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RZLTX: IN RETIREMENT FUND R2 (MUTUAL FUND)
Basic Info
| Asset Class: | Retirement Income |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 04/01/2008 |
| Last Dividend Date: | 07/03/2014 |
| 12-Mo. Yield | 0.29% |
| Expenses | 0.88% |
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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 | -0.6 | 4.8 | 5.5 | 4.3 | 0.0 | 2.8 | 5.5 | 9.9 | 1.4 | 11.1 | 22.6 | -17.9 |
| Sharpe Ratio | NA | -0.46 | 1.5 | 1.19 | 0.58 | 0.0 | 1.08 | 1.32 | 2.63 | 0.2 | 1.78 | 2.33 | -1.72 |
| Draw Down(%) | NA | 1.8 | 4.8 | 6.8 | 28.4 | 0.0 | 1.8 | 4.8 | 3.2 | 6.8 | 4.4 | 11.9 | 27.1 |
| Standard Deviation(%) | NA | 1.4 | 3.2 | 4.6 | 7.1 | NA | 2.6 | 4.1 | 3.8 | 7.1 | 6.2 | 9.6 | 13.7 |
| Treynor Ratio | NA | -0.05 | 0.07 | 0.06 | 0.04 | NA | 0.05 | 0.05 | 0.11 | 0.01 | 0.1 | 0.2 | -0.24 |
| Alpha | NA | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.01 | -0.02 | 0.0 | 0.02 | -0.04 |
| Beta | NA | 0.15 | 0.7 | 0.93 | 1.02 | 0.0 | 0.54 | 1.01 | 0.95 | 1.14 | 1.12 | 1.1 | 1.01 |
| RSquared | NA | 0.13 | 0.61 | 0.78 | 0.85 | 0.0 | 0.44 | 0.89 | 0.83 | 0.92 | 0.91 | 0.92 | 0.85 |
| Yield(%) | N/A | 0.3 | 3.4 | 3.8 | N/A | 0.0 | 0.6 | 6.3 | 3.8 | 3.1 | 4.5 | 4.4 | 2.8 |
| Dividend Growth(%) | N/A | -95.3 | -1.7 | N/A | N/A | -100.0 | -90.9 | 76.5 | 19.4 | -27.3 | 22.4 | 24.3 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 04/01/2008
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