Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RKLDX (2015 STRATEGY FUND R3) | NA | -0.77% | 5.04% | 5.65% | 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 |
|---|---|---|
| RKLDX (2015 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 | -0.77 | 5.04 | 5.65 | NA | NA | NA | … | … | 0.00 | 2.62 | 6.00 | 10.29 | 0.43 | 12.00 | 24.74 | -23.23 |
| Sharpe Ratio | NA | -0.51 | 1.44 | 1.01 | NA | NA | NA | … | … | 0.00 | 0.97 | 1.37 | 2.25 | 0.04 | 1.49 | 1.91 | -1.53 |
| Standard Deviation(%) | NA | 1.52 | 3.50 | 5.54 | NA | NA | NA | … | … | 0.00 | 2.69 | 4.37 | 4.59 | 8.88 | 7.99 | 12.91 | 19.98 |
| Draw Down(%) | NA | 1.93 | 5.12 | 8.94 | NA | NA | NA | … | … | 0.00 | 1.93 | 5.12 | 4.20 | 8.94 | 5.96 | 15.06 | 33.46 |
| Yield(%) | 0.00 | 0.20 | 4.49 | 4.30 | 2.47 | 1.65 | 1.23 | … | … | 0.00 | 0.41 | 9.02 | 4.24 | 2.54 | 4.15 | 3.61 | 2.04 |
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 |
|---|---|---|---|---|
| RKLDX (2015 STRATEGY FUND R3) |
3.41%
May 2008 – May 2011 |
3.75%
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 |
|---|---|---|---|---|
| RKLDX (2015 STRATEGY FUND R3) |
17.62%
Feb 2009 – Feb 2012 |
12.97%
Feb 2009 – Feb 2014 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart