Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RXLTX (Russell LifePoints 2040 Strategy R2) | NA | -3.46% | 10.44% | 8.68% | NA | NA | NA | … | … |
Data as of 06/16/2015, Common starting date is 02/27/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RXLTX (Russell LifePoints 2040 Strategy R2) | 02/27/2006 | 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 | 2007 | 2006 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -3.46 | 10.44 | 8.68 | NA | NA | NA | … | … | 0.00 | 0.65 | 20.46 | 14.74 | -5.38 | 14.81 | 30.18 | -39.50 | 6.98 | 7.07 |
| Sharpe Ratio | NA | -0.83 | 1.22 | 0.65 | NA | NA | NA | … | … | 0.00 | 0.09 | 2.15 | 1.22 | -0.25 | 0.85 | 1.14 | -1.10 | 0.24 | 0.52 |
| Standard Deviation(%) | NA | 4.18 | 8.57 | 13.31 | NA | NA | NA | … | … | NA | 7.46 | 9.51 | 12.19 | 21.60 | 17.39 | 26.28 | 36.71 | 16.73 | 9.72 |
| Draw Down(%) | NA | 5.35 | 7.07 | 21.19 | NA | NA | NA | … | … | 0.00 | 5.35 | 7.07 | 11.71 | 21.19 | 13.97 | 25.84 | 50.66 | 11.20 | 8.23 |
| Yield(%) | 0.00 | 0.10 | 1.65 | 1.91 | 1.62 | 1.08 | 0.81 | … | … | 0.00 | 0.27 | 2.67 | 1.82 | 1.43 | 2.32 | 2.84 | 0.96 | 5.10 | 0.00 |
Data as of 06/16/2015, Common starting date is 02/27/2006
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RXLTX (Russell LifePoints 2040 Strategy R2) |
-15.15%
Mar 2006 – Mar 2009 |
-3.14%
May 2007 – May 2012 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RXLTX (Russell LifePoints 2040 Strategy R2) |
23.31%
Feb 2009 – Feb 2012 |
19.11%
Feb 2009 – Feb 2014 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart