Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RRDSX (Russell 2017 Retirement Distribution S) | NA | 2.87% | 3.95% | 2.75% | 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 |
|---|---|---|
| RRDSX (Russell 2017 Retirement Distribution S) | 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 (%) | -0.18 | 2.87 | 3.95 | 2.75 | NA | NA | NA | … | … | 1.96 | 8.97 | -1.88 | 11.24 | 9.83 | -34.70 |
| Sharpe Ratio | NA | 0.58 | 0.55 | 0.29 | NA | NA | NA | … | … | 0.48 | 2.14 | -0.19 | 1.10 | 0.85 | -1.78 |
| Standard Deviation(%) | NA | 4.85 | 7.13 | 11.00 | NA | NA | NA | … | … | 5.08 | 4.20 | 9.92 | 10.15 | 11.41 | 24.57 |
| Draw Down(%) | NA | 5.63 | 11.50 | 20.21 | NA | NA | NA | … | … | 5.63 | 3.74 | 11.50 | 9.26 | 9.28 | 41.10 |
| Yield(%) | 0.00 | 20.67 | 12.34 | 7.55 | 2.87 | 1.91 | 1.43 | … | … | 11.07 | 11.39 | 9.93 | 9.92 | 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 |
|---|---|---|---|---|
| RRDSX (Russell 2017 Retirement Distribution S) |
-8.21%
May 2008 – May 2011 |
-3.89%
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 |
|---|---|---|---|---|
| RRDSX (Russell 2017 Retirement Distribution S) |
9.36%
Feb 2009 – Feb 2012 |
0.01%
Sep 2008 – Sep 2013 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart