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RRLTX: Russell LifePoints 2030 Strategy R2 (MUTUAL FUND)
Basic Info
| Asset Class: | Target Date 2026-2030 |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 03/01/2006 |
| Last Dividend Date: | 07/03/2014 |
| 12-Mo. Yield | 0.16% |
| Expenses | 1.06% |
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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 03/01/2006 |
2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.0 | -2.3 | 9.2 | 8.0 | 3.1 | 0.0 | 1.5 | 16.2 | 13.7 | -4.6 | 14.7 | 30.1 | -39.1 | 7.0 | 6.9 |
| Sharpe Ratio | NA | -0.77 | 1.3 | 0.67 | 0.13 | 0.0 | 0.27 | 2.02 | 1.31 | -0.23 | 0.87 | 1.15 | -1.09 | 0.26 | 0.56 |
| Draw Down(%) | NA | 3.9 | 6.5 | 19.6 | 56.0 | 0.0 | 3.9 | 6.5 | 10.0 | 19.6 | 13.5 | 25.9 | 50.3 | 10.5 | 7.4 |
| Standard Deviation(%) | NA | 3.0 | 7.1 | 11.9 | 18.6 | NA | 5.6 | 8.0 | 10.5 | 19.8 | 16.8 | 26.2 | 36.7 | 15.6 | 8.8 |
| Treynor Ratio | NA | -0.15 | 0.14 | 0.09 | 0.02 | NA | 0.03 | 0.18 | 0.14 | -0.05 | 0.13 | 0.27 | -0.41 | 0.04 | 0.06 |
| Alpha | NA | -0.01 | 0.0 | -0.01 | -0.01 | 0.0 | -0.01 | -0.01 | 0.0 | -0.01 | 0.0 | 0.0 | -0.04 | 0.0 | -0.02 |
| Beta | NA | 0.15 | 0.67 | 0.91 | 1.0 | 0.0 | 0.48 | 0.89 | 0.96 | 1.02 | 1.09 | 1.11 | 0.99 | 1.07 | 0.85 |
| RSquared | NA | 0.18 | 0.69 | 0.88 | 0.89 | 0.0 | 0.5 | 0.96 | 0.92 | 0.98 | 0.98 | 0.97 | 0.86 | 0.92 | 0.42 |
| Yield(%) | N/A | 0.2 | 1.6 | 2.0 | N/A | 0.0 | 0.4 | 2.4 | 2.2 | 1.6 | 2.5 | 2.9 | 1.0 | 5.2 | 0.0 |
| Dividend Growth(%) | N/A | -92.4 | -15.1 | N/A | N/A | -100.0 | -82.3 | 21.5 | 24.4 | -25.7 | 10.2 | 81.4 | -81.5 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 03/01/2006
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View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See Target Date 2026-2030 Asset Class Trend Rankings |
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