Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RZLAX (IN RETIREMENT FUND CLASS A) | NA | -17.10% | -4.14% | -0.65% | NA | NA | NA | … | … |
Data as of 10/06/2017, Common starting date is 03/01/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RZLAX (IN RETIREMENT FUND CLASS A) | 03/01/2011 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.04 | -17.10 | -4.14 | -0.65 | NA | NA | NA | … | … | -16.55 | 5.59 | -1.26 | 4.32 | 5.49 | 9.91 | -2.15 |
| Sharpe Ratio | NA | -0.52 | -0.18 | -0.03 | NA | NA | NA | … | … | -0.75 | 1.15 | -0.29 | 1.31 | 1.31 | 2.55 | -0.35 |
| Standard Deviation(%) | NA | 33.95 | 24.18 | 24.15 | NA | NA | NA | … | … | 28.65 | 4.67 | 4.51 | 3.30 | 4.16 | 3.89 | 7.44 |
| Draw Down(%) | NA | 22.17 | 22.17 | 22.17 | NA | NA | NA | … | … | 22.17 | 2.92 | 5.17 | 2.53 | 4.79 | 3.24 | 7.16 |
| Yield(%) | 0.00 | 5.98 | 12.88 | 9.60 | 5.17 | 3.45 | 2.58 | … | … | 0.32 | 6.99 | 6.60 | 30.51 | 6.17 | 3.75 | 0.00 |
Data as of 10/06/2017, Common starting date is 03/01/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RZLAX (IN RETIREMENT FUND CLASS A) |
-4.11%
Sep 2014 – Sep 2017 |
-0.59%
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 |
|---|---|---|---|---|
| RZLAX (IN RETIREMENT FUND CLASS A) |
6.93%
Sep 2011 – Sep 2014 |
5.50%
Sep 2011 – Sep 2016 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart