Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RJLRX (Russell LifePoints 2010 Strategy R1) | NA | 8.26% | 3.64% | 4.16% | NA | NA | NA | … | … |
Data as of 04/04/2011, Common starting date is 03/06/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RJLRX (Russell LifePoints 2010 Strategy R1) | 03/06/2006 | 04/04/2011 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 8.26 | 3.64 | 4.16 | NA | NA | NA | … | … | 1.90 | 10.67 | 23.40 | -21.47 | 6.76 | 6.55 |
| Sharpe Ratio | NA | 1.41 | 0.31 | 0.31 | NA | NA | NA | … | … | 2.48 | 1.73 | 2.25 | -1.55 | 0.62 | 0.85 |
| Standard Deviation(%) | NA | 5.79 | 10.78 | 9.21 | NA | NA | NA | … | … | 3.07 | 6.12 | 10.35 | 14.43 | 6.07 | 5.47 |
| Draw Down(%) | NA | 4.35 | 30.39 | 31.08 | NA | NA | NA | … | … | 0.65 | 4.35 | 12.51 | 29.53 | 3.84 | 4.66 |
| Yield(%) | 0.00 | 4.13 | 3.28 | 3.94 | 2.00 | 1.33 | 1.00 | … | … | 0.00 | 4.27 | 4.70 | 2.98 | 5.27 | 3.67 |
Data as of 04/04/2011, Common starting date is 03/06/2006
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RJLRX (Russell LifePoints 2010 Strategy R1) |
-3.72%
Apr 2006 – Apr 2009 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RJLRX (Russell LifePoints 2010 Strategy R1) |
4.23%
Mar 2008 – Mar 2011 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart