Performance Comparison
Portfolio Performance Comparison
The return data shown below all have the same latest date: 05/18/2011.
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| IDMYX (RiverSource Balanced R4 ) | NA | 16.32% | 1.48% | 3.34% | 1.66% | NA | NA | 0.43% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IDMYX (RiverSource Balanced R4 ) | 06/21/1996 | 05/18/2011 |
The return data shown below all have the same latest date: 05/18/2011.
AR inception is since 06/21/1996.
AR inception is since 06/21/1996.
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 16.32 | 1.48 | 3.34 | 1.66 | NA | NA | 0.43 | 4.29 | 12.45 | 24.63 | -29.52 | 1.74 | 15.15 | 3.74 | 8.49 | 18.47 | -17.32 | -14.53 | -13.24 | -2.53 | -5.17 | 15.52 | 0.82 |
| Sharpe Ratio | NA | 1.47 | 0.06 | 0.13 | 0.02 | NA | NA | -0.12 | 1.51 | 0.99 | 1.31 | -1.12 | -0.12 | 1.80 | 0.23 | 1.08 | 1.78 | -1.18 | -0.95 | -1.08 | -0.44 | -0.53 | 1.53 | -0.17 |
| Standard Deviation(%) | NA | 11.04 | 19.93 | 16.75 | 14.13 | NA | NA | 14.17 | 7.76 | 12.52 | 18.76 | 27.02 | 10.25 | 6.65 | 6.68 | 6.96 | 9.98 | 15.65 | 17.94 | 16.10 | 13.08 | 16.12 | 7.79 | 11.25 |
| Draw Down(%) | NA | 6.01 | 40.44 | 44.07 | 44.07 | NA | NA | 52.49 | 4.20 | 11.71 | 18.96 | 38.59 | 7.21 | 4.73 | 4.52 | 6.12 | 8.71 | 26.10 | 27.72 | 17.43 | 11.86 | 13.34 | 6.61 | 7.16 |
| Yield(%) | 0.00 | 1.68 | 2.01 | 2.40 | 1.63 | 1.77 | 1.32 | 1.89 | 0.00 | 2.05 | 2.84 | 2.81 | 2.58 | 2.58 | 2.58 | 1.44 | 1.19 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 13.51 | 0.00 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IDMYX (RiverSource Balanced R4 ) |
-17.02%
Sep 1999 - Sep 2002 |
-12.42%
Mar 1998 - Mar 2003 |
-5.32%
Feb 1999 - Feb 2009 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IDMYX (RiverSource Balanced R4 ) |
12.31%
Mar 2003 - Mar 2006 |
11.17%
Sep 2002 - Sep 2007 |
2.57%
Mar 2001 - Mar 2011 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart