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RWLTX: Russell LifePoints 2045 Strategy R2 (MUTUAL FUND)
Basic Info
| Asset Class: | Target Date 2041-2045 |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 04/01/2008 |
| Last Dividend Date: | 07/03/2014 |
| 12-Mo. Yield | 0.11% |
| 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 04/01/2008 |
2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.0 | -3.4 | 10.6 | 8.8 | 3.5 | 0.0 | 0.6 | 20.5 | 14.9 | -5.2 | 14.7 | 30.4 | -35.3 |
| Sharpe Ratio | NA | -0.84 | 1.22 | 0.65 | 0.16 | 0.0 | 0.08 | 2.11 | 1.23 | -0.24 | 0.84 | 1.18 | -1.11 |
| Draw Down(%) | NA | 5.3 | 7.2 | 21.2 | 52.3 | 0.0 | 5.3 | 7.2 | 11.8 | 21.2 | 14.1 | 25.4 | 49.5 |
| Standard Deviation(%) | NA | 4.1 | 8.6 | 13.4 | 20.2 | NA | 7.5 | 9.7 | 12.2 | 21.7 | 17.4 | 25.7 | 39.9 |
| Treynor Ratio | NA | -0.2 | 0.15 | 0.1 | 0.04 | NA | 0.01 | 0.22 | 0.15 | -0.05 | 0.14 | 0.3 | -0.49 |
| Alpha | NA | -0.02 | 0.0 | -0.01 | -0.01 | 0.0 | -0.01 | -0.01 | 0.0 | -0.01 | 0.0 | 0.01 | -0.05 |
| Beta | NA | 0.17 | 0.69 | 0.89 | 0.93 | 0.0 | 0.54 | 0.94 | 0.98 | 0.99 | 1.02 | 1.02 | 0.91 |
| RSquared | NA | 0.18 | 0.68 | 0.88 | 0.89 | 0.0 | 0.5 | 0.97 | 0.93 | 0.98 | 0.98 | 0.97 | 0.85 |
| Yield(%) | N/A | 0.1 | 2.7 | 3.5 | N/A | 0.0 | 0.3 | 3.6 | 4.1 | 5.7 | 2.3 | 2.7 | 0.9 |
| Dividend Growth(%) | N/A | -96.6 | -21.1 | N/A | N/A | -100.0 | -91.2 | -1.4 | -36.3 | 177.0 | 11.4 | 97.8 | 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 2041-2045 Asset Class Trend Rankings |
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