Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RWLTX (Russell LifePoints 2045 Strategy R2) | NA | -3.44% | 10.51% | 8.76% | NA | NA | NA | … | … |
Data as of 06/16/2015, Common starting date is 04/01/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RWLTX (Russell LifePoints 2045 Strategy R2) | 04/01/2008 | 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 | -3.44 | 10.51 | 8.76 | NA | NA | NA | … | … | 0.00 | 0.64 | 20.51 | 14.89 | -5.23 | 14.66 | 30.44 | -35.34 |
| Sharpe Ratio | NA | -0.84 | 1.22 | 0.65 | NA | NA | NA | … | … | 0.00 | 0.08 | 2.11 | 1.23 | -0.24 | 0.84 | 1.18 | -1.11 |
| Standard Deviation(%) | NA | 4.12 | 8.65 | 13.37 | NA | NA | NA | … | … | NA | 7.49 | 9.71 | 12.21 | 21.65 | 17.42 | 25.75 | 39.95 |
| Draw Down(%) | NA | 5.30 | 7.24 | 21.23 | NA | NA | NA | … | … | 0.00 | 5.30 | 7.24 | 11.78 | 21.23 | 14.08 | 25.40 | 49.50 |
| Yield(%) | 0.00 | 0.11 | 2.71 | 3.48 | 1.67 | 1.11 | 0.84 | … | … | 0.00 | 0.28 | 3.60 | 4.05 | 5.70 | 2.30 | 2.67 | 0.86 |
Data as of 06/16/2015, Common starting date is 04/01/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RWLTX (Russell LifePoints 2045 Strategy R2) |
0.12%
May 2008 – May 2011 |
2.12%
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 |
|---|---|---|---|---|
| RWLTX (Russell LifePoints 2045 Strategy R2) |
23.30%
Feb 2009 – Feb 2012 |
19.13%
Feb 2009 – Feb 2014 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart