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BRPBX: LifePath Active Retirement Port Cl R (MUTUAL FUND)
Basic Info
Asset Class: | Target Date 2011-2015 |
MyPlanIQ Rating: | Not Rated |
Start Date: | 05/09/2007 |
Last Dividend Date: | 08/05/2020 |
12-Mo. Yield | 1.75% |
Expenses | 0.81% |
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Performance Analytics (As of 09/25/2020)
Not up-to-date? TryLast 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 05/09/2007 |
2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.0 | 4.8 | 4.9 | 5.9 | 5.9 | 4.4 | 2.0 | 16.4 | -5.0 | 9.1 | 7.5 | -2.4 | 4.5 | 10.0 | 12.1 | -0.3 | 12.0 | 26.2 | -26.7 | 3.8 |
Sharpe Ratio | NA | 0.32 | 0.42 | 0.66 | 0.7 | 0.39 | 0.15 | 3.08 | -0.99 | 2.42 | 1.25 | -0.42 | 0.95 | 1.87 | 1.39 | -0.03 | 1.07 | 1.76 | -1.52 | 0.26 |
Draw Down(%) | NA | 18.5 | 18.5 | 18.5 | 18.5 | 37.5 | 18.5 | 1.9 | 8.8 | 1.5 | 4.4 | 7.4 | 3.7 | 5.0 | 6.4 | 12.4 | 8.2 | 15.6 | 31.7 | 9.5 |
Standard Deviation(%) | NA | 13.6 | 9.1 | 7.8 | 7.8 | 10.1 | 15.8 | 4.9 | 6.4 | 3.5 | 5.8 | 5.9 | 4.7 | 5.4 | 8.8 | 11.6 | 11.2 | 14.8 | 18.1 | 12.7 |
Treynor Ratio | NA | 0.09 | 0.06 | 0.08 | 0.08 | 0.06 | 0.05 | 0.14 | -0.06 | 0.11 | 0.13 | -0.03 | 0.08 | 0.13 | 0.14 | 0.0 | 0.16 | 0.38 | -0.57 | 0.04 |
Alpha | NA | 0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | -0.01 | 0.0 | 0.01 | -0.01 | 0.0 | 0.0 | 0.01 | -0.01 | 0.01 | 0.04 | -0.07 | 0.02 |
Beta | NA | 0.51 | 0.65 | 0.65 | 0.72 | 0.63 | 0.5 | 1.1 | 0.97 | 0.81 | 0.58 | 0.76 | 0.54 | 0.78 | 0.89 | 0.76 | 0.74 | 0.68 | 0.48 | 0.89 |
RSquared | NA | 0.18 | 0.31 | 0.34 | 0.48 | 0.48 | 0.17 | 0.82 | 0.81 | 0.44 | 0.43 | 0.8 | 0.38 | 0.8 | 0.5 | 0.71 | 0.5 | 0.6 | 0.43 | 0.62 |
Yield(%) | N/A | 20.8 | 10.1 | 8.1 | 7.0 | N/A | 17.7 | 3.6 | 8.1 | 1.8 | 1.8 | 6.3 | 8.6 | 7.0 | 3.9 | 5.6 | 1.7 | 1.9 | 1.7 | 1.0 |
Dividend Growth(%) | N/A | 154.7 | 84.6 | 45.7 | N/A | N/A | 463.6 | -61.6 | 377.8 | 5.9 | -73.8 | -30.1 | 25.7 | 94.7 | -33.3 | 256.2 | 14.3 | -22.2 | 80.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 05/09/2007
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