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ARFIX: American Century LIVESTRONG 2015 Inv (MUTUAL FUND)
Basic Info
Asset Class: | Target Date 2011-2015 |
MyPlanIQ Rating: | Not Rated |
Start Date: | 01/26/2005 |
Last Dividend Date: | 12/30/2014 |
12-Mo. Yield | 3.34% |
Expenses | 0.78% |
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Performance Analytics (As of 03/27/2015)
Not up-to-date? TryLast 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 01/26/2005 |
2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | -11.2 | -4.9 | 3.6 | 5.8 | 5.1 | 5.0 | -9.5 | 6.3 | 11.5 | 10.6 | 3.2 | 11.2 | 18.3 | -20.0 | 8.5 | 10.5 | 6.5 |
Sharpe Ratio | NA | -0.36 | 0.37 | 0.57 | 0.37 | 0.38 | -1.45 | 1.25 | 2.08 | 1.76 | 0.28 | 1.2 | 1.31 | -1.06 | 0.65 | 1.17 | 0.86 |
Draw Down(%) | NA | 11.4 | 11.4 | 11.4 | 31.9 | 31.9 | 11.4 | 4.0 | 4.2 | 4.6 | 8.9 | 6.9 | 14.6 | 29.9 | 5.3 | 5.8 | 3.8 |
Standard Deviation(%) | NA | 13.7 | 9.6 | 10.1 | 11.4 | 10.8 | 24.0 | 5.0 | 5.5 | 6.0 | 11.4 | 9.3 | 13.9 | 19.8 | 8.5 | 6.2 | 5.5 |
Treynor Ratio | NA | -0.05 | 0.17 | 0.13 | 0.06 | 0.06 | -0.31 | 0.07 | 0.13 | 1.09 | 0.04 | 0.13 | 0.22 | -0.27 | 0.07 | 0.09 | 0.05 |
Alpha | NA | -0.05 | 0.01 | 0.01 | 0.0 | 0.01 | -0.2 | 0.0 | 0.0 | 0.04 | 0.01 | 0.0 | 0.0 | -0.01 | 0.01 | 0.0 | 0.0 |
Beta | NA | 1.0 | 0.21 | 0.44 | 0.65 | 0.65 | 1.13 | 0.91 | 0.87 | 0.1 | 0.86 | 0.85 | 0.81 | 0.78 | 0.83 | 0.84 | 1.04 |
RSquared | NA | 0.19 | 0.09 | 0.31 | 0.64 | 0.68 | 0.11 | 0.96 | 0.93 | 0.11 | 0.97 | 0.98 | 0.97 | 0.96 | 0.97 | 0.84 | 0.93 |
Yield(%) | N/A | 4.5 | 3.8 | 3.6 | 3.8 | N/A | 0.0 | 4.5 | 3.7 | 3.0 | 2.4 | 2.6 | 2.1 | 4.1 | 4.0 | 4.9 | 3.1 |
Dividend Growth(%) | N/A | 30.4 | 89.2 | -2.5 | N/A | N/A | -100.0 | 30.4 | 35.3 | 25.9 | -3.6 | 47.4 | -61.2 | 6.5 | -14.8 | 68.8 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 01/26/2005
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