Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RLLDX (2020 STRATEGY FUND CLASS R3) | NA | -1.22% | 6.10% | 6.30% | 4.25% | NA | NA | … | … |
Data as of 06/16/2015, Common starting date is 01/07/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RLLDX (2020 STRATEGY FUND CLASS R3) | 01/07/2005 | 06/16/2015 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -1.22 | 6.10 | 6.30 | 4.25 | NA | NA | … | … | 0.00 | 2.42 | 8.57 | 11.25 | -0.81 | 12.88 | 26.04 | -29.22 | 6.55 | 11.59 | 5.91 |
| Sharpe Ratio | NA | -0.65 | 1.39 | 0.89 | 0.30 | NA | NA | … | … | 0.00 | 0.71 | 1.59 | 1.85 | -0.07 | 1.33 | 1.60 | -1.30 | 0.36 | 1.27 | 0.69 |
| Standard Deviation(%) | NA | 1.89 | 4.40 | 7.01 | 11.27 | NA | NA | … | … | 0.00 | 3.38 | 5.36 | 6.12 | 11.35 | 9.65 | 16.20 | 23.14 | 9.91 | 6.58 | 5.56 |
| Draw Down(%) | NA | 2.37 | 5.59 | 11.45 | 42.45 | NA | NA | … | … | 0.00 | 2.37 | 5.59 | 5.56 | 11.45 | 7.35 | 17.87 | 38.62 | 6.62 | 6.10 | 3.96 |
| Yield(%) | 0.00 | 0.19 | 2.20 | 2.65 | 2.64 | 1.81 | 1.35 | … | … | 0.00 | 0.37 | 3.66 | 2.73 | 2.11 | 3.76 | 3.75 | 1.82 | 5.15 | 2.21 | 0.00 |
Data as of 06/16/2015, Common starting date is 01/07/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RLLDX (2020 STRATEGY FUND CLASS R3) |
-10.19%
Feb 2006 – Feb 2009 |
0.61%
May 2007 – May 2012 |
4.33%
Feb 2005 – Feb 2015 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RLLDX (2020 STRATEGY FUND CLASS R3) |
19.22%
Feb 2009 – Feb 2012 |
14.42%
Feb 2009 – Feb 2014 |
4.57%
Apr 2005 – Apr 2015 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart