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BAAZX: Banc of America Retirement 2005 Z (MUTUAL FUND)
Basic Info
Asset Class: | Target Date 2000-2010 |
MyPlanIQ Rating: | Not Rated |
Start Date: | 06/20/2006 |
Last Dividend Date: | 12/23/2009 |
12-Mo. Yield | 2.98% |
Expenses | - |
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Performance Analytics (As of 12/10/2010)
Not up-to-date? TryLast 1 Week* | 1 Yr | 3 Yr | Since 06/20/2006 |
2010 | 2009 | 2008 | 2007 | 2006 | |
---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.0 | 6.6 | -1.5 | 5.9 | 5.9 | 22.2 | -24.9 | 7.6 | 23.5 |
Sharpe Ratio | NA | 0.71 | -0.12 | 0.32 | 0.65 | 1.51 | -1.21 | 0.48 | 4.28 |
Draw Down(%) | NA | 8.0 | 36.1 | 37.0 | 8.0 | 15.4 | 34.1 | 6.1 | 3.8 |
Standard Deviation(%) | NA | 9.2 | 16.0 | 14.2 | 9.4 | 14.6 | 21.2 | 9.6 | 10.6 |
Treynor Ratio | NA | 0.07 | -0.02 | 0.04 | 0.06 | 0.22 | -0.26 | 0.04 | 0.26 |
Alpha | NA | -0.02 | -0.02 | 0.0 | -0.01 | 0.01 | -0.02 | 0.0 | 0.03 |
Beta | NA | 0.97 | 1.01 | 1.03 | 0.97 | 1.0 | 1.01 | 1.11 | 1.74 |
RSquared | NA | 0.86 | 0.97 | 0.95 | 0.86 | 0.96 | 0.99 | 0.97 | 0.87 |
Yield(%) | N/A | 3.0 | 3.0 | N/A | 0.0 | 3.6 | 3.8 | 3.3 | 6.4 |
Dividend Growth(%) | N/A | -31.8 | N/A | N/A | -100.0 | -31.1 | 18.4 | -39.7 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/20/2006
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