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RJLTX: Russell LifePoints 2010 Strategy R2 (MUTUAL FUND)
Basic Info
| Asset Class: | Target Date 2000-2010 |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 03/06/2006 |
| Last Dividend Date: | 12/21/2010 |
| 12-Mo. Yield | 3.94% |
| 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 03/06/2006 |
2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.0 | 8.2 | 3.5 | 3.1 | 3.4 | 1.9 | 10.6 | 23.1 | -21.7 | 5.8 | 2.9 |
| Sharpe Ratio | NA | 1.4 | 0.3 | 0.2 | 0.22 | 2.54 | 1.71 | 2.24 | -1.56 | 0.47 | 0.02 |
| Draw Down(%) | NA | 4.4 | 30.5 | 31.3 | 31.3 | 0.7 | 4.4 | 12.5 | 29.7 | 3.8 | 4.7 |
| Standard Deviation(%) | NA | 5.8 | 10.7 | 9.2 | 9.2 | 3.0 | 6.1 | 10.3 | 14.4 | 6.1 | 6.2 |
| Treynor Ratio | NA | 0.08 | 0.03 | 0.02 | 0.02 | 0.12 | 0.1 | 0.2 | -0.2 | 0.03 | 0.0 |
| Alpha | NA | 0.01 | 0.01 | 0.0 | 0.01 | 0.01 | 0.02 | 0.03 | -0.02 | 0.01 | 0.0 |
| Beta | NA | 0.95 | 1.13 | 1.1 | 1.1 | 0.61 | 1.01 | 1.16 | 1.14 | 0.99 | 0.88 |
| RSquared | NA | 0.79 | 0.84 | 0.79 | 0.79 | 0.56 | 0.82 | 0.88 | 0.82 | 0.69 | 0.45 |
| Yield(%) | N/A | 3.9 | 3.1 | 2.9 | N/A | 0.0 | 4.1 | 4.4 | 2.8 | 4.5 | 0.0 |
| Dividend Growth(%) | N/A | 53.8 | N/A | N/A | N/A | -100.0 | 9.8 | 20.7 | -37.4 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 03/06/2006
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View Historical Data in an advanced chart |
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See Target Date 2000-2010 Asset Class Trend Rankings |
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