Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RPLDX (Russell LifePoints 2025 Strategy R3) | NA | -19.89% | 0.33% | 2.78% | NA | NA | NA | … | … |
Data as of 06/16/2015, Common starting date is 04/03/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RPLDX (Russell LifePoints 2025 Strategy R3) | 04/03/2008 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -19.89 | 0.33 | 2.78 | NA | NA | NA | … | … | -18.47 | 1.96 | 11.90 | 12.46 | -2.51 | 13.94 | 27.90 | -31.40 |
| Sharpe Ratio | NA | -0.76 | 0.02 | 0.15 | NA | NA | NA | … | … | -1.20 | 0.45 | 1.83 | 1.58 | -0.17 | 1.08 | 1.36 | -1.23 |
| Standard Deviation(%) | NA | 26.04 | 18.25 | 18.40 | NA | NA | NA | … | … | 30.37 | 4.36 | 6.47 | 7.92 | 14.95 | 12.82 | 20.42 | 32.66 |
| Draw Down(%) | NA | 20.89 | 20.89 | 20.89 | NA | NA | NA | … | … | 18.47 | 2.97 | 6.04 | 7.59 | 15.21 | 9.90 | 21.15 | 43.94 |
| Yield(%) | 0.00 | 0.14 | 4.02 | 3.74 | 1.92 | 1.28 | 0.96 | … | … | 0.00 | 0.31 | 7.19 | 4.48 | 2.18 | 3.29 | 2.85 | 1.11 |
Data as of 06/16/2015, Common starting date is 04/03/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RPLDX (Russell LifePoints 2025 Strategy R3) |
-1.09%
Mar 2012 – Mar 2015 |
1.89%
Apr 2010 – Apr 2015 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RPLDX (Russell LifePoints 2025 Strategy R3) |
20.95%
Feb 2009 – Feb 2012 |
16.09%
Feb 2009 – Feb 2014 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart