Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RQLTX (Russell LifePoints 2055 Strategy R2) | NA | -3.46% | 10.45% | NA | NA | NA | NA | … | … |
Data as of 06/16/2015, Common starting date is 01/03/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RQLTX (Russell LifePoints 2055 Strategy R2) | 01/03/2011 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -3.46 | 10.45 | NA | NA | NA | NA | … | … | 0.00 | 0.64 | 20.54 | 14.70 | -6.29 |
| Sharpe Ratio | NA | -0.84 | 1.22 | NA | NA | NA | NA | … | … | 0.00 | 0.08 | 2.12 | 1.21 | -0.30 |
| Standard Deviation(%) | NA | 4.12 | 8.64 | NA | NA | NA | NA | … | … | 0.00 | 7.45 | 9.67 | 12.18 | 21.47 |
| Draw Down(%) | NA | 5.36 | 7.19 | NA | NA | NA | NA | … | … | 0.00 | 5.36 | 7.19 | 11.79 | 21.19 |
| Yield(%) | 0.00 | 0.10 | 2.22 | 1.64 | 0.82 | 0.55 | 0.41 | … | … | 0.00 | 0.32 | 3.04 | 3.08 | 1.74 |
Data as of 06/16/2015, Common starting date is 01/03/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RQLTX (Russell LifePoints 2055 Strategy R2) |
6.99%
Apr 2011 – Apr 2014 |
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 |
|---|---|---|---|---|
| RQLTX (Russell LifePoints 2055 Strategy R2) |
14.81%
Sep 2011 – Sep 2014 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart