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BFDZX: Banc of America Retirement 2020 Z (MUTUAL FUND)
Basic Info
Asset Class: | Target Date 2016-2020 |
MyPlanIQ Rating: | Not Rated |
Start Date: | 06/20/2006 |
Last Dividend Date: | 04/30/2010 |
12-Mo. Yield | 2.53% |
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 | -10.2 | -9.0 | 1.2 | -11.3 | 25.1 | -30.7 | 8.9 | 26.1 |
Sharpe Ratio | NA | -0.35 | -0.33 | 0.0 | -0.47 | 1.25 | -1.09 | 0.48 | 3.86 |
Draw Down(%) | NA | 19.1 | 44.3 | 45.3 | 19.1 | 20.0 | 41.2 | 7.9 | 4.9 |
Standard Deviation(%) | NA | 29.9 | 28.4 | 22.3 | 25.4 | 20.0 | 29.0 | 12.2 | 13.3 |
Treynor Ratio | NA | -0.1 | -0.09 | 0.0 | -0.12 | 0.24 | -0.31 | 0.05 | 0.29 |
Alpha | NA | -0.11 | -0.06 | -0.02 | -0.09 | 0.0 | -0.02 | 0.0 | 0.03 |
Beta | NA | 1.06 | 1.04 | 1.05 | 1.04 | 1.03 | 1.03 | 1.08 | 1.74 |
RSquared | NA | 0.23 | 0.66 | 0.77 | 0.31 | 0.97 | 0.99 | 0.99 | 0.87 |
Yield(%) | N/A | 2.5 | 2.8 | N/A | 0.6 | 2.5 | 3.6 | 3.3 | 5.7 |
Dividend Growth(%) | N/A | -41.9 | N/A | N/A | -70.0 | -54.5 | 12.8 | -29.1 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/20/2006
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