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RZLRX: IN RETIREMENT FUND R1 (MUTUAL FUND)
Basic Info
| Asset Class: | Retirement Income |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 04/01/2008 |
| Last Dividend Date: | 07/06/2017 |
| 12-Mo. Yield | 6.29% |
| 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 | -8.2 | -5.3 | 2.0 | -17.4 | -1.6 | -7.9 | -26.7 | -1.0 | 6.0 | -1.6 | 6.5 | 17.7 | -20.4 |
| Sharpe Ratio | NA | -1.58 | -1.66 | -1.66 | -1.65 | -1.39 | -4.57 | -3.7 | -1.31 | -2.83 | -2.73 | -2.74 | -1.77 | -0.09 | -3.21 |
| Draw Down(%) | NA | 22.7 | 47.3 | 47.9 | 47.9 | 22.6 | 7.9 | 10.3 | 29.6 | 5.3 | 3.7 | 7.2 | 4.5 | 11.9 | 29.0 |
| Standard Deviation(%) | NA | 26.4 | 25.4 | 20.0 | 15.8 | 29.3 | 7.8 | 7.1 | 34.4 | 6.9 | 4.7 | 7.3 | 6.8 | 9.9 | 14.1 |
| Treynor Ratio | NA | -0.94 | -0.54 | -0.4 | -0.25 | -2.32 | -0.34 | -0.32 | -0.87 | -0.19 | -0.13 | -0.18 | -0.11 | -0.01 | -0.44 |
| Alpha | NA | -1.29 | -0.38 | -0.23 | -0.03 | -1.31 | 0.02 | -0.31 | -0.15 | -0.03 | -0.01 | -0.02 | 0.04 | 0.01 | -0.06 |
| Beta | NA | 0.44 | 0.78 | 0.84 | 1.02 | 0.18 | 1.05 | 0.84 | 0.52 | 1.0 | 0.96 | 1.14 | 1.07 | 1.11 | 1.02 |
| RSquared | NA | 0.0 | 0.02 | 0.03 | 0.18 | 0.0 | 0.34 | 0.26 | 0.0 | 0.33 | 0.57 | 0.86 | 0.69 | 0.88 | 0.82 |
| Yield(%) | N/A | 6.3 | 13.2 | 9.9 | N/A | 0.4 | 7.4 | 7.0 | 31.3 | 6.6 | 4.1 | 3.3 | 4.7 | 4.7 | 3.0 |
| Dividend Growth(%) | N/A | -13.2 | 204.8 | N/A | N/A | -94.0 | -2.6 | -83.6 | 369.2 | 70.0 | 21.5 | -25.6 | 20.0 | 25.8 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 04/01/2008
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