Find A Portfolio/Ticker
Comparison Box
ARTDX: ALLIANZ GLOBAL INVESTORS SOLUTIONS RETIREMENT INCOME FUND D (MUTUAL FUND)
Basic Info
| Asset Class: | Retirement Income |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 01/02/2009 |
| Last Dividend Date: | 09/17/2015 |
| 12-Mo. Yield | 5.96% |
| Expenses | 1.05% |
| Sign up to get fund ranking change alerts | |
Performance Analytics (As of 07/31/2020)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | Since 01/02/2009 |
2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.0 | 0.0 | 0.0 | -0.5 | 6.6 | -3.5 | -3.6 | 0.5 | 5.4 | -1.7 | 6.0 | 14.8 |
| Sharpe Ratio | NA | -1.3 | -0.5 | -0.2 | 0.43 | -0.85 | -0.66 | 0.1 | 1.32 | -0.23 | 1.09 | 2.18 |
| Draw Down(%) | NA | 11.1 | 12.2 | 12.2 | 12.2 | 7.8 | 6.9 | 6.8 | 2.6 | 8.4 | 4.4 | 6.1 |
| Standard Deviation(%) | NA | 6.4 | 5.0 | 5.5 | 5.6 | 4.7 | 5.4 | 4.2 | 4.1 | 7.4 | 5.4 | 6.8 |
| Treynor Ratio | NA | -0.08 | -0.03 | -0.01 | 0.03 | -0.04 | -0.04 | 0.0 | 0.06 | -0.02 | 0.07 | 0.24 |
| Alpha | NA | -0.04 | -0.03 | -0.03 | -0.01 | -0.01 | -0.03 | -0.02 | -0.01 | -0.03 | -0.01 | 0.02 |
| Beta | NA | 0.99 | 0.96 | 1.02 | 0.84 | 1.0 | 0.86 | 0.99 | 0.85 | 1.12 | 0.83 | 0.61 |
| RSquared | NA | 0.42 | 0.53 | 0.63 | 0.62 | 0.83 | 0.26 | 0.82 | 0.57 | 0.82 | 0.66 | 0.58 |
| Yield(%) | N/A | 6.0 | 3.9 | 4.1 | N/A | 1.9 | 5.8 | 2.1 | 4.0 | 4.5 | 4.1 | 6.1 |
| Dividend Growth(%) | N/A | 261.8 | -7.2 | N/A | N/A | -67.9 | 172.9 | -44.9 | -10.9 | 16.0 | -22.8 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 01/02/2009
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 Retirement Income Asset Class Trend Rankings |
Top Rated Funds in Retirement Income
Best Mutual Funds
- ARTAX (ONE CHOICE IN RETIREMENT PORTFOLIO A CLASS) (100%)
- ARTOX (ONE CHOICE IN RETIREMENT PORTFOLIO INVESTOR CLASS) (99%)
- FFFAX (FIDELITY FREEDOM INCOME FUND FIDELITY FREEDOM INCOME FUND) (98%)
- VTINX (VANGUARD TARGET RETIREMENT INCOME FUND INVESTOR SHARES) (97%)
- MLLIX (MFS LIFETIME INCOME FUND I) (96%)
- ATTIX (ONE CHOICE IN RETIREMENT PORTFOLIO I CLASS) (93%)
- STLAX (BLACKROCK LIFEPATH DYNAMIC RETIREMENT FUND INSTITUTIONAL SHARES) (92%)
- TRRIX (T. ROWE PRICE RETIREMENT BALANCED FUND T. ROWE PRICE RETIREMENT BALANCED FUND) (91%)
- ISWIX (VOYA SOLUTION INCOME PORTFOLIO CLASS I) (90%)
- MDRSX (MASSMUTUAL RETIRESMART IN RETIREMENT FUND SERVICE CLASS) (88%)
Latest Articles Related to ARTDX
Register for FREE
No Credit Card Required
Or Start FREE 30-day trial now >>
Or Start FREE 30-day trial now >>
