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RBLDX: Russell LifePoints Bal Strat R3 (MUTUAL FUND)
Basic Info
| Asset Class: | Moderate Allocation |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 09/11/2000 |
| Last Dividend Date: | 07/03/2014 |
| 12-Mo. Yield | 0.08% |
| Expenses | 1.49% |
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Performance Analytics (As of 06/16/2015)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 09/11/2000 |
2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.0 | -2.0 | 7.5 | 6.7 | 4.6 | 4.1 | 0.0 | 2.1 | 11.8 | 12.2 | -3.0 | 12.8 | 26.4 | -30.1 | 6.4 | 12.7 | 6.6 | 10.6 | 21.6 | -7.8 | -4.3 | -3.3 |
| Sharpe Ratio | NA | -0.7 | 1.28 | 0.74 | 0.3 | 0.27 | 0.0 | 0.39 | 1.77 | 1.54 | -0.21 | 1.12 | 1.5 | -1.3 | 0.35 | 1.31 | 0.73 | 1.46 | 2.63 | -0.83 | -0.69 | -1.07 |
| Draw Down(%) | NA | 3.6 | 6.4 | 15.0 | 43.8 | 43.8 | 0.0 | 3.6 | 6.4 | 7.8 | 15.0 | 8.9 | 19.0 | 39.5 | 6.5 | 6.9 | 4.0 | 6.6 | 6.8 | 16.2 | 15.3 | 7.3 |
| Standard Deviation(%) | NA | 2.9 | 5.8 | 9.0 | 12.4 | 11.4 | 0.0 | 5.3 | 6.7 | 8.0 | 14.6 | 11.4 | 17.6 | 23.8 | 9.7 | 7.2 | 6.0 | 6.6 | 7.9 | 10.8 | 9.8 | 13.6 |
| Treynor Ratio | NA | -0.12 | 0.11 | 0.07 | 0.04 | 0.03 | 0.0 | 0.04 | 0.13 | 0.12 | -0.03 | 0.12 | 0.25 | -0.33 | 0.03 | 0.09 | 0.05 | 0.11 | 0.29 | -0.12 | -0.1 | -0.19 |
| Alpha | NA | -0.01 | 0.0 | -0.01 | -0.01 | 0.0 | 0.0 | -0.01 | -0.02 | 0.0 | -0.03 | 0.0 | 0.02 | -0.05 | 0.0 | 0.01 | 0.01 | 0.01 | 0.02 | 0.0 | -0.01 | 0.02 |
| Beta | NA | 0.17 | 0.67 | 0.9 | 0.96 | 0.9 | 0.0 | 0.54 | 0.92 | 0.99 | 1.04 | 1.06 | 1.04 | 0.94 | 1.0 | 1.01 | 0.87 | 0.85 | 0.73 | 0.73 | 0.7 | 0.79 |
| RSquared | NA | 0.17 | 0.62 | 0.81 | 0.87 | 0.85 | 0.0 | 0.47 | 0.89 | 0.83 | 0.94 | 0.95 | 0.95 | 0.86 | 0.89 | 0.89 | 0.89 | 0.79 | 0.74 | 0.89 | 0.79 | 0.71 |
| Yield(%) | N/A | 0.1 | 1.4 | 1.9 | 3.2 | N/A | 0.0 | 0.2 | 1.8 | 2.3 | 1.8 | 3.0 | 3.2 | 5.3 | 7.4 | 5.5 | 2.3 | 1.9 | 2.4 | 2.0 | 3.3 | 1.8 |
| Dividend Growth(%) | N/A | -95.0 | -38.1 | -64.9 | N/A | N/A | -100.0 | -85.8 | -14.0 | 23.8 | -36.9 | 20.1 | -61.3 | -29.5 | 42.7 | 155.5 | 26.9 | -5.4 | 9.1 | -43.2 | 71.4 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 09/11/2000
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See Moderate Allocation Asset Class Trend Rankings |
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