Performance Comparison
Portfolio Performance Comparison
The return data shown below all have the same latest date: 06/16/2015.
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| RZLTX (IN RETIREMENT FUND R2) | NA | -0.65% | 4.79% | 5.48% | NA | NA | NA | 4.39% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RZLTX (IN RETIREMENT FUND R2) | 04/01/2008 | 06/16/2015 |
The return data shown below all have the same latest date: 06/16/2015.
AR inception is since 04/01/2008.
AR inception is since 04/01/2008.
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -0.65 | 4.79 | 5.48 | NA | NA | NA | 4.39 | 0.00 | 2.79 | 5.49 | 9.91 | 1.44 | 11.11 | 22.55 | -17.92 |
| Sharpe Ratio | NA | -0.46 | 1.50 | 1.19 | NA | NA | NA | 0.58 | 0.00 | 1.08 | 1.32 | 2.63 | 0.20 | 1.78 | 2.33 | -1.72 |
| Standard Deviation(%) | NA | 1.42 | 3.19 | 4.58 | NA | NA | NA | 7.12 | NA | 2.58 | 4.14 | 3.78 | 7.09 | 6.19 | 9.63 | 13.74 |
| Draw Down(%) | NA | 1.76 | 4.85 | 6.78 | NA | NA | NA | 28.39 | 0.00 | 1.76 | 4.85 | 3.23 | 6.78 | 4.42 | 11.87 | 27.14 |
| Yield(%) | 0.00 | 0.29 | 3.41 | 3.79 | 2.46 | 1.64 | 1.23 | 3.51 | 0.00 | 0.58 | 6.27 | 3.77 | 3.11 | 4.54 | 4.40 | 2.81 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RZLTX (IN RETIREMENT FUND R2) |
4.18%
Apr 2012 - Apr 2015 |
4.74%
May 2008 - May 2013 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RZLTX (IN RETIREMENT FUND R2) |
15.93%
Feb 2009 - Feb 2012 |
11.92%
Feb 2009 - Feb 2014 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart