Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| RXLDX (2040 STRATEGY FUND CLASS R3) | NA | -3.53% | 10.21% | 8.46% | 4.30% | NA | NA | 4.65% |
Data as of 06/16/2015, AR inception is 01/07/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RXLDX (2040 STRATEGY FUND CLASS R3) | 01/07/2005 | 06/16/2015 |
| 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 | 2005 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -3.53 | 10.21 | 8.46 | 4.30 | NA | NA | 4.65 | 0.00 | 0.37 | 20.17 | 14.58 | -5.70 | 14.65 | 30.04 | -39.72 | 6.73 | 16.28 | 8.39 |
| Sharpe Ratio | NA | -0.85 | 1.18 | 0.63 | 0.18 | NA | NA | 0.19 | 0.00 | 0.05 | 2.09 | 1.19 | -0.26 | 0.85 | 1.15 | -1.10 | 0.22 | 1.49 | 0.90 |
| Standard Deviation(%) | NA | 4.16 | 8.65 | 13.41 | 18.90 | NA | NA | 18.45 | NA | 7.50 | 9.62 | 12.30 | 21.80 | 17.21 | 26.11 | 36.94 | 16.69 | 8.74 | 7.06 |
| Draw Down(%) | NA | 5.43 | 7.17 | 21.34 | 56.61 | NA | NA | 56.61 | 0.00 | 5.43 | 7.17 | 11.80 | 21.34 | 14.00 | 25.88 | 50.75 | 11.29 | 8.23 | 5.02 |
| Yield(%) | 0.00 | 0.04 | 1.41 | 1.65 | 2.09 | 1.44 | 1.08 | 2.16 | 0.00 | 0.14 | 2.37 | 1.52 | 1.22 | 2.14 | 2.64 | 0.77 | 4.93 | 4.59 | 0.00 |
Data as of 06/16/2015, AR inception is 01/07/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RXLDX (2040 STRATEGY FUND CLASS R3) |
-15.71%
Feb 2006 - Feb 2009 |
-3.35%
May 2007 - May 2012 |
4.40%
Feb 2005 - Feb 2015 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RXLDX (2040 STRATEGY FUND CLASS R3) |
23.08%
Feb 2009 - Feb 2012 |
18.83%
Feb 2009 - Feb 2014 |
4.72%
Apr 2005 - Apr 2015 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart