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LTLRX: AllianceBern 2035 Retirement Strat R (MUTUAL FUND)
Basic Info
Asset Class: | Target Date 2031-2035 |
MyPlanIQ Rating: | Not Rated |
Start Date: | 09/02/2005 |
Last Dividend Date: | 12/16/2014 |
12-Mo. Yield | 0.84% |
Expenses | 1.26% |
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Performance Analytics (As of 07/31/2020)
Not up-to-date? TryLast 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 12/18/2008 |
2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.0 | 0.0 | 0.0 | -7.3 | 0.7 | 5.1 | -29.5 | 0.9 | 20.3 | 12.0 | -8.4 | 10.8 | 29.8 | -44.6 | 2.8 | 14.9 | 5.9 |
Sharpe Ratio | NA | -0.53 | -0.08 | -0.02 | NA | -0.08 | -0.8 | 0.08 | 1.89 | 0.9 | -0.37 | 0.56 | 1.08 | -1.15 | -0.01 | 0.95 | 1.62 |
Draw Down(%) | NA | 34.2 | 34.2 | 34.2 | 61.4 | 61.4 | 34.2 | 9.0 | 7.5 | 13.2 | 22.3 | 16.5 | 25.5 | 52.5 | 11.4 | 12.7 | 4.8 |
Standard Deviation(%) | NA | 61.4 | 54.2 | 112.7 | NA | 24.9 | 40.3 | 10.4 | 10.7 | 13.3 | 22.5 | 19.2 | 27.4 | 39.5 | 18.0 | 12.3 | 10.4 |
Treynor Ratio | NA | -0.31 | -0.04 | -0.02 | -0.02 | -0.02 | -0.31 | 0.01 | 0.19 | 0.11 | -0.08 | 0.1 | 0.27 | -0.43 | 0.0 | 0.09 | 0.13 |
Alpha | NA | -0.2 | -0.1 | -0.1 | -0.14 | -0.04 | -0.13 | -0.03 | -0.01 | -0.02 | -0.02 | -0.02 | 0.0 | -0.05 | -0.02 | -0.01 | 0.03 |
Beta | NA | 1.06 | 1.08 | 1.08 | 1.09 | 1.09 | 1.04 | 1.1 | 1.08 | 1.11 | 1.05 | 1.09 | 1.08 | 1.07 | 1.19 | 1.26 | 1.31 |
RSquared | NA | 0.07 | 0.09 | 0.11 | 0.06 | 0.73 | 0.13 | 0.92 | 0.95 | 0.94 | 0.99 | 0.92 | 0.97 | 0.97 | 0.92 | 0.93 | 0.95 |
Yield(%) | N/A | 2.5 | 2.1 | 1.8 | 1.3 | N/A | 0.0 | 2.6 | 2.0 | 1.0 | 0.9 | 1.5 | 1.3 | 3.2 | 0.0 | 0.0 | 0.0 |
Dividend Growth(%) | N/A | 52.4 | 94.7 | N/A | N/A | N/A | -100.0 | 52.4 | 133.3 | 0.0 | -35.7 | 55.6 | -76.9 | N/A | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/18/2008
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