Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RLLTX (2020 STRATEGY FUND CLASS R2) | NA | -1.07% | 6.30% | 6.54% | NA | NA | NA | … | … |
Data as of 06/16/2015, Common starting date is 03/03/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RLLTX (2020 STRATEGY FUND CLASS R2) | 03/03/2006 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -1.07 | 6.30 | 6.54 | NA | NA | NA | … | … | 0.00 | 2.65 | 8.82 | 11.54 | -0.57 | 12.83 | 26.38 | -29.03 | 6.31 | 6.35 |
| Sharpe Ratio | NA | -0.57 | 1.43 | 0.93 | NA | NA | NA | … | … | 0.00 | 0.76 | 1.66 | 1.91 | -0.05 | 1.30 | 1.63 | -1.29 | 0.33 | 0.61 |
| Standard Deviation(%) | NA | 1.88 | 4.40 | 7.01 | NA | NA | NA | … | … | NA | 3.45 | 5.29 | 6.06 | 11.34 | 9.77 | 16.17 | 23.08 | 9.90 | 7.10 |
| Draw Down(%) | NA | 2.37 | 5.58 | 11.31 | NA | NA | NA | … | … | 0.00 | 2.37 | 5.58 | 5.56 | 11.31 | 7.53 | 17.85 | 38.48 | 6.53 | 6.09 |
| Yield(%) | 0.00 | 0.26 | 2.41 | 2.89 | 2.39 | 1.59 | 1.19 | … | … | 0.00 | 0.52 | 3.90 | 3.02 | 2.35 | 3.75 | 3.98 | 2.01 | 5.02 | 0.00 |
Data as of 06/16/2015, Common starting date is 03/03/2006
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RLLTX (2020 STRATEGY FUND CLASS R2) |
-7.42%
Apr 2006 – Apr 2009 |
0.78%
May 2007 – May 2012 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RLLTX (2020 STRATEGY FUND CLASS R2) |
19.39%
Feb 2009 – Feb 2012 |
14.64%
Feb 2009 – Feb 2014 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart