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LTAIX: AllianceBern 2000 Retirement Strat I (MUTUAL FUND)
Basic Info
Asset Class: | Target Date 2000-2010 |
MyPlanIQ Rating: | Not Rated |
Start Date: | 09/07/2005 |
Last Dividend Date: | 12/15/2014 |
12-Mo. Yield | 9.88% |
Expenses | 0.52% |
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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 09/07/2005 |
2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.0 | 0.0 | 0.0 | -2.4 | 1.3 | 2.8 | -10.7 | -7.5 | 3.7 | 3.7 | -1.7 | 6.8 | 20.2 | -29.2 | 0.7 | 8.2 | 2.7 |
Sharpe Ratio | NA | -1.07 | -0.45 | -0.26 | -0.17 | -0.17 | -0.87 | -0.64 | 0.73 | 0.6 | -0.21 | 0.76 | 1.4 | -1.52 | -0.22 | 0.62 | 1.06 |
Draw Down(%) | NA | 21.4 | 21.7 | 21.7 | 43.0 | 43.0 | 14.1 | 12.7 | 5.1 | 4.7 | 7.6 | 6.2 | 14.4 | 34.3 | 9.1 | 6.9 | 3.2 |
Standard Deviation(%) | NA | 19.2 | 12.6 | 11.4 | 12.6 | 11.4 | 13.6 | 11.8 | 5.1 | 6.1 | 8.0 | 8.8 | 14.3 | 19.7 | 10.6 | 8.0 | 5.8 |
Treynor Ratio | NA | -0.19 | -0.06 | -0.03 | -0.02 | -0.02 | -0.13 | -0.06 | 0.04 | 0.04 | -0.02 | 0.08 | 0.21 | -0.33 | -0.02 | 0.05 | 0.0 |
Alpha | NA | -0.1 | -0.05 | -0.04 | -0.03 | -0.02 | -0.05 | -0.06 | -0.02 | -0.02 | -0.02 | -0.01 | 0.01 | -0.05 | -0.03 | -0.01 | NA |
Beta | NA | 1.11 | 0.99 | 0.84 | 0.92 | 0.91 | 0.88 | 1.22 | 0.89 | 0.91 | 0.72 | 0.88 | 0.97 | 0.9 | 1.03 | 1.05 | NA |
RSquared | NA | 0.09 | 0.14 | 0.24 | 0.56 | 0.65 | 0.11 | 0.18 | 0.74 | 0.65 | 0.83 | 0.78 | 0.93 | 0.92 | 0.69 | 0.32 | 0.0 |
Yield(%) | N/A | 9.9 | 5.4 | 4.5 | 4.0 | N/A | 0.0 | 10.3 | 2.4 | 3.6 | 2.8 | 3.6 | 3.0 | 3.9 | 5.2 | 4.2 | 0.0 |
Dividend Growth(%) | N/A | 350.6 | 93.3 | 35.3 | N/A | N/A | -100.0 | 344.0 | -30.6 | 24.1 | -17.1 | 45.8 | -45.5 | -24.1 | 31.8 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 09/07/2005
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