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LTHAX: AllianceBern 2020 Retirement Strat A (MUTUAL FUND)
Basic Info
Asset Class: | Target Date 2016-2020 |
MyPlanIQ Rating: | Not Rated |
Start Date: | 01/27/2006 |
Last Dividend Date: | 12/15/2014 |
12-Mo. Yield | 3.32% |
Expenses | 1.02% |
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Performance Analytics (As of 07/31/2020)
Not up-to-date? TryLast 1 Week* | 1 Yr | 3 Yr | 5 Yr | Since 01/27/2006 |
2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.0 | 0.0 | 0.0 | -0.7 | 3.1 | -1.6 | -0.3 | 12.3 | 9.0 | -6.2 | 10.1 | 29.6 | -42.3 | 1.6 | 8.8 |
Sharpe Ratio | NA | -0.64 | 0.37 | 0.23 | -0.03 | -0.18 | -0.04 | 1.37 | 0.86 | -0.39 | 0.65 | 1.24 | -1.3 | -0.09 | 0.61 |
Draw Down(%) | NA | 11.6 | 12.6 | 16.7 | 58.4 | 11.2 | 9.3 | 7.3 | 10.2 | 16.7 | 12.7 | 23.2 | 48.8 | 10.9 | 10.5 |
Standard Deviation(%) | NA | 11.0 | 9.4 | 11.3 | 17.1 | 9.9 | 8.9 | 9.0 | 10.4 | 16.1 | 15.4 | 23.7 | 33.1 | 15.5 | 10.2 |
Treynor Ratio | NA | -0.06 | 0.03 | 0.02 | 0.0 | -0.02 | 0.0 | 0.1 | 0.07 | -0.06 | 0.08 | 0.24 | -0.38 | -0.01 | 0.05 |
Alpha | NA | -0.03 | -0.03 | -0.03 | -0.03 | -0.01 | -0.03 | -0.02 | -0.02 | -0.03 | -0.02 | 0.0 | -0.07 | -0.03 | -0.02 |
Beta | NA | 1.18 | 1.18 | 1.12 | 1.17 | 1.13 | 1.25 | 1.18 | 1.21 | 1.04 | 1.19 | 1.22 | 1.15 | 1.28 | 1.23 |
RSquared | NA | 0.8 | 0.84 | 0.9 | 0.91 | 0.9 | 0.81 | 0.87 | 0.92 | 0.96 | 0.9 | 0.96 | 0.95 | 0.88 | 0.45 |
Yield(%) | N/A | 3.3 | 3.0 | 2.8 | N/A | 0.0 | 3.5 | 3.1 | 2.1 | 2.1 | 2.7 | 2.3 | 4.2 | 3.3 | 2.2 |
Dividend Growth(%) | N/A | 25.7 | 47.8 | N/A | N/A | -100.0 | 25.0 | 60.0 | -4.8 | -16.0 | 56.2 | -68.0 | 25.0 | 66.7 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 01/27/2006
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