Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RVLRX (2035 STRATEGY FUND R1) | NA | -52.47% | -20.32% | -8.77% | NA | NA | NA | … | … |
Data as of 10/06/2017, Common starting date is 04/02/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RVLRX (2035 STRATEGY FUND R1) | 04/02/2008 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -42.43 | -52.47 | -20.32 | -8.77 | NA | NA | NA | … | … | -18.90 | 9.25 | -7.88 | 3.64 | 20.78 | 15.09 | -5.16 | 15.00 | 30.95 | -35.41 |
| Sharpe Ratio | NA | -0.35 | -0.11 | 0.03 | NA | NA | NA | … | … | -0.65 | 0.82 | -0.65 | 0.40 | 2.16 | 1.24 | -0.24 | 0.86 | 1.19 | -1.12 |
| Standard Deviation(%) | NA | 50.91 | 41.87 | 55.44 | NA | NA | NA | … | … | 37.84 | 10.99 | 12.08 | 9.09 | 9.58 | 12.26 | 21.62 | 17.42 | 25.88 | 39.87 |
| Draw Down(%) | NA | 27.99 | 27.99 | 27.99 | NA | NA | NA | … | … | 27.99 | 9.03 | 12.69 | 8.24 | 7.19 | 11.74 | 21.18 | 13.96 | 25.33 | 49.29 |
| Yield(%) | 0.00 | 4.63 | 10.59 | 9.25 | 5.16 | 3.44 | 2.58 | … | … | 0.31 | 5.45 | 5.68 | 23.96 | 5.49 | 5.10 | 2.25 | 2.48 | 2.80 | 1.01 |
Data as of 10/06/2017, Common starting date is 04/02/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RVLRX (2035 STRATEGY FUND R1) |
-4.34%
Sep 2014 – Sep 2017 |
2.06%
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 |
|---|---|---|---|---|
| RVLRX (2035 STRATEGY FUND R1) |
23.51%
Feb 2009 – Feb 2012 |
19.35%
Feb 2009 – Feb 2014 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart