Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RALDX (Russell LifePoints Growth Strategy R3) | NA | -3.02% | 8.90% | 7.35% | 4.38% | 3.50% | NA | … | … |
Data as of 06/16/2015, Common starting date is 06/09/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RALDX (Russell LifePoints Growth Strategy R3) | 06/09/2000 | 06/16/2015 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -3.02 | 8.90 | 7.35 | 4.38 | 3.50 | NA | … | … | 0.00 | 1.12 | 16.15 | 13.24 | -5.62 | 13.54 | 28.60 | -36.24 | 6.76 | 15.27 | 8.10 | 12.60 | 28.18 | -14.03 | -8.52 | -4.84 |
| Sharpe Ratio | NA | -0.83 | 1.19 | 0.61 | 0.21 | NA | NA | … | … | 0.00 | 0.17 | 1.89 | 1.24 | -0.29 | 0.87 | 1.22 | -1.14 | 0.28 | 1.30 | 0.76 | 1.36 | 2.46 | -0.95 | -0.78 | -0.91 |
| Standard Deviation(%) | NA | 3.63 | 7.54 | 11.95 | 16.66 | NA | NA | … | … | NA | 6.58 | 8.53 | 10.76 | 19.56 | 15.39 | 23.43 | 32.50 | 13.16 | 9.26 | 7.82 | 8.58 | 11.20 | 15.87 | 14.20 | 13.84 |
| Draw Down(%) | NA | 4.80 | 7.08 | 19.88 | 52.20 | NA | NA | … | … | 0.00 | 4.80 | 7.08 | 10.74 | 19.88 | 12.38 | 23.67 | 46.90 | 8.83 | 9.25 | 5.37 | 7.64 | 10.33 | 24.40 | 22.65 | 12.04 |
| Yield(%) | 0.00 | 0.00 | 1.27 | 1.58 | 3.13 | 2.59 | 1.95 | … | … | 0.00 | 0.19 | 1.94 | 1.63 | 1.32 | 2.15 | 2.36 | 6.05 | 7.67 | 5.48 | 1.78 | 1.71 | 1.26 | 0.82 | 2.86 | 1.71 |
Data as of 06/16/2015, Common starting date is 06/09/2000
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RALDX (Russell LifePoints Growth Strategy R3) |
-13.98%
Feb 2006 – Feb 2009 |
-4.84%
Feb 2004 – Feb 2009 |
1.11%
Aug 2000 – Aug 2010 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RALDX (Russell LifePoints Growth Strategy R3) |
21.29%
Feb 2009 – Feb 2012 |
16.83%
Feb 2009 – Feb 2014 |
7.56%
Mar 2003 – Mar 2013 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart