Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RBLDX (Russell LifePoints Bal Strat R3) | NA | -2.01% | 7.43% | 6.71% | 4.57% | NA | NA | … | … |
Data as of 06/16/2015, Common starting date is 09/11/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RBLDX (Russell LifePoints Bal Strat R3) | 09/11/2000 | 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 | -2.01 | 7.43 | 6.71 | 4.57 | NA | NA | … | … | 0.00 | 2.06 | 11.83 | 12.21 | -3.02 | 12.84 | 26.40 | -30.09 | 6.41 | 12.65 | 6.56 | 10.62 | 21.55 | -7.81 | -4.33 | -3.29 |
| Sharpe Ratio | NA | -0.70 | 1.28 | 0.74 | 0.30 | NA | NA | … | … | 0.00 | 0.39 | 1.77 | 1.54 | -0.21 | 1.12 | 1.50 | -1.30 | 0.35 | 1.31 | 0.73 | 1.46 | 2.63 | -0.83 | -0.69 | -1.07 |
| Standard Deviation(%) | NA | 2.89 | 5.83 | 8.99 | 12.39 | NA | NA | … | … | 0.00 | 5.27 | 6.67 | 7.96 | 14.61 | 11.39 | 17.59 | 23.81 | 9.73 | 7.19 | 5.98 | 6.65 | 7.95 | 10.78 | 9.83 | 13.64 |
| Draw Down(%) | NA | 3.55 | 6.39 | 14.98 | 43.83 | NA | NA | … | … | 0.00 | 3.55 | 6.39 | 7.80 | 14.98 | 8.87 | 19.02 | 39.51 | 6.48 | 6.92 | 4.03 | 6.62 | 6.77 | 16.24 | 15.34 | 7.33 |
| Yield(%) | 0.00 | 0.08 | 1.39 | 1.91 | 3.24 | 2.94 | 2.21 | … | … | 0.00 | 0.23 | 1.78 | 2.28 | 1.76 | 3.05 | 3.15 | 5.29 | 7.39 | 5.48 | 2.28 | 1.94 | 2.41 | 2.02 | 3.31 | 1.81 |
Data as of 06/16/2015, Common starting date is 09/11/2000
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RBLDX (Russell LifePoints Bal Strat R3) |
-10.69%
Feb 2006 – Feb 2009 |
-3.38%
Feb 2004 – Feb 2009 |
3.81%
Oct 2000 – Oct 2010 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RBLDX (Russell LifePoints Bal Strat R3) |
19.25%
Feb 2009 – Feb 2012 |
14.96%
Feb 2009 – Feb 2014 |
7.02%
Mar 2003 – Mar 2013 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart