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LTWRX: AllianceBern 2055 Retirement Strat R (MUTUAL FUND)
Basic Info
Asset Class: | Target Date 2051+ |
MyPlanIQ Rating: | Not Rated |
Start Date: | 07/12/2007 |
Last Dividend Date: | 12/16/2014 |
12-Mo. Yield | 2.51% |
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 | Since 07/12/2007 |
2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.0 | 0.0 | 0.0 | -3.0 | 0.3 | -10.8 | -10.1 | 19.8 | 11.3 | -10.9 | 10.2 | 28.9 | -41.9 | -5.8 |
Sharpe Ratio | NA | -0.9 | -0.07 | -0.02 | -0.16 | -0.61 | -0.56 | 1.69 | 0.79 | -0.43 | 0.51 | 1.05 | -1.12 | -0.62 |
Draw Down(%) | NA | 24.6 | 25.2 | 25.2 | 59.9 | 16.9 | 18.9 | 7.4 | 14.0 | 24.5 | 17.2 | 25.3 | 52.1 | 12.0 |
Standard Deviation(%) | NA | 27.0 | 19.1 | 20.5 | 23.5 | 19.7 | 18.2 | 11.7 | 14.4 | 25.4 | 20.0 | 27.4 | 38.2 | 23.4 |
Treynor Ratio | NA | -0.28 | -0.01 | 0.0 | -0.04 | -0.15 | -0.1 | 0.21 | 0.11 | -0.1 | 0.09 | 0.29 | -0.47 | -0.14 |
Alpha | NA | -0.14 | -0.07 | -0.07 | -0.05 | -0.06 | -0.09 | -0.03 | -0.02 | -0.05 | -0.02 | 0.01 | -0.05 | -0.01 |
Beta | NA | 0.88 | 0.9 | 1.01 | 0.97 | 0.82 | 0.99 | 0.96 | 1.05 | 1.07 | 1.09 | 0.98 | 0.92 | 1.07 |
RSquared | NA | 0.28 | 0.39 | 0.61 | 0.86 | 0.43 | 0.42 | 0.82 | 0.86 | 0.97 | 0.96 | 0.95 | 0.97 | 0.83 |
Yield(%) | N/A | 12.7 | 7.9 | 5.6 | N/A | 0.0 | 13.6 | 4.5 | 3.0 | 2.2 | 1.9 | 2.1 | 0.9 | 3.7 |
Dividend Growth(%) | N/A | 246.8 | 323.9 | N/A | N/A | -100.0 | 248.6 | 68.2 | 22.2 | 28.6 | 16.7 | 33.3 | -76.3 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 07/12/2007
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