Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RWLDX (2045 STRATEGY FUND R3) | NA | -19.09% | 3.98% | 4.73% | NA | NA | NA | … | … |
Data as of 06/16/2015, Common starting date is 04/03/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RWLDX (2045 STRATEGY FUND R3) | 04/03/2008 | 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 | -19.09 | 3.98 | 4.73 | NA | NA | NA | … | … | -16.14 | 0.42 | 20.15 | 14.65 | -5.57 | 14.48 | 30.03 | -35.71 |
| Sharpe Ratio | NA | -0.87 | 0.24 | 0.26 | NA | NA | NA | … | … | -1.23 | 0.05 | 2.09 | 1.20 | -0.26 | 0.83 | 1.15 | -1.12 |
| Standard Deviation(%) | NA | 21.89 | 16.48 | 18.25 | NA | NA | NA | … | … | 26.17 | 7.45 | 9.63 | 12.26 | 21.69 | 17.42 | 26.01 | 40.46 |
| Draw Down(%) | NA | 20.67 | 20.67 | 21.40 | NA | NA | NA | … | … | 16.14 | 5.41 | 7.17 | 11.90 | 21.40 | 14.10 | 25.40 | 49.53 |
| Yield(%) | 0.00 | 0.04 | 2.49 | 3.27 | 1.55 | 1.03 | 0.77 | … | … | 0.00 | 0.15 | 3.32 | 3.78 | 5.59 | 2.12 | 2.44 | 0.71 |
Data as of 06/16/2015, Common starting date is 04/03/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RWLDX (2045 STRATEGY FUND R3) |
-0.12%
May 2008 – May 2011 |
1.83%
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 |
|---|---|---|---|---|
| RWLDX (2045 STRATEGY FUND R3) |
22.93%
Feb 2009 – Feb 2012 |
18.79%
Feb 2009 – Feb 2014 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart