Find A Portfolio/Ticker
Comparison Box
LTHRX: AllianceBern 2020 Retirement Strat R (MUTUAL FUND)
Basic Info
Asset Class: | Target Date 2016-2020 |
MyPlanIQ Rating: | Not Rated |
Start Date: | 09/02/2005 |
Last Dividend Date: | 12/15/2014 |
12-Mo. Yield | 0.00% |
Expenses | 1.22% |
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 | 10 Yr | Since 12/16/2008 |
2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.0 | 0.0 | 0.0 | -0.7 | 3.0 | 8.8 | -1.3 | -0.2 | 12.6 | 9.1 | -6.0 | 10.2 | 29.5 | -42.1 | 1.5 | 13.8 | 4.8 |
Sharpe Ratio | NA | -0.59 | 0.41 | 0.26 | 0.01 | 0.03 | -0.15 | -0.02 | 1.42 | 0.87 | -0.38 | 0.65 | 1.24 | -1.29 | -0.1 | 1.04 | 1.49 |
Draw Down(%) | NA | 11.3 | 12.4 | 16.8 | 58.2 | 58.2 | 11.2 | 9.0 | 7.4 | 10.3 | 16.8 | 12.7 | 23.1 | 48.8 | 10.8 | 10.6 | 4.2 |
Standard Deviation(%) | NA | 10.6 | 9.2 | 11.2 | 17.1 | 16.9 | 9.8 | 8.7 | 8.9 | 10.4 | 16.0 | 15.5 | 23.6 | 33.2 | 15.4 | 10.2 | 8.7 |
Treynor Ratio | NA | -0.05 | 0.03 | 0.03 | 0.0 | 0.0 | -0.01 | 0.0 | 0.11 | 0.07 | -0.06 | 0.08 | 0.24 | -0.37 | -0.01 | 0.09 | 0.0 |
Alpha | NA | -0.03 | -0.03 | -0.03 | -0.03 | -0.02 | -0.01 | -0.03 | -0.02 | -0.02 | -0.03 | -0.02 | 0.0 | -0.07 | -0.03 | 0.0 | NA |
Beta | NA | 1.17 | 1.18 | 1.12 | 1.17 | 1.17 | 1.12 | 1.25 | 1.17 | 1.21 | 1.03 | 1.2 | 1.22 | 1.15 | 1.28 | 1.22 | NA |
RSquared | NA | 0.83 | 0.87 | 0.91 | 0.91 | 0.91 | 0.91 | 0.85 | 0.89 | 0.93 | 0.96 | 0.9 | 0.96 | 0.95 | 0.88 | 0.41 | 0.0 |
Yield(%) | N/A | 2.9 | 1.2 | 1.5 | 1.3 | N/A | 0.0 | 3.1 | 0.0 | 0.0 | 1.7 | 2.5 | 2.1 | 3.9 | 0.0 | 0.0 | 0.0 |
Dividend Growth(%) | N/A | N/A | -36.0 | N/A | N/A | N/A | -100.0 | N/A | N/A | -100.0 | -26.1 | 53.3 | -68.1 | N/A | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/16/2008
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 2016-2020 Asset Class Trend Rankings |
Top Rated Funds in Target Date 2016-2020
Best Mutual Funds
- TRRBX (T.ROWE PRICE RETIREMENT 2020 FUND T. ROWE PRICE RETIREMENT 2020 FUND) (100%)
- FFFDX (FIDELITY FREEDOM 2020 FUND FIDELITY FREEDOM 2020 FUND) (98%)
- SWCRX (SCHWAB TARGET 2020 FUND SCHWAB TARGET 2020 FUND) (96%)
- TCLTX (TIAA-CREF LIFECYCLE 2020 FUND RETIREMENT CLASS) (94%)
- FDIFX (FIDELITY ADVISOR FREEDOM 2020 FUND CLASS I) (92%)
- PLWIX (PRINCIPAL LIFETIME 2020 FUND INSTITUTIONAL CLASS) (90%)
- PTBPX (PRINCIPAL LIFETIME 2020 FUND R-5) (88%)
- SPGRX (DEUTSCHE MULTI-ASSET GLOBAL ALLOCATION FUND CLASS S) (86%)
- MRTSX (MASSMUTUAL RETIRESMART 2020 FUND SERVICE CLASS) (82%)
- MRTYX (MASSMUTUAL RETIRESMART 2020 FUND ADMINISTRATIVE CLASS) (80%)