Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RZLRX (IN RETIREMENT FUND R1) | NA | -17.52% | -4.13% | -0.55% | NA | NA | NA | … | … |
Data as of 10/06/2017, Common starting date is 04/01/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RZLRX (IN RETIREMENT FUND R1) | 04/01/2008 | 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 (%) | 0.00 | -17.52 | -4.13 | -0.55 | NA | NA | NA | … | … | -17.37 | -1.57 | -7.87 | -26.66 | -0.95 | 5.96 | -1.59 | 6.46 | 17.68 | -20.42 |
| Sharpe Ratio | NA | -1.58 | -1.66 | -1.66 | NA | NA | NA | … | … | -1.39 | -4.57 | -3.70 | -1.31 | -2.83 | -2.73 | -2.74 | -1.77 | -0.09 | -3.21 |
| Standard Deviation(%) | NA | 26.39 | 25.43 | 20.04 | NA | NA | NA | … | … | 29.32 | 7.78 | 7.14 | 34.41 | 6.88 | 4.66 | 7.33 | 6.84 | 9.92 | 14.06 |
| Draw Down(%) | NA | 22.73 | 47.28 | 47.85 | NA | NA | NA | … | … | 22.63 | 7.89 | 10.34 | 29.64 | 5.30 | 3.74 | 7.24 | 4.50 | 11.87 | 29.03 |
| Yield(%) | 0.00 | 6.29 | 13.25 | 9.95 | 6.83 | 4.55 | 3.41 | … | … | 0.45 | 7.44 | 7.00 | 31.25 | 6.56 | 4.09 | 3.32 | 4.73 | 4.67 | 2.95 |
Data as of 10/06/2017, Common starting date is 04/01/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RZLRX (IN RETIREMENT FUND R1) |
-4.10%
Sep 2014 – Sep 2017 |
-0.48%
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 |
|---|---|---|---|---|
| RZLRX (IN RETIREMENT FUND R1) |
16.21%
Feb 2009 – Feb 2012 |
12.20%
Feb 2009 – Feb 2014 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart