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RRLAX: 2030 STRATEGY FUND CLASS A (MUTUAL FUND)
Basic Info
| Asset Class: | Target Date 2026-2030 |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 09/08/2005 |
| Last Dividend Date: | 07/06/2017 |
| 12-Mo. Yield | 5.15% |
| Expenses | 1.06% |
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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 | -10.7 | -4.2 | 2.1 | 1.7 | -22.0 | 8.0 | -2.4 | 3.8 | 16.3 | 13.7 | -4.6 | 14.8 | 30.2 | -38.8 | 7.2 | 15.6 | 0.9 |
| Sharpe Ratio | NA | -0.39 | -0.12 | 0.0 | 0.18 | 0.05 | -0.7 | 0.86 | -0.27 | 0.53 | 2.05 | 1.32 | -0.23 | 0.88 | 1.15 | -1.08 | 0.27 | 1.53 | 0.04 |
| Draw Down(%) | NA | 29.7 | 29.7 | 29.7 | 55.8 | 55.8 | 29.7 | 7.1 | 9.8 | 6.3 | 6.5 | 10.0 | 19.6 | 13.5 | 25.8 | 50.1 | 10.5 | 7.4 | 4.4 |
| Standard Deviation(%) | NA | 56.8 | 48.8 | 80.7 | 18.0 | 21.0 | 40.3 | 9.0 | 9.3 | 7.1 | 7.9 | 10.4 | 19.8 | 16.8 | 26.2 | 36.6 | 15.6 | 8.0 | 6.6 |
| Treynor Ratio | NA | -0.31 | -0.07 | 0.0 | -0.01 | 0.01 | -0.41 | 0.09 | -0.03 | 0.05 | 0.18 | 0.14 | -0.05 | 0.14 | 0.27 | -0.4 | 0.04 | 0.14 | 0.0 |
| Alpha | NA | -0.17 | -0.08 | -0.07 | -0.09 | -0.02 | -0.15 | 0.01 | -0.01 | -0.01 | -0.01 | 0.0 | -0.01 | 0.0 | 0.0 | -0.04 | 0.0 | 0.01 | NA |
| Beta | NA | 0.7 | 0.83 | 0.83 | 1.0 | 1.01 | 0.69 | 0.84 | 0.84 | 0.8 | 0.89 | 0.96 | 1.02 | 1.09 | 1.11 | 0.99 | 1.08 | 0.86 | NA |
| RSquared | NA | 0.01 | 0.05 | 0.04 | 0.08 | 0.66 | 0.01 | 0.91 | 0.94 | 0.84 | 0.96 | 0.92 | 0.98 | 0.98 | 0.97 | 0.86 | 0.92 | 0.45 | 0.0 |
| Yield(%) | N/A | 5.1 | 13.9 | 10.5 | 5.4 | N/A | 0.2 | 6.1 | 8.7 | 32.7 | 2.3 | 2.2 | 1.7 | 2.5 | 2.9 | 1.0 | 5.3 | 4.3 | 0.0 |
| Dividend Growth(%) | N/A | -44.3 | 689.9 | 314.6 | N/A | N/A | -96.8 | -38.4 | -81.0 | 1466.5 | 18.7 | 24.4 | -24.6 | 11.2 | 83.0 | -81.9 | 33.9 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 09/08/2005
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