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RLLSX: 2020 STRATEGY FUND CLASS S (MUTUAL FUND)
Basic Info
| Asset Class: | Target Date 2016-2020 |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 01/03/2005 |
| Last Dividend Date: | 07/06/2017 |
| 12-Mo. Yield | 6.39% |
| Expenses | 0.00% |
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Performance Analytics (As of 08/21/2020)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 01/03/2005 |
2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.0 | 0.0 | -11.5 | -4.4 | 0.9 | 2.0 | -26.1 | 6.7 | -1.2 | 4.8 | 9.0 | 11.8 | -0.3 | 13.2 | 26.7 | -28.8 | 7.1 | 13.0 | 4.6 |
| Sharpe Ratio | NA | -0.83 | -0.4 | -0.15 | -0.02 | 0.08 | -0.91 | 1.13 | -0.22 | 1.09 | 1.69 | 1.98 | -0.03 | 1.33 | 1.65 | -1.29 | 0.41 | 1.47 | 0.44 |
| Draw Down(%) | NA | 31.5 | 31.5 | 31.5 | 42.1 | 42.1 | 31.5 | 3.9 | 6.4 | 3.7 | 5.5 | 5.5 | 11.2 | 7.4 | 17.8 | 38.4 | 6.5 | 6.1 | 4.0 |
| Standard Deviation(%) | NA | 32.1 | 19.1 | 15.1 | 14.9 | 13.6 | 36.6 | 5.8 | 5.8 | 4.4 | 5.3 | 6.0 | 11.4 | 9.8 | 16.1 | 23.1 | 9.9 | 6.6 | 5.6 |
| Treynor Ratio | NA | -0.5 | -0.12 | -0.03 | 0.0 | 0.02 | -0.74 | 0.1 | -0.02 | 0.08 | 0.13 | 0.17 | 0.0 | 0.17 | 0.32 | -0.39 | 0.05 | 0.12 | 0.0 |
| Alpha | NA | -0.12 | -0.04 | -0.03 | -0.01 | -0.01 | -0.16 | 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 | 0.53 | 0.65 | 0.65 | 0.76 | 0.76 | 0.45 | 0.67 | 0.66 | 0.62 | 0.71 | 0.68 | 0.74 | 0.79 | 0.83 | 0.76 | 0.84 | 0.8 | NA |
| RSquared | NA | 0.01 | 0.08 | 0.12 | 0.55 | 0.55 | 0.0 | 0.88 | 0.92 | 0.8 | 0.91 | 0.89 | 0.97 | 0.96 | 0.96 | 0.86 | 0.91 | 0.42 | 0.0 |
| Yield(%) | N/A | 6.4 | 14.6 | 10.7 | 6.4 | N/A | 0.4 | 7.5 | 12.0 | 31.8 | 4.2 | 3.4 | 2.6 | 3.9 | 4.2 | 2.2 | 5.6 | 3.5 | 0.0 |
| Dividend Growth(%) | N/A | -50.8 | 383.0 | 223.1 | N/A | N/A | -94.4 | -45.7 | -72.5 | 690.7 | 34.6 | 24.6 | -27.8 | 14.7 | 32.4 | -60.1 | 75.4 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 01/03/2005
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See Target Date 2016-2020 Asset Class Trend Rankings |
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