Find A Portfolio/Ticker
Comparison Box
LTDRX: AllianceBern 2010 Retirement Strat R (MUTUAL FUND)
Basic Info
Asset Class: | Target Date 2000-2010 |
MyPlanIQ Rating: | Not Rated |
Start Date: | 01/27/2006 |
Last Dividend Date: | 12/15/2014 |
12-Mo. Yield | 1.96% |
Expenses | 1.14% |
Sign up to get fund ranking change alerts |
Performance Analytics (As of 07/31/2020)
Not up-to-date? TryLast 1 Week* | 1 Yr | 3 Yr | 5 Yr | Since 01/27/2006 |
2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.0 | 0.0 | 0.0 | -0.4 | 3.1 | -0.4 | -0.2 | 7.9 | 7.2 | -4.1 | 9.0 | 26.8 | -37.7 | 1.1 | 7.3 |
Sharpe Ratio | NA | -0.62 | 0.32 | 0.23 | -0.03 | -0.07 | -0.03 | 1.09 | 0.88 | -0.34 | 0.71 | 1.35 | -1.41 | -0.14 | 0.53 |
Draw Down(%) | NA | 9.4 | 10.3 | 12.8 | 52.9 | 8.9 | 7.6 | 6.7 | 7.8 | 12.8 | 10.0 | 19.7 | 43.2 | 10.0 | 8.6 |
Standard Deviation(%) | NA | 8.2 | 7.3 | 8.7 | 14.0 | 7.4 | 6.9 | 7.2 | 8.1 | 12.1 | 12.6 | 19.8 | 27.4 | 13.2 | 8.7 |
Treynor Ratio | NA | -0.03 | 0.02 | 0.02 | 0.0 | 0.0 | 0.0 | 0.06 | 0.05 | -0.04 | 0.07 | 0.2 | -0.31 | -0.01 | 0.04 |
Alpha | NA | -0.02 | -0.02 | -0.03 | -0.03 | -0.01 | -0.04 | -0.02 | -0.03 | -0.03 | -0.02 | 0.0 | -0.07 | -0.03 | -0.02 |
Beta | NA | 1.47 | 1.42 | 1.28 | 1.3 | 1.39 | 1.54 | 1.34 | 1.4 | 1.16 | 1.34 | 1.35 | 1.25 | 1.39 | 1.31 |
RSquared | NA | 0.76 | 0.79 | 0.84 | 0.88 | 0.87 | 0.77 | 0.82 | 0.86 | 0.92 | 0.88 | 0.95 | 0.91 | 0.81 | 0.45 |
Yield(%) | N/A | 2.8 | 2.6 | 2.6 | N/A | 0.0 | 3.0 | 2.5 | 2.2 | 2.3 | 2.8 | 2.2 | 4.7 | 4.2 | 2.3 |
Dividend Growth(%) | N/A | 26.8 | 22.2 | N/A | N/A | -100.0 | 26.9 | 23.8 | -8.7 | -11.5 | 62.5 | -70.4 | 12.5 | 92.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 01/27/2006
Calculate Performance
Start date (MM/dd/yyyy)
End date (MM/dd/yyyy)
View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See Target Date 2000-2010 Asset Class Trend Rankings |
Top Rated Funds in Target Date 2000-2010
Best Mutual Funds
- TRRFX (T. ROWE PRICE RETIREMENT 2005 FUND T. ROWE PRICE RETIREMENT 2005 FUND) (100%)
- TRRAX (T. ROWE PRICE RETIREMENT 2010 FUND T. ROWE PRICE RETIREMENT 2010 FUND) (97%)
- SWBRX (SCHWAB TARGET 2010 FUND SCHWAB TARGET 2010 FUND) (95%)
- FFFCX (FIDELITY FREEDOM 2010 FUND FIDELITY FREEDOM 2010 FUND) (92%)
- TCLEX (TIAA-CREF LIFECYCLE 2010 FUND RETIREMENT CLASS) (90%)
- FFFVX (FIDELITY FREEDOM 2005 FUND FIDELITY FREEDOM 2005 FUND) (87%)
- FCIFX (FIDELITY ADVISOR FREEDOM 2010 FUND CLASS I) (85%)
- FFIVX (FIDELITY ADVISOR FREEDOM 2005 FUND CLASS I) (82%)
- JLAHX (RETIREMENT LIVING THROUGH 2010 PORTFOLIO CLASS R5) (79%)
- REATX (AMERICAN FUNDS 2010 TARGET DATE RETIREMENT FUND CLASS R-5) (74%)