Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RWLRX (2045 STRATEGY FUND R1) | NA | -54.49% | -21.56% | -9.63% | 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 |
|---|---|---|
| RWLRX (2045 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 (%) | -42.78 | -54.49 | -21.56 | -9.63 | NA | NA | NA | … | … | -22.49 | 9.98 | -7.20 | 3.58 | 20.72 | 15.23 | -5.20 | 14.98 | 31.03 | -35.30 |
| Sharpe Ratio | NA | -0.31 | -0.09 | 0.80 | NA | NA | NA | … | … | -0.64 | 0.74 | -0.55 | 0.38 | 2.16 | 1.26 | -0.24 | 0.86 | 1.20 | -1.11 |
| Standard Deviation(%) | NA | 68.16 | 66.39 | 10.80 | NA | NA | NA | … | … | 44.92 | 13.12 | 13.20 | 9.47 | 9.56 | 12.11 | 21.57 | 17.36 | 25.85 | 40.04 |
| Draw Down(%) | NA | 32.25 | 32.25 | 32.25 | NA | NA | NA | … | … | 32.25 | 10.94 | 13.29 | 8.71 | 7.16 | 11.74 | 21.17 | 13.96 | 25.40 | 49.42 |
| Yield(%) | 0.00 | 4.04 | 10.24 | 8.70 | 5.08 | 3.39 | 2.54 | … | … | 0.29 | 4.74 | 4.46 | 24.32 | 3.87 | 4.35 | 6.04 | 2.48 | 2.89 | 1.03 |
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 |
|---|---|---|---|---|
| RWLRX (2045 STRATEGY FUND R1) |
-5.69%
Sep 2014 – Sep 2017 |
1.20%
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 |
|---|---|---|---|---|
| RWLRX (2045 STRATEGY FUND R1) |
23.55%
Feb 2009 – Feb 2012 |
19.39%
Feb 2009 – Feb 2014 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart