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RYLTX: 2050 STRATEGY FUND R2 (MUTUAL FUND)
Basic Info
| Asset Class: | Target Date 2046-2050 |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 04/01/2008 |
| 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 04/01/2008 |
2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.0 | -3.4 | 10.5 | 8.7 | 3.7 | 0.0 | 0.7 | 20.4 | 14.9 | -5.4 | 14.9 | 30.4 | -34.2 |
| Sharpe Ratio | NA | -0.83 | 1.22 | 0.65 | 0.18 | 0.0 | 0.09 | 2.13 | 1.22 | -0.25 | 0.85 | 1.16 | -1.11 |
| Draw Down(%) | NA | 5.3 | 7.1 | 21.2 | 52.1 | 0.0 | 5.3 | 7.1 | 11.8 | 21.2 | 13.9 | 25.7 | 48.6 |
| Standard Deviation(%) | NA | 4.1 | 8.6 | 13.4 | 20.1 | NA | 7.5 | 9.6 | 12.2 | 21.7 | 17.4 | 26.2 | 38.9 |
| Treynor Ratio | NA | -0.26 | 0.18 | 0.11 | 0.04 | NA | 0.02 | 0.25 | 0.17 | -0.06 | 0.16 | 0.32 | -0.55 |
| Alpha | NA | -0.02 | 0.0 | -0.02 | -0.02 | 0.0 | -0.02 | -0.02 | 0.0 | -0.03 | 0.0 | 0.02 | -0.06 |
| Beta | NA | 0.13 | 0.57 | 0.8 | 0.83 | 0.0 | 0.43 | 0.82 | 0.9 | 0.91 | 0.94 | 0.94 | 0.78 |
| RSquared | NA | 0.14 | 0.6 | 0.83 | 0.86 | 0.0 | 0.42 | 0.9 | 0.88 | 0.96 | 0.96 | 0.95 | 0.82 |
| Yield(%) | N/A | 0.1 | 2.4 | 6.3 | N/A | 0.0 | 0.3 | 3.7 | 2.8 | 19.9 | 2.5 | 2.8 | 1.3 |
| Dividend Growth(%) | N/A | -96.7 | -77.5 | N/A | N/A | -100.0 | -91.6 | 45.6 | -89.3 | 788.4 | 14.4 | 37.2 | 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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