Performance Comparison
Portfolio Performance Comparison
The return data shown below all have the same latest date: 06/16/2015.
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| RRLTX (Russell LifePoints 2030 Strategy R2) | NA | -2.32% | 9.09% | 8.01% | NA | NA | NA | 3.22% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RRLTX (Russell LifePoints 2030 Strategy R2) | 03/01/2006 | 06/16/2015 |
The return data shown below all have the same latest date: 06/16/2015.
AR inception is since 03/01/2006.
AR inception is since 03/01/2006.
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -2.32 | 9.09 | 8.01 | NA | NA | NA | 3.22 | 0.00 | 1.52 | 16.19 | 13.67 | -4.56 | 14.72 | 30.13 | -39.12 | 7.03 | 6.87 |
| Sharpe Ratio | NA | -0.77 | 1.30 | 0.67 | NA | NA | NA | 0.13 | 0.00 | 0.27 | 2.02 | 1.31 | -0.23 | 0.87 | 1.15 | -1.09 | 0.26 | 0.56 |
| Standard Deviation(%) | NA | 3.02 | 7.05 | 11.94 | NA | NA | NA | 18.64 | NA | 5.56 | 7.98 | 10.49 | 19.80 | 16.78 | 26.17 | 36.68 | 15.60 | 8.80 |
| Draw Down(%) | NA | 3.86 | 6.54 | 19.61 | NA | NA | NA | 56.03 | 0.00 | 3.86 | 6.54 | 10.03 | 19.61 | 13.47 | 25.88 | 50.33 | 10.47 | 7.38 |
| Yield(%) | 0.00 | 0.16 | 1.64 | 1.99 | 1.68 | 1.12 | 0.84 | 1.86 | 0.00 | 0.37 | 2.36 | 2.16 | 1.64 | 2.45 | 2.87 | 0.96 | 5.22 | 0.00 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RRLTX (Russell LifePoints 2030 Strategy R2) |
-12.14%
Apr 2006 - Apr 2009 |
-2.75%
May 2007 - May 2012 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RRLTX (Russell LifePoints 2030 Strategy R2) |
23.23%
Feb 2009 - Feb 2012 |
18.22%
Feb 2009 - Feb 2014 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart