … | … | 1.66 | 0.46 | 2.33 | 2.39 | 0.56 | 3.84 | 5.46 | 6.01 | 8.14 | 9.24 | 2.17 |
Data as of 12/11/2024, Common starting date is 10/02/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RBLUX (BALANCED STRATEGY FUND CLASS R4) |
-6.11%
Sep 2019 – Sep 2022 |
-2.87%
Sep 2017 – Sep 2022 |
2.97%
Nov 2014 – Nov 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RBLUX (BALANCED STRATEGY FUND CLASS R4) |
8.57%
Oct 2018 – Oct 2021 |
7.01%
Feb 2016 – Feb 2021 |
2.97%
Nov 2014 – Nov 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart