Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RBLTX (Russell LifePoints Bal Strat R2) | NA | -2.03% | 7.57% | 6.92% | NA | NA | NA | … | … |
Data as of 06/16/2015, Common starting date is 03/06/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RBLTX (Russell LifePoints Bal Strat R2) | 03/06/2006 | 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 | -2.03 | 7.57 | 6.92 | NA | NA | NA | … | … | 0.00 | 2.20 | 12.18 | 12.32 | -2.74 | 13.13 | 26.67 | -29.97 | 6.74 | 8.47 |
| Sharpe Ratio | NA | -0.69 | 1.30 | 0.76 | NA | NA | NA | … | … | 0.00 | 0.41 | 1.82 | 1.56 | -0.19 | 1.15 | 1.51 | -1.29 | 0.39 | 0.96 |
| Standard Deviation(%) | NA | 2.97 | 5.83 | 9.00 | NA | NA | NA | … | … | NA | 5.33 | 6.69 | 7.92 | 14.61 | 11.39 | 17.56 | 23.82 | 9.66 | 7.29 |
| Draw Down(%) | NA | 3.56 | 6.41 | 14.92 | NA | NA | NA | … | … | 0.00 | 3.56 | 6.41 | 7.75 | 14.92 | 8.75 | 18.94 | 39.41 | 6.41 | 6.84 |
| Yield(%) | 0.00 | 0.14 | 1.62 | 2.17 | 2.96 | 1.97 | 1.48 | … | … | 0.00 | 0.37 | 1.99 | 2.66 | 2.05 | 3.29 | 3.35 | 5.51 | 7.69 | 4.57 |
Data as of 06/16/2015, Common starting date is 03/06/2006
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RBLTX (Russell LifePoints Bal Strat R2) |
-7.28%
Apr 2006 – Apr 2009 |
0.06%
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 |
|---|---|---|---|---|
| RBLTX (Russell LifePoints Bal Strat R2) |
19.56%
Feb 2009 – Feb 2012 |
15.24%
Feb 2009 – Feb 2014 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart