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AACNX: AARP Conservative (MUTUAL FUND)
Basic Info
Asset Class: | Conservative Allocation |
MyPlanIQ Rating: | Not Rated |
Start Date: | 03/27/2007 |
Last Dividend Date: | 06/29/2010 |
12-Mo. Yield | - |
Expenses | - |
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Performance Analytics (As of 11/09/2010)
Not up-to-date? TryLast 1 Week* | 1 Yr | 3 Yr | Since 03/27/2007 |
2010 | 2009 | 2008 | 2007 | |
---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.0 | -4.2 | 0.0 | 0.5 | -4.6 | 12.6 | -7.9 | 3.0 |
Sharpe Ratio | NA | -0.35 | -0.04 | -0.04 | -0.45 | 1.54 | -0.95 | 0.26 |
Draw Down(%) | NA | 9.8 | 16.4 | 16.4 | 9.8 | 9.4 | 15.7 | 2.7 |
Standard Deviation(%) | NA | 12.4 | 10.4 | 9.1 | 12.1 | 8.1 | 9.3 | 4.1 |
Treynor Ratio | NA | -0.06 | -0.01 | -0.01 | -0.08 | 0.15 | -0.13 | 0.02 |
Alpha | NA | -0.05 | -0.02 | -0.01 | -0.05 | 0.0 | -0.01 | 0.0 |
Beta | NA | 0.69 | 0.71 | 0.7 | 0.69 | 0.84 | 0.65 | 0.59 |
RSquared | NA | 0.11 | 0.49 | 0.53 | 0.12 | 0.88 | 0.89 | 0.72 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 03/27/2007
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See Conservative Allocation Asset Class Trend Rankings |
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Best Closed End Funds
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