Find A Portfolio/Ticker
Comparison Box
BFBZX: Banc of America Retirement 2010 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 | 2.48% |
Expenses | - |
Sign up to get fund ranking change alerts |
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 | 7.5 | -2.0 | 5.7 | 6.5 | 23.4 | -27.2 | 8.1 | 24.0 |
Sharpe Ratio | NA | 0.65 | -0.13 | 0.27 | 0.58 | 1.37 | -1.13 | 0.48 | 4.03 |
Draw Down(%) | NA | 9.8 | 39.8 | 40.7 | 9.8 | 17.8 | 37.3 | 7.0 | 4.1 |
Standard Deviation(%) | NA | 11.4 | 18.7 | 16.5 | 11.6 | 17.0 | 24.7 | 10.5 | 11.5 |
Treynor Ratio | NA | 0.06 | -0.02 | 0.04 | 0.06 | 0.2 | -0.24 | 0.04 | 0.25 |
Alpha | NA | -0.02 | -0.03 | 0.0 | -0.02 | 0.0 | -0.02 | 0.0 | 0.02 |
Beta | NA | 1.2 | 1.18 | 1.2 | 1.2 | 1.17 | 1.17 | 1.22 | 1.89 |
RSquared | NA | 0.86 | 0.97 | 0.95 | 0.86 | 0.97 | 0.99 | 0.97 | 0.87 |
Yield(%) | N/A | 2.5 | 2.4 | N/A | 0.0 | 3.0 | 2.7 | 3.0 | 6.1 |
Dividend Growth(%) | N/A | -20.4 | N/A | N/A | -100.0 | -20.4 | -6.1 | -41.9 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/20/2006
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 Target Date 2000-2010 Asset Class Trend Rankings |
Top Rated Funds in Target Date 2000-2010
Best Mutual Funds
- TRRFX (T. ROWE PRICE RETIREMENT 2005 FUND T. ROWE PRICE RETIREMENT 2005 FUND) (100%)
- TRRAX (T. ROWE PRICE RETIREMENT 2010 FUND T. ROWE PRICE RETIREMENT 2010 FUND) (97%)
- SWBRX (SCHWAB TARGET 2010 FUND SCHWAB TARGET 2010 FUND) (95%)
- FFFCX (FIDELITY FREEDOM 2010 FUND FIDELITY FREEDOM 2010 FUND) (92%)
- TCLEX (TIAA-CREF LIFECYCLE 2010 FUND RETIREMENT CLASS) (90%)
- FFFVX (FIDELITY FREEDOM 2005 FUND FIDELITY FREEDOM 2005 FUND) (87%)
- FCIFX (FIDELITY ADVISOR FREEDOM 2010 FUND CLASS I) (85%)
- FFIVX (FIDELITY ADVISOR FREEDOM 2005 FUND CLASS I) (82%)
- JLAHX (RETIREMENT LIVING THROUGH 2010 PORTFOLIO CLASS R5) (79%)
- REATX (AMERICAN FUNDS 2010 TARGET DATE RETIREMENT FUND CLASS R-5) (74%)