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BAPBX: LifePath Active Retirement Port Cl A (MUTUAL FUND)
Basic Info
Asset Class: | Target Date 2011-2015 |
MyPlanIQ Rating: | Not Rated |
Start Date: | 05/09/2007 |
Last Dividend Date: | 08/05/2020 |
12-Mo. Yield | 21.13% |
Expenses | 0.57% |
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Performance Analytics (As of 10/02/2020)
Not up-to-date? TryLast 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 05/09/2007 |
2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.0 | 5.7 | 5.0 | 5.9 | 6.1 | 4.7 | 2.1 | 16.7 | -4.7 | 9.1 | 8.1 | -2.2 | 4.7 | 10.3 | 12.3 | 0.0 | 12.4 | 26.8 | -26.6 | 4.1 |
Sharpe Ratio | NA | 0.34 | 0.45 | 0.69 | 0.73 | 0.41 | 0.17 | 3.24 | -0.95 | 2.34 | 1.29 | -0.38 | 1.02 | 1.9 | 1.39 | 0.0 | 1.11 | 1.79 | -1.48 | 0.28 |
Draw Down(%) | NA | 18.4 | 18.4 | 18.4 | 18.4 | 37.3 | 18.4 | 2.0 | 8.6 | 1.7 | 4.3 | 7.3 | 3.7 | 5.0 | 6.4 | 12.3 | 8.1 | 15.5 | 31.6 | 9.4 |
Standard Deviation(%) | NA | 13.6 | 9.1 | 7.8 | 7.9 | 10.2 | 15.7 | 4.7 | 6.4 | 3.6 | 6.1 | 5.9 | 4.6 | 5.4 | 8.9 | 11.8 | 11.1 | 14.9 | 18.6 | 12.8 |
Treynor Ratio | NA | 0.11 | 0.1 | 0.14 | 0.11 | 0.07 | 0.05 | 0.33 | -0.15 | 0.43 | 0.18 | -0.06 | 0.11 | 0.15 | 0.16 | 0.0 | 0.18 | 0.39 | -0.54 | 0.04 |
Alpha | NA | 0.02 | 0.02 | 0.02 | 0.02 | 0.01 | 0.0 | 0.04 | -0.01 | 0.03 | 0.03 | 0.0 | 0.01 | 0.01 | 0.02 | 0.0 | 0.02 | 0.05 | -0.06 | 0.03 |
Beta | NA | 0.43 | 0.42 | 0.4 | 0.55 | 0.58 | 0.5 | 0.46 | 0.42 | 0.2 | 0.44 | 0.39 | 0.42 | 0.7 | 0.79 | 0.74 | 0.7 | 0.69 | 0.51 | 0.81 |
RSquared | NA | 0.15 | 0.2 | 0.2 | 0.36 | 0.45 | 0.17 | 0.35 | 0.33 | 0.1 | 0.31 | 0.39 | 0.31 | 0.7 | 0.45 | 0.68 | 0.48 | 0.61 | 0.47 | 0.58 |
Yield(%) | N/A | 21.1 | 10.3 | 8.3 | 7.3 | N/A | 17.8 | 3.7 | 8.1 | 2.0 | 2.1 | 6.5 | 8.7 | 7.4 | 4.2 | 6.0 | 2.0 | 2.3 | 1.9 | 1.4 |
Dividend Growth(%) | N/A | 157.6 | 81.5 | 43.4 | N/A | N/A | 452.9 | -60.5 | 330.0 | 0.0 | -70.1 | -28.7 | 20.5 | 95.0 | -34.4 | 238.9 | 5.9 | -15.0 | 42.9 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 05/09/2007
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