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BFEZX: Banc of America Retirement 2025 Z (MUTUAL FUND)
Basic Info
Asset Class: | Target Date 2021-2025 |
MyPlanIQ Rating: | Not Rated |
Start Date: | 06/20/2006 |
Last Dividend Date: | 04/30/2010 |
12-Mo. Yield | 3.07% |
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 | 9.9 | -4.0 | 3.4 | 8.5 | 25.4 | -33.3 | 9.1 | 17.1 |
Sharpe Ratio | NA | 0.69 | -0.19 | 0.1 | 0.62 | 1.18 | -1.1 | 0.46 | 2.79 |
Draw Down(%) | NA | 11.6 | 47.3 | 48.2 | 11.6 | 21.4 | 43.6 | 8.2 | 4.7 |
Standard Deviation(%) | NA | 14.1 | 23.6 | 20.5 | 14.4 | 21.5 | 31.1 | 13.1 | 11.1 |
Treynor Ratio | NA | 0.1 | -0.04 | 0.02 | 0.09 | 0.25 | -0.34 | 0.06 | 0.24 |
Alpha | NA | -0.02 | -0.03 | -0.01 | -0.01 | 0.0 | -0.02 | 0.01 | -0.01 |
Beta | NA | 0.96 | 0.99 | 1.0 | 0.96 | 1.0 | 0.99 | 1.03 | 1.29 |
RSquared | NA | 0.89 | 0.97 | 0.97 | 0.89 | 0.97 | 0.99 | 0.98 | 0.9 |
Yield(%) | N/A | 3.1 | 6.9 | N/A | 0.7 | 2.9 | 2.8 | 18.5 | 1.6 |
Dividend Growth(%) | N/A | -13.3 | N/A | N/A | -68.4 | -32.1 | -86.5 | 1200.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/20/2006
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