Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RLLAX (2020 STRATEGY FUND CLASS A) | NA | -21.20% | -5.67% | -0.99% | 0.35% | NA | NA | … | … |
Data as of 10/06/2017, Common starting date is 09/08/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RLLAX (2020 STRATEGY FUND CLASS A) | 09/08/2005 | 10/06/2017 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.02 | -21.20 | -5.67 | -0.99 | 0.35 | NA | NA | … | … | -21.05 | 6.45 | -1.48 | 4.38 | 8.76 | 11.50 | -0.55 | 13.10 | 26.35 | -29.01 | 6.80 | 12.74 | 0.48 |
| Sharpe Ratio | NA | -0.46 | -0.16 | -0.03 | 0.00 | NA | NA | … | … | -0.76 | 1.08 | -0.26 | 1.00 | 1.64 | 1.92 | -0.05 | 1.33 | 1.62 | -1.30 | 0.38 | 1.44 | -0.16 |
| Standard Deviation(%) | NA | 46.87 | 36.72 | 44.78 | 162.37 | NA | NA | … | … | 35.77 | 5.77 | 5.84 | 4.36 | 5.33 | 6.00 | 11.38 | 9.78 | 16.19 | 23.03 | 9.87 | 6.60 | 6.05 |
| Draw Down(%) | NA | 26.86 | 26.86 | 26.86 | 42.26 | NA | NA | … | … | 26.86 | 4.04 | 6.59 | 3.75 | 5.57 | 5.57 | 11.37 | 7.28 | 17.83 | 38.44 | 6.53 | 6.10 | 4.03 |
| Yield(%) | 0.00 | 6.23 | 14.37 | 10.49 | 6.25 | 5.24 | 3.93 | … | … | 0.32 | 7.27 | 11.67 | 31.49 | 3.94 | 2.99 | 2.36 | 4.01 | 3.98 | 2.00 | 5.40 | 3.18 | 0.00 |
Data as of 10/06/2017, Common starting date is 09/08/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RLLAX (2020 STRATEGY FUND CLASS A) |
-9.72%
Feb 2006 – Feb 2009 |
-0.89%
Sep 2012 – Sep 2017 |
0.47%
Sep 2007 – Sep 2017 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RLLAX (2020 STRATEGY FUND CLASS A) |
19.48%
Feb 2009 – Feb 2012 |
14.67%
Feb 2009 – Feb 2014 |
4.71%
Oct 2005 – Oct 2015 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart