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RJLDX: Russell LifePoints 2010 Strategy R3 (MUTUAL FUND)
Basic Info
| Asset Class: | Target Date 2000-2010 |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 01/07/2005 |
| Last Dividend Date: | 12/21/2010 |
| 12-Mo. Yield | 3.76% |
| Expenses | - |
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Performance Analytics (As of 04/04/2011)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | Since 01/07/2005 |
2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.0 | 8.6 | 3.4 | 4.1 | 4.5 | 1.9 | 10.9 | 22.8 | -21.9 | 6.2 | 9.6 | 4.5 |
| Sharpe Ratio | NA | 1.49 | 0.29 | 0.3 | 0.35 | 2.48 | 1.79 | 2.2 | -1.57 | 0.52 | 1.17 | 0.51 |
| Draw Down(%) | NA | 4.4 | 30.7 | 31.6 | 31.6 | 0.7 | 4.4 | 12.5 | 29.7 | 3.8 | 4.7 | 3.4 |
| Standard Deviation(%) | NA | 5.7 | 10.8 | 9.2 | 8.5 | 3.1 | 6.1 | 10.3 | 14.5 | 6.1 | 5.4 | 4.7 |
| Treynor Ratio | NA | 0.14 | 0.05 | 0.04 | 0.05 | 0.22 | 0.16 | 0.32 | -0.36 | 0.05 | 0.08 | 0.0 |
| Alpha | NA | 0.01 | 0.0 | -0.01 | 0.0 | 0.01 | 0.01 | 0.03 | -0.04 | 0.0 | 0.0 | NA |
| Beta | NA | 0.63 | 0.66 | 0.66 | 0.66 | 0.34 | 0.66 | 0.7 | 0.64 | 0.67 | 0.81 | NA |
| RSquared | NA | 0.84 | 0.87 | 0.85 | 0.8 | 0.42 | 0.9 | 0.94 | 0.84 | 0.87 | 0.4 | 0.0 |
| Yield(%) | N/A | 3.8 | 2.9 | 3.8 | N/A | 0.0 | 3.9 | 4.2 | 2.6 | 4.8 | 4.5 | 0.0 |
| Dividend Growth(%) | N/A | 54.2 | -11.9 | N/A | N/A | -100.0 | 9.7 | 25.4 | -46.3 | 11.8 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 01/07/2005
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View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See Target Date 2000-2010 Asset Class Trend Rankings |
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