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LTAAX: AllianceBern 2000 Retirement Strat A (MUTUAL FUND)
Basic Info
Asset Class: | Target Date 2000-2010 |
MyPlanIQ Rating: | Not Rated |
Start Date: | 09/06/2005 |
Last Dividend Date: | 12/15/2014 |
12-Mo. Yield | 8.54% |
Expenses | 0.86% |
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Performance Analytics (As of 07/31/2020)
Not up-to-date? TryLast 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 12/16/2008 |
2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.0 | 0.0 | 0.0 | -1.9 | 1.4 | 5.7 | -8.4 | -6.4 | 4.3 | 5.0 | -1.6 | 7.2 | 20.3 | -28.9 | 1.1 | 9.6 | 2.6 |
Sharpe Ratio | NA | -1.17 | -0.4 | -0.19 | -0.12 | -0.11 | -0.92 | -0.62 | 0.87 | 0.92 | -0.21 | 0.83 | 1.42 | -1.51 | -0.19 | 0.87 | 1.03 |
Draw Down(%) | NA | 17.6 | 18.1 | 18.1 | 42.6 | 42.6 | 11.2 | 11.5 | 5.2 | 4.8 | 7.5 | 6.1 | 14.5 | 34.4 | 8.6 | 6.9 | 3.2 |
Standard Deviation(%) | NA | 14.9 | 9.8 | 9.1 | 11.3 | 10.7 | 10.1 | 10.3 | 4.9 | 5.4 | 7.8 | 8.6 | 14.2 | 19.7 | 10.4 | 7.3 | 5.6 |
Treynor Ratio | NA | -0.16 | -0.04 | -0.02 | -0.01 | -0.01 | -0.11 | -0.05 | 0.05 | 0.06 | -0.02 | 0.08 | 0.21 | -0.33 | -0.02 | 0.06 | 0.0 |
Alpha | NA | -0.08 | -0.04 | -0.03 | -0.03 | -0.02 | -0.04 | -0.05 | -0.01 | -0.01 | -0.02 | -0.01 | 0.01 | -0.05 | -0.03 | -0.01 | NA |
Beta | NA | 1.06 | 0.98 | 0.83 | 0.92 | 0.91 | 0.86 | 1.19 | 0.91 | 0.89 | 0.72 | 0.88 | 0.97 | 0.9 | 1.03 | 1.03 | NA |
RSquared | NA | 0.13 | 0.22 | 0.35 | 0.68 | 0.73 | 0.19 | 0.22 | 0.84 | 0.79 | 0.85 | 0.82 | 0.94 | 0.93 | 0.72 | 0.37 | 0.0 |
Yield(%) | N/A | 8.5 | 4.2 | 3.6 | 2.5 | N/A | 0.0 | 8.9 | 1.6 | 2.1 | 2.5 | 3.1 | 2.5 | 3.4 | 0.0 | 0.0 | 0.0 |
Dividend Growth(%) | N/A | 501.2 | 79.3 | N/A | N/A | N/A | -100.0 | 488.2 | -22.7 | -15.4 | -16.1 | 55.0 | -48.7 | N/A | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/16/2008
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