Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RMLTX (MODERATE STRATEGY FUND CLASS R2) | NA | -0.99% | 5.39% | 5.72% | NA | NA | NA | … | … |
Data as of 06/16/2015, Common starting date is 03/01/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RMLTX (MODERATE STRATEGY FUND CLASS R2) | 03/01/2006 | 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 | -0.99 | 5.39 | 5.72 | NA | NA | NA | … | … | 0.00 | 3.02 | 6.47 | 10.49 | -0.03 | 11.69 | 24.01 | -23.54 | 6.47 | 6.00 |
| Sharpe Ratio | NA | -0.57 | 1.39 | 0.97 | NA | NA | NA | … | … | 0.00 | 0.92 | 1.33 | 2.14 | -0.01 | 1.53 | 2.04 | -1.55 | 0.54 | 0.77 |
| Standard Deviation(%) | NA | 1.76 | 3.87 | 5.84 | NA | NA | NA | … | … | NA | 3.25 | 4.84 | 4.91 | 9.34 | 7.59 | 11.74 | 15.74 | 6.40 | 5.00 |
| Draw Down(%) | NA | 2.30 | 5.69 | 9.47 | NA | NA | NA | … | … | 0.00 | 2.30 | 5.69 | 4.62 | 9.47 | 5.60 | 14.01 | 31.47 | 4.06 | 4.23 |
| Yield(%) | 0.00 | 0.26 | 1.60 | 2.37 | 2.96 | 1.97 | 1.48 | … | … | 0.00 | 0.52 | 1.54 | 3.12 | 2.43 | 3.81 | 4.02 | 4.44 | 7.07 | 4.43 |
Data as of 06/16/2015, Common starting date is 03/01/2006
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RMLTX (MODERATE STRATEGY FUND CLASS R2) |
-4.59%
Apr 2006 – Apr 2009 |
2.09%
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 |
|---|---|---|---|---|
| RMLTX (MODERATE STRATEGY FUND CLASS R2) |
17.05%
Feb 2009 – Feb 2012 |
12.70%
Feb 2009 – Feb 2014 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart