Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RMLDX (MODERATE STRATEGY FUND CLASS R3) | NA | -1.14% | 5.16% | 5.49% | 4.23% | NA | NA | … | … |
Data as of 06/16/2015, Common starting date is 09/11/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RMLDX (MODERATE STRATEGY FUND CLASS R3) | 09/11/2000 | 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 | 2004 | 2003 | 2002 | 2001 | 2000 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -1.14 | 5.16 | 5.49 | 4.23 | NA | NA | … | … | 0.00 | 2.79 | 6.17 | 10.26 | -0.31 | 11.43 | 23.76 | -23.75 | 6.15 | 9.29 | 4.28 | 7.17 | 14.17 | -3.07 | -0.15 | -1.15 |
| Sharpe Ratio | NA | -0.65 | 1.33 | 0.93 | 0.41 | NA | NA | … | … | 0.00 | 0.86 | 1.27 | 2.07 | -0.04 | 1.51 | 2.03 | -1.56 | 0.48 | 1.20 | 0.49 | 1.32 | 2.55 | -0.60 | -0.41 | -0.77 |
| Standard Deviation(%) | NA | 1.76 | 3.87 | 5.85 | 8.16 | NA | NA | … | … | NA | 3.25 | 4.85 | 4.98 | 9.33 | 7.54 | 11.64 | 15.81 | 6.34 | 4.92 | 4.14 | 4.69 | 5.28 | 7.01 | 6.44 | 10.45 |
| Draw Down(%) | NA | 2.38 | 5.67 | 9.52 | 34.25 | NA | NA | … | … | 0.00 | 2.38 | 5.67 | 4.66 | 9.52 | 5.59 | 14.06 | 31.60 | 4.05 | 4.21 | 2.77 | 4.80 | 4.08 | 9.57 | 8.32 | 5.33 |
| Yield(%) | 0.00 | 0.19 | 1.36 | 2.10 | 3.14 | 2.99 | 2.25 | … | … | 0.00 | 0.39 | 1.27 | 2.74 | 2.14 | 3.58 | 3.84 | 4.19 | 6.75 | 5.05 | 2.48 | 1.86 | 2.16 | 2.79 | 3.66 | 2.19 |
Data as of 06/16/2015, Common starting date is 09/11/2000
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RMLDX (MODERATE STRATEGY FUND CLASS R3) |
-7.53%
Feb 2006 – Feb 2009 |
-2.46%
Feb 2004 – Feb 2009 |
4.04%
Oct 2000 – Oct 2010 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RMLDX (MODERATE STRATEGY FUND CLASS R3) |
16.79%
Feb 2009 – Feb 2012 |
12.40%
Feb 2009 – Feb 2014 |
5.86%
Mar 2003 – Mar 2013 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart