Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RRDAX (Russell 2017 Retirement Distribution A) | NA | 3.58% | 3.40% | 2.54% | NA | NA | NA | … | … |
Data as of 10/18/2013, Common starting date is 03/31/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RRDAX (Russell 2017 Retirement Distribution A) | 03/31/2008 | 10/18/2013 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 3.58 | 3.40 | 2.54 | NA | NA | NA | … | … | 2.31 | 9.01 | -3.47 | 10.55 | 11.04 | -36.41 |
| Sharpe Ratio | NA | 0.68 | 0.44 | 0.26 | NA | NA | NA | … | … | 0.53 | 1.93 | -0.33 | 0.96 | 0.95 | -1.76 |
| Standard Deviation(%) | NA | 5.25 | 7.63 | 11.44 | NA | NA | NA | … | … | 5.42 | 4.68 | 10.58 | 10.85 | 11.58 | 25.94 |
| Draw Down(%) | NA | 5.82 | 12.52 | 20.57 | NA | NA | NA | … | … | 5.82 | 4.35 | 12.52 | 10.41 | 9.17 | 42.50 |
| Yield(%) | 0.00 | 14.36 | 10.33 | 6.35 | 2.36 | 1.57 | 1.18 | … | … | 4.11 | 11.38 | 9.83 | 9.86 | 0.00 | 0.00 |
Data as of 10/18/2013, Common starting date is 03/31/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RRDAX (Russell 2017 Retirement Distribution A) |
-8.76%
May 2008 – May 2011 |
-4.47%
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 |
|---|---|---|---|---|
| RRDAX (Russell 2017 Retirement Distribution A) |
9.05%
Feb 2009 – Feb 2012 |
-0.54%
Sep 2008 – Sep 2013 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart