Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| RRLDX (2030 STRATEGY FUND CLASS R3) | NA | -2.46% | 8.87% | 7.78% | 3.92% | NA | NA | 4.24% |
Data as of 06/16/2015, AR inception is 01/07/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RRLDX (2030 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 | Inception | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -2.46 | 8.87 | 7.78 | 3.92 | NA | NA | 4.24 | 0.00 | 1.39 | 15.90 | 13.34 | -4.78 | 14.43 | 29.91 | -39.31 | 6.88 | 15.33 | 7.46 |
| Sharpe Ratio | NA | -0.80 | 1.27 | 0.65 | 0.17 | NA | NA | 0.18 | 0.00 | 0.25 | 2.00 | 1.28 | -0.24 | 0.86 | 1.14 | -1.09 | 0.25 | 1.43 | 0.86 |
| Standard Deviation(%) | NA | 3.08 | 7.03 | 11.95 | 18.17 | NA | NA | 17.77 | NA | 5.57 | 7.93 | 10.47 | 19.91 | 16.70 | 26.12 | 36.96 | 15.62 | 8.42 | 6.29 |
| Draw Down(%) | NA | 3.86 | 6.54 | 19.66 | 56.17 | NA | NA | 56.17 | 0.00 | 3.86 | 6.54 | 10.01 | 19.66 | 13.57 | 25.98 | 50.46 | 10.47 | 7.39 | 4.44 |
| Yield(%) | 0.00 | 0.10 | 1.41 | 1.74 | 2.08 | 1.43 | 1.07 | 2.15 | 0.00 | 0.23 | 2.09 | 1.85 | 1.42 | 2.27 | 2.66 | 0.78 | 5.06 | 4.13 | 0.00 |
Data as of 06/16/2015, AR inception is 01/07/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RRLDX (2030 STRATEGY FUND CLASS R3) |
-15.64%
Feb 2006 - Feb 2009 |
-2.98%
May 2007 - May 2012 |
4.01%
Feb 2005 - Feb 2015 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RRLDX (2030 STRATEGY FUND CLASS R3) |
22.92%
Feb 2009 - Feb 2012 |
17.94%
Feb 2009 - Feb 2014 |
4.30%
Apr 2005 - Apr 2015 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart