Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RRLRX (2030 STRATEGY FUND CLASS R1) | NA | -21.61% | -5.67% | 0.29% | -0.46% | NA | NA | … | … |
Data as of 10/06/2017, Common starting date is 03/01/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RRLRX (2030 STRATEGY FUND CLASS R1) | 03/01/2006 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -21.61 | -5.67 | 0.29 | -0.46 | NA | NA | … | … | -22.46 | 1.96 | -11.16 | -28.87 | 13.73 | 11.43 | -6.29 | 12.11 | 26.99 | -39.87 | 1.80 | 6.96 |
| Sharpe Ratio | NA | -1.24 | -1.44 | -1.32 | -1.13 | NA | NA | … | … | -1.15 | -3.06 | -2.55 | -1.26 | -0.59 | -0.68 | -1.25 | -0.39 | 0.32 | -1.61 | -1.24 | -2.08 |
| Standard Deviation(%) | NA | 36.15 | 31.10 | 24.61 | 24.41 | NA | NA | … | … | 40.79 | 10.49 | 11.63 | 37.75 | 8.11 | 10.55 | 19.90 | 16.81 | 26.14 | 36.81 | 16.44 | 8.73 |
| Draw Down(%) | NA | 29.93 | 52.37 | 52.52 | 58.53 | NA | NA | … | … | 29.93 | 7.07 | 15.02 | 32.39 | 6.45 | 10.22 | 19.73 | 13.44 | 25.81 | 50.88 | 11.86 | 7.38 |
| Yield(%) | 0.00 | 5.41 | 14.17 | 10.81 | 5.54 | 4.69 | 3.51 | … | … | 0.34 | 6.41 | 9.08 | 33.18 | 2.62 | 2.51 | 1.93 | 2.64 | 3.15 | 1.17 | 5.57 | 3.58 |
Data as of 10/06/2017, Common starting date is 03/01/2006
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RRLRX (2030 STRATEGY FUND CLASS R1) |
-10.92%
Apr 2006 – Apr 2009 |
-2.49%
May 2007 – May 2012 |
-0.27%
Sep 2007 – Sep 2017 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RRLRX (2030 STRATEGY FUND CLASS R1) |
23.54%
Feb 2009 – Feb 2012 |
18.53%
Feb 2009 – Feb 2014 |
4.22%
Jul 2006 – Jul 2016 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart