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RLLAX: 2020 STRATEGY FUND CLASS A (MUTUAL FUND)
Basic Info
| Asset Class: | Target Date 2016-2020 |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 09/08/2005 |
| Last Dividend Date: | 07/06/2017 |
| 12-Mo. Yield | 6.23% |
| Expenses | 0.95% |
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Performance Analytics (As of 07/31/2020)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 09/08/2005 |
2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.0 | 0.0 | -9.6 | -4.0 | 1.3 | 2.1 | -21.1 | 6.4 | -1.5 | 4.4 | 8.8 | 11.5 | -0.5 | 13.1 | 26.3 | -29.0 | 6.8 | 12.7 | 0.5 |
| Sharpe Ratio | NA | -0.46 | -0.16 | -0.03 | 0.0 | 0.09 | -0.76 | 1.08 | -0.26 | 1.0 | 1.64 | 1.92 | -0.05 | 1.33 | 1.62 | -1.3 | 0.38 | 1.44 | -0.16 |
| Draw Down(%) | NA | 26.9 | 26.9 | 26.9 | 42.3 | 42.3 | 26.9 | 4.0 | 6.6 | 3.7 | 5.6 | 5.6 | 11.4 | 7.3 | 17.8 | 38.4 | 6.5 | 6.1 | 4.0 |
| Standard Deviation(%) | NA | 46.9 | 36.7 | 44.8 | 162.4 | 15.0 | 35.8 | 5.8 | 5.8 | 4.4 | 5.3 | 6.0 | 11.4 | 9.8 | 16.2 | 23.0 | 9.9 | 6.6 | 6.0 |
| Treynor Ratio | NA | -0.48 | -0.09 | -0.02 | 0.0 | 0.02 | -0.64 | 0.09 | -0.02 | 0.07 | 0.12 | 0.17 | -0.01 | 0.17 | 0.31 | -0.39 | 0.05 | 0.12 | 0.0 |
| Alpha | NA | -0.14 | -0.06 | -0.05 | -0.05 | -0.01 | -0.12 | 0.01 | 0.0 | 0.0 | -0.01 | 0.01 | 0.0 | 0.01 | 0.02 | -0.04 | 0.0 | 0.01 | NA |
| Beta | NA | 0.45 | 0.64 | 0.64 | 0.76 | 0.77 | 0.43 | 0.67 | 0.67 | 0.61 | 0.71 | 0.69 | 0.74 | 0.78 | 0.83 | 0.76 | 0.84 | 0.81 | NA |
| RSquared | NA | 0.0 | 0.03 | 0.02 | 0.1 | 0.51 | 0.0 | 0.88 | 0.91 | 0.79 | 0.91 | 0.89 | 0.97 | 0.96 | 0.96 | 0.86 | 0.91 | 0.43 | 0.0 |
| Yield(%) | N/A | 6.2 | 14.4 | 10.5 | 6.2 | N/A | 0.3 | 7.3 | 11.7 | 31.5 | 3.9 | 3.0 | 2.4 | 4.0 | 4.0 | 2.0 | 5.4 | 3.2 | 0.0 |
| Dividend Growth(%) | N/A | -51.0 | 425.7 | 235.9 | N/A | N/A | -95.5 | -46.2 | -72.9 | 730.6 | 42.8 | 23.4 | -36.2 | 24.2 | 38.3 | -62.7 | 83.9 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 09/08/2005
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See Target Date 2016-2020 Asset Class Trend Rankings |
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