Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RVLTX (Russell LifePoints 2035 Strategy R2) | NA | -3.21% | 10.52% | 8.74% | NA | NA | NA | … | … |
Data as of 06/16/2015, Common starting date is 04/02/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RVLTX (Russell LifePoints 2035 Strategy R2) | 04/02/2008 | 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 | -3.21 | 10.52 | 8.74 | NA | NA | NA | … | … | 0.00 | 0.81 | 20.60 | 14.79 | -5.45 | 14.80 | 30.34 | -35.44 |
| Sharpe Ratio | NA | -0.80 | 1.23 | 0.65 | NA | NA | NA | … | … | 0.00 | 0.11 | 2.14 | 1.21 | -0.25 | 0.84 | 1.17 | -1.12 |
| Standard Deviation(%) | NA | 4.02 | 8.61 | 13.31 | NA | NA | NA | … | … | NA | 7.41 | 9.62 | 12.29 | 21.53 | 17.45 | 25.93 | 40.08 |
| Draw Down(%) | NA | 5.12 | 7.11 | 21.28 | NA | NA | NA | … | … | 0.00 | 5.12 | 7.11 | 11.81 | 21.28 | 14.08 | 25.44 | 49.37 |
| Yield(%) | 0.00 | 0.10 | 3.53 | 3.23 | 1.56 | 1.04 | 0.78 | … | … | 0.00 | 0.27 | 5.21 | 4.80 | 1.96 | 2.30 | 2.57 | 0.85 |
Data as of 06/16/2015, Common starting date is 04/02/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RVLTX (Russell LifePoints 2035 Strategy R2) |
0.11%
May 2008 – May 2011 |
2.05%
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 |
|---|---|---|---|---|
| RVLTX (Russell LifePoints 2035 Strategy R2) |
23.19%
Feb 2009 – Feb 2012 |
19.04%
Feb 2009 – Feb 2014 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart