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RLLTX: 2020 STRATEGY FUND CLASS R2 (MUTUAL FUND)
Basic Info
| Asset Class: | Target Date 2016-2020 |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 03/03/2006 |
| Last Dividend Date: | 07/03/2014 |
| 12-Mo. Yield | 0.26% |
| Expenses | 0.95% |
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Performance Analytics (As of 06/16/2015)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | Since 03/03/2006 |
2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.0 | -1.1 | 6.3 | 6.5 | 3.8 | 0.0 | 2.7 | 8.8 | 11.5 | -0.6 | 12.8 | 26.4 | -29.0 | 6.3 | 6.3 |
| Sharpe Ratio | NA | -0.57 | 1.43 | 0.93 | 0.27 | 0.0 | 0.76 | 1.66 | 1.91 | -0.05 | 1.3 | 1.63 | -1.29 | 0.33 | 0.61 |
| Draw Down(%) | NA | 2.4 | 5.6 | 11.3 | 42.3 | 0.0 | 2.4 | 5.6 | 5.6 | 11.3 | 7.5 | 17.8 | 38.5 | 6.5 | 6.1 |
| Standard Deviation(%) | NA | 1.9 | 4.4 | 7.0 | 11.6 | NA | 3.5 | 5.3 | 6.1 | 11.3 | 9.8 | 16.2 | 23.1 | 9.9 | 7.1 |
| Treynor Ratio | NA | -0.1 | 0.12 | 0.1 | 0.04 | NA | 0.07 | 0.12 | 0.17 | -0.01 | 0.16 | 0.32 | -0.39 | 0.04 | 0.05 |
| Alpha | NA | -0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | -0.01 | 0.01 | 0.0 | 0.01 | 0.02 | -0.04 | 0.0 | -0.02 |
| Beta | NA | 0.11 | 0.51 | 0.66 | 0.76 | 0.0 | 0.36 | 0.71 | 0.69 | 0.73 | 0.78 | 0.83 | 0.76 | 0.84 | 0.8 |
| RSquared | NA | 0.16 | 0.66 | 0.85 | 0.87 | 0.0 | 0.44 | 0.92 | 0.89 | 0.96 | 0.96 | 0.96 | 0.86 | 0.91 | 0.42 |
| Yield(%) | N/A | 0.3 | 2.4 | 2.9 | N/A | 0.0 | 0.5 | 3.9 | 3.0 | 2.3 | 3.8 | 4.0 | 2.0 | 5.0 | 0.0 |
| Dividend Growth(%) | N/A | -93.0 | -14.6 | N/A | N/A | -100.0 | -86.1 | 40.1 | 25.6 | -32.2 | 16.0 | 37.7 | -59.7 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 03/03/2006
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See Target Date 2016-2020 Asset Class Trend Rankings |
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