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RVLTX: Russell LifePoints 2035 Strategy R2 (MUTUAL FUND)
Basic Info
| Asset Class: | Target Date 2031-2035 |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 04/02/2008 |
| Last Dividend Date: | 07/03/2014 |
| 12-Mo. Yield | 0.10% |
| Expenses | 1.09% |
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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 04/02/2008 |
2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.0 | -3.2 | 10.6 | 8.7 | 3.4 | 0.0 | 0.8 | 20.6 | 14.8 | -5.5 | 14.8 | 30.3 | -35.4 |
| Sharpe Ratio | NA | -0.8 | 1.23 | 0.65 | 0.16 | 0.0 | 0.11 | 2.14 | 1.21 | -0.25 | 0.84 | 1.17 | -1.12 |
| Draw Down(%) | NA | 5.1 | 7.1 | 21.3 | 52.3 | 0.0 | 5.1 | 7.1 | 11.8 | 21.3 | 14.1 | 25.4 | 49.4 |
| Standard Deviation(%) | NA | 4.0 | 8.6 | 13.3 | 20.3 | NA | 7.4 | 9.6 | 12.3 | 21.5 | 17.5 | 25.9 | 40.1 |
| Treynor Ratio | NA | -0.18 | 0.14 | 0.09 | 0.03 | NA | 0.01 | 0.21 | 0.14 | -0.06 | 0.14 | 0.3 | -0.49 |
| Alpha | NA | -0.02 | 0.0 | -0.01 | -0.01 | 0.0 | -0.01 | -0.01 | 0.0 | -0.02 | 0.0 | 0.0 | -0.05 |
| Beta | NA | 0.18 | 0.73 | 0.92 | 0.95 | 0.0 | 0.57 | 0.98 | 1.03 | 0.99 | 1.03 | 1.03 | 0.92 |
| RSquared | NA | 0.17 | 0.69 | 0.88 | 0.89 | 0.0 | 0.49 | 0.97 | 0.94 | 0.98 | 0.98 | 0.97 | 0.85 |
| Yield(%) | N/A | 0.1 | 3.5 | 3.2 | N/A | 0.0 | 0.3 | 5.2 | 4.8 | 2.0 | 2.3 | 2.6 | 0.9 |
| Dividend Growth(%) | N/A | -97.7 | 78.1 | N/A | N/A | -100.0 | -94.1 | 19.4 | 129.6 | -5.1 | 16.0 | 92.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 04/02/2008
Calculate Performance
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View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See Target Date 2031-2035 Asset Class Trend Rankings |
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