Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RPLRX (2025 STRATEGY FUND R1) | NA | -52.63% | -20.25% | -9.89% | NA | NA | NA | … | … |
Data as of 10/06/2017, Common starting date is 04/02/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RPLRX (2025 STRATEGY FUND R1) | 04/02/2008 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -44.20 | -52.63 | -20.25 | -9.89 | NA | NA | NA | … | … | -15.52 | 7.39 | -6.34 | 4.30 | 12.55 | 13.01 | -2.03 | 14.17 | 28.53 | -30.87 |
| Sharpe Ratio | NA | -0.45 | -0.13 | 0.04 | NA | NA | NA | … | … | -0.69 | 0.98 | -0.77 | 0.77 | 1.94 | 1.65 | -0.14 | 1.10 | 1.41 | -1.22 |
| Standard Deviation(%) | NA | 35.19 | 25.66 | 25.94 | NA | NA | NA | … | … | 29.45 | 7.30 | 8.30 | 5.55 | 6.44 | 7.90 | 14.95 | 12.75 | 20.21 | 32.46 |
| Draw Down(%) | NA | 22.63 | 22.63 | 22.63 | NA | NA | NA | … | … | 22.63 | 5.49 | 10.10 | 4.83 | 5.93 | 7.42 | 14.96 | 9.98 | 20.98 | 43.75 |
| Yield(%) | 0.00 | 4.41 | 10.11 | 8.74 | 5.32 | 3.55 | 2.66 | … | … | 0.39 | 5.35 | 5.71 | 22.72 | 7.71 | 5.12 | 2.65 | 3.42 | 3.30 | 1.39 |
Data as of 10/06/2017, Common starting date is 04/02/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RPLRX (2025 STRATEGY FUND R1) |
-3.17%
Sep 2014 – Sep 2017 |
1.40%
Sep 2012 – Sep 2017 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RPLRX (2025 STRATEGY FUND R1) |
21.45%
Feb 2009 – Feb 2012 |
16.63%
Feb 2009 – Feb 2014 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart