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RPLTX: Russell LifePoints 2025 Strategy R2 (MUTUAL FUND)
Basic Info
| Asset Class: | Target Date 2021-2025 |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 04/01/2008 |
| Last Dividend Date: | 07/03/2014 |
| 12-Mo. Yield | 0.21% |
| Expenses | 1.01% |
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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 04/01/2008 |
2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.0 | -1.7 | 7.7 | 7.3 | 3.4 | 0.0 | 2.2 | 12.2 | 12.9 | -2.3 | 13.8 | 28.3 | -31.0 |
| Sharpe Ratio | NA | -0.7 | 1.38 | 0.81 | 0.21 | 0.0 | 0.5 | 1.9 | 1.63 | -0.16 | 1.07 | 1.39 | -1.22 |
| Draw Down(%) | NA | 3.0 | 5.9 | 15.0 | 46.1 | 0.0 | 3.0 | 5.9 | 7.5 | 15.0 | 10.0 | 21.1 | 43.9 |
| Standard Deviation(%) | NA | 2.4 | 5.5 | 9.1 | 15.4 | NA | 4.3 | 6.4 | 8.0 | 14.8 | 12.8 | 20.2 | 32.3 |
| Treynor Ratio | NA | -0.13 | 0.13 | 0.09 | 0.04 | NA | 0.05 | 0.16 | 0.16 | -0.03 | 0.15 | 0.3 | -0.46 |
| Alpha | NA | -0.01 | 0.0 | 0.0 | -0.01 | 0.0 | 0.0 | -0.01 | 0.01 | -0.01 | 0.0 | 0.02 | -0.05 |
| Beta | NA | 0.13 | 0.57 | 0.77 | 0.86 | 0.0 | 0.41 | 0.78 | 0.82 | 0.85 | 0.92 | 0.94 | 0.87 |
| RSquared | NA | 0.17 | 0.68 | 0.88 | 0.89 | 0.0 | 0.47 | 0.94 | 0.93 | 0.98 | 0.98 | 0.97 | 0.85 |
| Yield(%) | N/A | 0.2 | 4.2 | 4.0 | N/A | 0.0 | 0.4 | 7.4 | 4.8 | 2.4 | 3.2 | 3.1 | 1.2 |
| Dividend Growth(%) | N/A | -97.1 | 65.0 | N/A | N/A | -100.0 | -93.8 | 67.6 | 92.2 | -18.7 | 32.7 | 69.8 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 04/01/2008
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View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See Target Date 2021-2025 Asset Class Trend Rankings |
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