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RYLRX: 2050 STRATEGY FUND R1 (MUTUAL FUND)
Basic Info
| Asset Class: | Target Date 2046-2050 |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 04/01/2008 |
| Last Dividend Date: | 07/06/2017 |
| 12-Mo. Yield | 5.15% |
| Expenses | 0.00% |
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Performance Analytics (As of 09/09/2020)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | Since 04/01/2008 |
2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.0 | 0.0 | -13.6 | -6.4 | 0.5 | -27.2 | 4.2 | -9.5 | -30.8 | 16.7 | 11.9 | -25.7 | 12.2 | 27.3 | -35.2 |
| Sharpe Ratio | NA | -1.04 | -1.25 | -1.13 | -1.02 | -1.01 | -2.11 | -2.05 | -1.21 | -0.19 | -0.54 | -1.34 | -0.36 | 0.33 | -1.62 |
| Draw Down(%) | NA | 36.3 | 54.9 | 55.3 | 59.7 | 36.3 | 10.9 | 14.7 | 34.7 | 7.1 | 11.8 | 32.2 | 13.9 | 25.7 | 49.2 |
| Standard Deviation(%) | NA | 46.0 | 36.7 | 29.1 | 28.2 | 52.0 | 14.2 | 13.7 | 40.6 | 10.1 | 12.5 | 33.1 | 17.4 | 26.1 | 38.9 |
| Treynor Ratio | NA | -0.65 | -0.58 | -0.42 | -0.34 | -0.75 | -0.33 | -0.37 | -0.74 | -0.02 | -0.07 | -0.46 | -0.07 | 0.09 | -0.8 |
| Alpha | NA | -0.71 | -0.4 | -0.31 | -0.15 | -0.61 | -0.13 | -0.47 | -0.18 | -0.24 | -0.01 | -0.12 | -0.05 | 0.0 | -0.08 |
| Beta | NA | 0.74 | 0.78 | 0.78 | 0.85 | 0.7 | 0.9 | 0.75 | 0.67 | 0.83 | 0.91 | 0.96 | 0.94 | 0.93 | 0.79 |
| RSquared | NA | 0.02 | 0.11 | 0.15 | 0.47 | 0.01 | 0.7 | 0.72 | 0.05 | 0.84 | 0.86 | 0.52 | 0.95 | 0.95 | 0.82 |
| Yield(%) | N/A | 5.2 | 14.0 | 11.2 | N/A | 0.2 | 6.0 | 6.4 | 34.7 | 4.0 | 3.1 | 20.3 | 2.7 | 3.1 | 1.5 |
| Dividend Growth(%) | N/A | -23.4 | 58.0 | N/A | N/A | -95.9 | -17.3 | -87.2 | 904.7 | 41.2 | -88.4 | 744.2 | 11.6 | 36.2 | 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 2046-2050 Asset Class Trend Rankings |
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