It is the internal testing website that you are visiting. Please go to our official customer website (www.myplaniq.com).
Find A Portfolio/Ticker
Comparison Box
RKLTX: Russell LifePoints 2015 Strategy R2 (MUTUAL FUND)
Basic Info
| Asset Class: | Target Date 2011-2015 |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 04/02/2008 |
| Last Dividend Date: | 07/03/2014 |
| 12-Mo. Yield | 0.27% |
| Expenses | 0.90% |
| Sign up to get fund ranking change alerts | |
Performance Analytics (As of 06/16/2015)
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(%) | 0.0 | -0.7 | 5.3 | 5.9 | 3.9 | 0.0 | 2.8 | 5.9 | 11.1 | 0.7 | 12.2 | 25.0 | -22.9 |
| Sharpe Ratio | NA | -0.47 | 1.51 | 1.05 | 0.39 | 0.0 | 1.03 | 1.34 | 2.42 | 0.07 | 1.53 | 1.95 | -1.52 |
| Draw Down(%) | NA | 1.9 | 5.0 | 8.8 | 35.3 | 0.0 | 1.9 | 5.0 | 4.1 | 8.8 | 5.9 | 15.1 | 33.4 |
| Standard Deviation(%) | NA | 1.5 | 3.5 | 5.6 | 9.5 | NA | 2.6 | 4.3 | 4.6 | 9.0 | 7.9 | 12.8 | 19.7 |
| Treynor Ratio | NA | -0.07 | 0.11 | 0.2 | 0.07 | NA | 0.09 | 0.09 | 1.53 | 0.01 | 0.17 | 0.34 | -0.45 |
| Alpha | NA | 0.0 | 0.0 | 0.02 | 0.01 | 0.0 | 0.0 | -0.01 | 0.04 | 0.0 | 0.01 | 0.03 | -0.06 |
| Beta | NA | 0.1 | 0.46 | 0.29 | 0.52 | 0.0 | 0.31 | 0.66 | 0.07 | 0.68 | 0.72 | 0.74 | 0.66 |
| RSquared | NA | 0.14 | 0.62 | 0.41 | 0.67 | 0.0 | 0.39 | 0.87 | 0.11 | 0.96 | 0.94 | 0.95 | 0.84 |
| Yield(%) | N/A | 0.3 | 4.7 | 4.5 | N/A | 0.0 | 0.5 | 9.3 | 4.6 | 2.8 | 4.3 | 3.8 | 2.2 |
| Dividend Growth(%) | N/A | -97.1 | 46.1 | N/A | N/A | -100.0 | -94.4 | 114.8 | 62.5 | -31.8 | 38.5 | 30.5 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 04/02/2008
Calculate Performance
Start date (MM/dd/yyyy)
End date (MM/dd/yyyy)
|
View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See Target Date 2011-2015 Asset Class Trend Rankings |
Top Rated Funds in Target Date 2011-2015
Best Mutual Funds
- TRRGX (T. ROWE PRICE RETIREMENT 2015 FUND T. ROWE PRICE RETIREMENT 2015 FUND) (100%)
- FFVFX (FIDELITY FREEDOM 2015 FUND FIDELITY FREEDOM 2015 FUND) (98%)
- TCLIX (TIAA-CREF LIFECYCLE 2015 FUND RETIREMENT CLASS) (96%)
- FFVIX (FIDELITY ADVISOR FREEDOM 2015 FUND CLASS I) (93%)
- SPBAX (DEUTSCHE MULTI-ASSET CONSERVATIVE ALLOCATION FUND CLASS S) (91%)
- GMTZX (MYDESTINATION 2015 FUND INVESTOR) (89%)
- JLBHX (RETIREMENT LIVING THROUGH 2015 PORTFOLIO CLASS R5) (87%)
- LTINX (PRINCIPAL LIFETIME 2015 FUND INSTITUTIONAL CLASS) (83%)
- LTPFX (PRINCIPAL LIFETIME 2015 FUND R-5) (80%)
- NWEIX (NATIONWIDE DESTINATION 2015 FUND CLASS R6) (76%)
Latest Articles Related to RKLTX
Register for FREE
No Credit Card Required
Or Start FREE 30-day trial now >>
Or Start FREE 30-day trial now >>
