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LTQRX: AllianceBern 2050 Retirement Strat R (MUTUAL FUND)
Basic Info
Asset Class: | Target Date 2046-2050 |
MyPlanIQ Rating: | Not Rated |
Start Date: | 07/12/2007 |
Last Dividend Date: | 12/16/2014 |
12-Mo. Yield | 6.84% |
Expenses | 1.26% |
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Performance Analytics (As of 08/14/2020)
Not up-to-date? TryLast 1 Week* | 1 Yr | 3 Yr | 5 Yr | Since 07/12/2007 |
2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.0 | 0.0 | 0.0 | -13.9 | -6.4 | -25.5 | -15.3 | 19.9 | 6.5 | -11.7 | 9.5 | 31.6 | -42.3 | -2.7 |
Sharpe Ratio | NA | -0.72 | -0.23 | -0.12 | -0.24 | -0.78 | -0.66 | 1.71 | 0.41 | -0.46 | 0.48 | 1.15 | -1.05 | -0.36 |
Draw Down(%) | NA | 40.5 | 41.1 | 41.1 | 58.6 | 30.6 | 23.5 | 7.4 | 13.9 | 24.3 | 17.3 | 24.4 | 52.0 | 10.9 |
Standard Deviation(%) | NA | 55.9 | 43.2 | 52.3 | 27.6 | 35.9 | 23.1 | 11.6 | 15.7 | 25.3 | 19.6 | 27.4 | 41.0 | 23.0 |
Treynor Ratio | NA | -0.46 | -0.11 | -0.06 | -0.07 | -0.35 | -0.15 | 0.21 | 0.06 | -0.11 | 0.09 | 0.32 | -0.46 | -0.08 |
Alpha | NA | -0.26 | -0.13 | -0.12 | -0.06 | -0.12 | -0.11 | -0.03 | -0.03 | -0.06 | -0.02 | 0.02 | -0.04 | 0.02 |
Beta | NA | 0.88 | 0.9 | 1.0 | 0.98 | 0.8 | 1.03 | 0.96 | 1.02 | 1.06 | 1.06 | 0.98 | 0.94 | 1.08 |
RSquared | NA | 0.08 | 0.11 | 0.18 | 0.68 | 0.15 | 0.3 | 0.83 | 0.69 | 0.96 | 0.96 | 0.95 | 0.88 | 0.87 |
Yield(%) | N/A | 17.3 | 10.9 | 7.6 | N/A | 0.0 | 18.6 | 4.3 | 7.7 | 3.2 | 2.4 | 1.7 | 1.3 | 1.3 |
Dividend Growth(%) | N/A | 391.5 | 378.1 | N/A | N/A | -100.0 | 397.1 | -39.7 | 114.8 | 42.1 | 90.0 | -23.1 | 0.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 07/12/2007
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