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LTKAX: AllianceBern 2035 Retirement Strat A (MUTUAL FUND)
Basic Info
Asset Class: | Target Date 2031-2035 |
MyPlanIQ Rating: | Not Rated |
Start Date: | 01/27/2006 |
Last Dividend Date: | 12/16/2014 |
12-Mo. Yield | 2.83% |
Expenses | 1.06% |
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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 | -7.5 | -0.5 | -29.8 | 0.7 | 19.9 | 12.3 | -8.7 | 11.0 | 30.0 | -44.7 | 3.0 | 9.0 |
Sharpe Ratio | NA | -0.53 | -0.08 | -0.02 | -0.13 | -0.79 | 0.06 | 1.84 | 0.92 | -0.39 | 0.57 | 1.09 | -1.15 | 0.0 | 0.53 |
Draw Down(%) | NA | 34.5 | 34.5 | 34.5 | 61.4 | 34.5 | 9.2 | 7.5 | 13.2 | 22.3 | 16.4 | 25.5 | 52.4 | 11.4 | 12.7 |
Standard Deviation(%) | NA | 63.2 | 56.8 | 149.0 | 25.5 | 40.9 | 10.5 | 10.8 | 13.4 | 22.6 | 19.1 | 27.5 | 39.6 | 18.0 | 12.2 |
Treynor Ratio | NA | -0.32 | -0.04 | -0.02 | -0.03 | -0.31 | 0.01 | 0.18 | 0.11 | -0.08 | 0.1 | 0.28 | -0.43 | 0.0 | 0.05 |
Alpha | NA | -0.2 | -0.1 | -0.1 | -0.04 | -0.13 | -0.03 | -0.02 | -0.02 | -0.03 | -0.02 | 0.0 | -0.05 | -0.02 | -0.02 |
Beta | NA | 1.05 | 1.08 | 1.08 | 1.09 | 1.04 | 1.1 | 1.08 | 1.13 | 1.05 | 1.09 | 1.08 | 1.07 | 1.19 | 1.25 |
RSquared | NA | 0.07 | 0.08 | 0.1 | 0.72 | 0.12 | 0.9 | 0.93 | 0.95 | 0.99 | 0.92 | 0.97 | 0.97 | 0.92 | 0.93 |
Yield(%) | N/A | 2.8 | 2.5 | 2.1 | N/A | 0.0 | 3.0 | 2.7 | 1.1 | 1.3 | 1.6 | 1.4 | 3.2 | 2.6 | 1.9 |
Dividend Growth(%) | N/A | 33.2 | 92.0 | N/A | N/A | -100.0 | 32.1 | 180.0 | -23.1 | -13.3 | 50.0 | -75.0 | 25.0 | 52.4 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 01/27/2006
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