Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RQLRX (2055 STRATEGY FUND R1) | NA | -12.78% | -2.50% | 2.91% | NA | NA | NA | … | … |
Data as of 10/06/2017, Common starting date is 01/03/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RQLRX (2055 STRATEGY FUND R1) | 01/03/2011 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.04 | -12.78 | -2.50 | 2.91 | NA | NA | NA | … | … | -14.91 | 10.10 | -3.08 | 3.40 | 20.84 | 15.02 | -6.02 |
| Sharpe Ratio | NA | -0.30 | -0.08 | 0.07 | NA | NA | NA | … | … | -0.57 | 0.74 | -0.24 | 0.36 | 2.17 | 1.24 | -0.28 |
| Standard Deviation(%) | NA | 43.80 | 34.75 | 38.95 | NA | NA | NA | … | … | 34.47 | 13.33 | 13.08 | 9.46 | 9.59 | 12.18 | 21.56 |
| Draw Down(%) | NA | 25.69 | 25.69 | 25.69 | NA | NA | NA | … | … | 25.69 | 10.94 | 13.25 | 8.69 | 7.11 | 11.64 | 21.01 |
| Yield(%) | 0.00 | 2.98 | 5.86 | 5.42 | 3.06 | 2.04 | 1.53 | … | … | 0.28 | 3.59 | 3.52 | 11.76 | 3.31 | 3.38 | 2.02 |
Data as of 10/06/2017, Common starting date is 01/03/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RQLRX (2055 STRATEGY FUND R1) |
-2.69%
Sep 2014 – Sep 2017 |
3.10%
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 |
|---|---|---|---|---|
| RQLRX (2055 STRATEGY FUND R1) |
15.11%
Sep 2011 – Sep 2014 |
10.47%
May 2012 – May 2017 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart