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RKLRX: Russell LifePoints 2015 Strategy R1 (MUTUAL FUND)
Basic Info
| Asset Class: | Target Date 2011-2015 |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 04/02/2008 |
| Last Dividend Date: | 12/26/2014 |
| 12-Mo. Yield | 17.51% |
| Expenses | 0.00% |
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Performance Analytics (As of 02/20/2015)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | Since 04/02/2008 |
2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -2.3 | 2.7 | 5.3 | 6.7 | 4.4 | -0.9 | 4.7 | 6.6 | 10.9 | 0.9 | 12.4 | 25.4 | -22.8 |
| Sharpe Ratio | NA | 0.64 | 1.19 | 1.05 | 0.43 | -0.85 | 1.37 | 1.47 | 2.37 | 0.1 | 1.55 | 1.95 | -1.52 |
| Draw Down(%) | NA | 2.7 | 5.0 | 8.8 | 35.1 | 2.5 | 2.7 | 5.0 | 4.0 | 8.8 | 5.9 | 14.9 | 33.3 |
| Standard Deviation(%) | NA | 4.2 | 4.4 | 6.3 | 9.9 | 7.9 | 3.4 | 4.5 | 4.6 | 9.1 | 8.0 | 12.9 | 19.7 |
| Treynor Ratio | NA | 0.05 | 0.36 | 0.19 | 0.08 | -0.12 | 0.09 | 0.1 | 1.49 | 0.01 | 0.17 | 0.34 | -0.45 |
| Alpha | NA | -0.01 | 0.02 | 0.02 | 0.01 | -0.06 | 0.0 | -0.01 | 0.04 | 0.0 | 0.01 | 0.03 | -0.06 |
| Beta | NA | 0.57 | 0.15 | 0.34 | 0.53 | 0.56 | 0.54 | 0.68 | 0.07 | 0.69 | 0.72 | 0.75 | 0.66 |
| RSquared | NA | 0.53 | 0.18 | 0.45 | 0.68 | 0.2 | 0.73 | 0.87 | 0.11 | 0.97 | 0.94 | 0.95 | 0.84 |
| Yield(%) | N/A | 17.5 | 10.6 | 8.5 | N/A | 0.0 | 17.7 | 9.6 | 4.9 | 3.0 | 4.5 | 4.1 | 2.3 |
| Dividend Growth(%) | N/A | 78.1 | 213.1 | N/A | N/A | -100.0 | 78.1 | 105.8 | 59.5 | -28.5 | 36.2 | 30.9 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 04/02/2008
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See Target Date 2011-2015 Asset Class Trend Rankings |
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