Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RYLYX (Russell LifePoints 2050 Strategy R3) | NA | -32.15% | -1.94% | 1.11% | 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 |
|---|---|---|
| RYLYX (Russell LifePoints 2050 Strategy 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 | -32.15 | -1.94 | 1.11 | NA | NA | NA | … | … | -29.62 | 0.36 | 20.17 | 14.56 | -5.46 | 14.56 | 29.93 | -34.55 |
| Sharpe Ratio | NA | -0.57 | -0.04 | 0.01 | NA | NA | NA | … | … | -1.03 | 0.05 | 2.08 | 1.20 | -0.25 | 0.83 | 1.14 | -1.12 |
| Standard Deviation(%) | NA | 56.83 | 49.20 | 82.27 | NA | NA | NA | … | … | 52.23 | 7.52 | 9.70 | 12.16 | 21.70 | 17.42 | 26.15 | 39.25 |
| Draw Down(%) | NA | 33.43 | 33.43 | 33.43 | NA | NA | NA | … | … | 29.62 | 5.41 | 7.14 | 11.86 | 21.32 | 14.05 | 25.80 | 48.68 |
| Yield(%) | 0.00 | 0.05 | 2.13 | 6.08 | 2.77 | 1.84 | 1.38 | … | … | 0.00 | 0.15 | 3.41 | 2.47 | 19.82 | 2.32 | 2.59 | 1.14 |
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 |
|---|---|---|---|---|
| RYLYX (Russell LifePoints 2050 Strategy R3) |
-4.28%
Mar 2012 – Mar 2015 |
-0.04%
Apr 2010 – Apr 2015 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RYLYX (Russell LifePoints 2050 Strategy R3) |
23.06%
Feb 2009 – Feb 2012 |
18.87%
Feb 2009 – Feb 2014 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart