Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| RXLAX (2040 STRATEGY FUND CLASS A) | NA | -27.71% | -8.57% | -1.07% | -1.35% | NA | NA | 1.21% |
Data as of 10/06/2017, AR inception is 09/08/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RXLAX (2040 STRATEGY FUND CLASS A) | 09/08/2005 | 10/06/2017 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.01 | -27.71 | -8.57 | -1.07 | -1.35 | NA | NA | 1.21 | -29.42 | 9.77 | -14.03 | 3.24 | 20.49 | 14.78 | -5.43 | 14.82 | 30.38 | -39.54 | 6.99 | 16.53 | 1.24 |
| Sharpe Ratio | NA | 2.48 | 0.51 | 0.77 | 0.20 | NA | NA | 0.25 | 3.06 | 0.72 | -0.85 | 0.34 | 2.13 | 1.21 | -0.25 | 0.85 | 1.16 | -1.09 | 0.24 | 1.52 | 0.20 |
| Standard Deviation(%) | NA | 7.07 | 11.79 | 10.87 | 19.14 | NA | NA | 18.00 | 6.47 | 13.15 | 16.58 | 9.45 | 9.62 | 12.25 | 21.64 | 17.30 | 26.16 | 36.90 | 16.74 | 8.76 | 7.51 |
| Draw Down(%) | NA | 4.21 | 19.05 | 19.05 | 56.44 | NA | NA | 56.44 | 1.70 | 11.02 | 19.05 | 8.73 | 7.15 | 11.73 | 21.16 | 13.97 | 25.84 | 50.62 | 11.21 | 8.23 | 4.65 |
| Yield(%) | 0.00 | 7.95 | 16.22 | 12.48 | 6.06 | 5.45 | 4.09 | 6.81 | 0.16 | 8.94 | 11.03 | 36.93 | 2.68 | 1.84 | 1.49 | 2.33 | 2.86 | 0.95 | 5.11 | 4.83 | 0.00 |
Data as of 10/06/2017, AR inception is 09/08/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RXLAX (2040 STRATEGY FUND CLASS A) |
-15.49%
Feb 2006 - Feb 2009 |
-3.12%
May 2007 - May 2012 |
-1.15%
Sep 2007 - Sep 2017 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RXLAX (2040 STRATEGY FUND CLASS A) |
23.35%
Feb 2009 - Feb 2012 |
19.12%
Feb 2009 - Feb 2014 |
4.58%
Oct 2005 - Oct 2015 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart