Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RRLAX (2030 STRATEGY FUND CLASS A) | NA | -21.42% | -5.74% | 0.13% | -0.60% | NA | NA | … | … |
Data as of 10/06/2017, Common starting date is 09/08/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RRLAX (2030 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 (%) | -0.04 | -21.42 | -5.74 | 0.13 | -0.60 | NA | NA | … | … | -21.97 | 7.99 | -2.43 | 3.80 | 16.27 | 13.74 | -4.59 | 14.75 | 30.25 | -38.84 | 7.21 | 15.56 | 0.86 |
| Sharpe Ratio | NA | -0.39 | -0.12 | 0.00 | 0.18 | NA | NA | … | … | -0.70 | 0.86 | -0.27 | 0.53 | 2.05 | 1.32 | -0.23 | 0.88 | 1.15 | -1.08 | 0.27 | 1.53 | 0.04 |
| Standard Deviation(%) | NA | 56.77 | 48.79 | 80.66 | 18.00 | NA | NA | … | … | 40.35 | 9.03 | 9.26 | 7.10 | 7.94 | 10.45 | 19.83 | 16.76 | 26.25 | 36.64 | 15.64 | 8.03 | 6.62 |
| Draw Down(%) | NA | 29.68 | 29.68 | 29.68 | 55.76 | NA | NA | … | … | 29.68 | 7.12 | 9.81 | 6.26 | 6.50 | 10.05 | 19.63 | 13.49 | 25.84 | 50.11 | 10.54 | 7.39 | 4.39 |
| Yield(%) | 0.00 | 5.15 | 13.91 | 10.52 | 5.36 | 4.79 | 3.59 | … | … | 0.19 | 6.09 | 8.71 | 32.70 | 2.34 | 2.19 | 1.67 | 2.46 | 2.86 | 0.95 | 5.31 | 4.34 | 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 |
|---|---|---|---|---|
| RRLAX (2030 STRATEGY FUND CLASS A) |
-15.32%
Feb 2006 – Feb 2009 |
-2.63%
May 2007 – May 2012 |
-0.41%
Sep 2007 – Sep 2017 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RRLAX (2030 STRATEGY FUND CLASS A) |
23.31%
Feb 2009 – Feb 2012 |
18.28%
Feb 2009 – Feb 2014 |
4.32%
Oct 2005 – Oct 2015 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart