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BIPBX: LifePath Active Retirement Port Cl K (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 | 21.35% |
Expenses | 0.22% |
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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 | 6.1 | 5.4 | 6.2 | 6.5 | 5.1 | 2.5 | 17.0 | -4.5 | 8.9 | 8.8 | -1.9 | 5.1 | 10.8 | 12.8 | 0.5 | 12.7 | 27.1 | -26.3 | 4.6 |
Sharpe Ratio | NA | 0.37 | 0.49 | 0.73 | 0.77 | 0.44 | 0.2 | 3.28 | -0.9 | 2.16 | 1.36 | -0.32 | 1.09 | 2.01 | 1.39 | 0.04 | 1.12 | 1.81 | -1.45 | 0.35 |
Draw Down(%) | NA | 18.5 | 18.5 | 18.5 | 18.5 | 37.0 | 18.5 | 2.0 | 8.5 | 2.2 | 4.3 | 7.1 | 3.7 | 4.9 | 6.3 | 12.1 | 8.0 | 15.5 | 31.5 | 9.5 |
Standard Deviation(%) | NA | 13.6 | 9.1 | 7.9 | 8.0 | 10.3 | 15.7 | 4.8 | 6.4 | 3.9 | 6.3 | 5.9 | 4.6 | 5.3 | 9.2 | 11.8 | 11.3 | 14.9 | 18.7 | 12.7 |
Treynor Ratio | NA | 0.12 | 0.11 | 0.14 | 0.11 | 0.08 | 0.06 | 0.35 | -0.14 | 0.43 | 0.19 | -0.05 | 0.12 | 0.16 | 0.17 | 0.01 | 0.18 | 0.4 | -0.53 | 0.06 |
Alpha | NA | 0.02 | 0.02 | 0.02 | 0.02 | 0.02 | 0.01 | 0.04 | 0.0 | 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 | 0.39 | 0.54 | 0.58 | 0.49 | 0.45 | 0.41 | 0.19 | 0.45 | 0.4 | 0.43 | 0.69 | 0.77 | 0.74 | 0.71 | 0.68 | 0.51 | 0.81 |
RSquared | NA | 0.15 | 0.19 | 0.2 | 0.35 | 0.44 | 0.17 | 0.33 | 0.32 | 0.09 | 0.29 | 0.39 | 0.31 | 0.7 | 0.4 | 0.68 | 0.48 | 0.6 | 0.47 | 0.58 |
Yield(%) | N/A | 21.4 | 10.6 | 8.6 | 7.6 | N/A | 18.0 | 3.9 | 8.4 | 2.4 | 2.6 | 6.9 | 9.1 | 7.6 | 4.5 | 6.3 | 2.3 | 2.5 | 2.1 | 1.5 |
Dividend Growth(%) | N/A | 151.8 | 76.3 | 41.4 | N/A | N/A | 430.6 | -60.0 | 275.0 | 0.0 | -66.7 | -26.5 | 21.0 | 84.1 | -32.3 | 209.5 | 10.5 | -13.6 | 46.7 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 05/09/2007
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