Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RPLTX (Russell LifePoints 2025 Strategy R2) | NA | -1.67% | 7.63% | 7.33% | NA | NA | NA | … | … |
Data as of 06/16/2015, Common starting date is 04/01/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RPLTX (Russell LifePoints 2025 Strategy R2) | 04/01/2008 | 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 | -1.67 | 7.63 | 7.33 | NA | NA | NA | … | … | 0.00 | 2.18 | 12.15 | 12.88 | -2.29 | 13.84 | 28.27 | -31.00 |
| Sharpe Ratio | NA | -0.70 | 1.38 | 0.81 | NA | NA | NA | … | … | 0.00 | 0.50 | 1.90 | 1.63 | -0.16 | 1.07 | 1.39 | -1.22 |
| Standard Deviation(%) | NA | 2.41 | 5.52 | 9.05 | NA | NA | NA | … | … | NA | 4.33 | 6.37 | 7.95 | 14.82 | 12.83 | 20.20 | 32.31 |
| Draw Down(%) | NA | 2.95 | 5.93 | 15.05 | NA | NA | NA | … | … | 0.00 | 2.95 | 5.93 | 7.48 | 15.05 | 9.99 | 21.12 | 43.88 |
| Yield(%) | 0.00 | 0.21 | 4.22 | 3.98 | 2.04 | 1.36 | 1.02 | … | … | 0.00 | 0.45 | 7.45 | 4.79 | 2.39 | 3.23 | 3.07 | 1.23 |
Data as of 06/16/2015, Common starting date is 04/01/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RPLTX (Russell LifePoints 2025 Strategy R2) |
1.37%
May 2008 – May 2011 |
2.73%
May 2008 – May 2013 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RPLTX (Russell LifePoints 2025 Strategy R2) |
21.21%
Feb 2009 – Feb 2012 |
16.38%
Feb 2009 – Feb 2014 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart