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RXLTX: Russell LifePoints 2040 Strategy R2 (MUTUAL FUND)
Basic Info
| Asset Class: | Target Date 2036-2040 |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 02/27/2006 |
| 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 02/27/2006 |
2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.0 | -3.5 | 10.5 | 8.7 | 3.4 | 0.0 | 0.7 | 20.5 | 14.7 | -5.4 | 14.8 | 30.2 | -39.5 | 7.0 | 7.1 |
| Sharpe Ratio | NA | -0.83 | 1.22 | 0.65 | 0.14 | 0.0 | 0.09 | 2.15 | 1.22 | -0.25 | 0.85 | 1.14 | -1.1 | 0.24 | 0.52 |
| Draw Down(%) | NA | 5.3 | 7.1 | 21.2 | 56.5 | 0.0 | 5.3 | 7.1 | 11.7 | 21.2 | 14.0 | 25.8 | 50.7 | 11.2 | 8.2 |
| Standard Deviation(%) | NA | 4.2 | 8.6 | 13.3 | 19.3 | NA | 7.5 | 9.5 | 12.2 | 21.6 | 17.4 | 26.3 | 36.7 | 16.7 | 9.7 |
| Treynor Ratio | NA | -0.2 | 0.15 | 0.1 | 0.03 | NA | 0.01 | 0.22 | 0.15 | -0.06 | 0.14 | 0.29 | -0.43 | 0.03 | 0.06 |
| Alpha | NA | -0.02 | 0.0 | -0.01 | -0.01 | 0.0 | -0.01 | -0.01 | 0.0 | -0.01 | 0.0 | 0.0 | -0.04 | 0.0 | -0.03 |
| Beta | NA | 0.18 | 0.68 | 0.88 | 0.95 | 0.0 | 0.54 | 0.92 | 0.96 | 0.98 | 1.03 | 1.04 | 0.93 | 1.14 | 0.89 |
| RSquared | NA | 0.18 | 0.68 | 0.87 | 0.88 | 0.0 | 0.5 | 0.97 | 0.92 | 0.97 | 0.98 | 0.97 | 0.86 | 0.97 | 0.4 |
| Yield(%) | N/A | 0.1 | 1.6 | 1.9 | N/A | 0.0 | 0.3 | 2.7 | 1.8 | 1.4 | 2.3 | 2.8 | 1.0 | 5.1 | 0.0 |
| Dividend Growth(%) | N/A | -95.7 | -8.1 | N/A | N/A | -100.0 | -88.4 | 65.5 | 19.6 | -31.2 | 5.4 | 78.9 | -81.1 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 02/27/2006
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View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See Target Date 2036-2040 Asset Class Trend Rankings |
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