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MTYKX: TARGET 2050 SERIES CLASS K (MUTUAL FUND)
Basic Info
Asset Class: | Target Date 2046-2050 |
MyPlanIQ Rating: | Not Rated |
Start Date: | 04/02/2008 |
Last Dividend Date: | 06/22/2020 |
12-Mo. Yield | 0.05% |
Expenses | 1.00% |
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Performance Analytics (As of 01/21/2021)
Not up-to-date? TryLast 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 04/02/2008 |
2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.0 | -14.4 | -0.1 | 7.9 | 6.2 | 5.2 | 0.0 | -12.3 | 28.1 | -7.0 | 24.1 | 4.5 | -5.1 | 5.6 | 25.5 | 16.2 | -7.2 | 14.1 | 32.6 | -31.1 |
Sharpe Ratio | NA | -0.42 | -0.05 | 0.38 | 0.34 | 0.24 | 0.0 | -0.36 | 2.8 | -0.6 | 3.59 | 0.31 | -0.37 | 0.53 | 2.49 | 1.25 | -0.31 | 0.85 | 1.1 | -0.97 |
Draw Down(%) | NA | 28.9 | 28.9 | 28.9 | 28.9 | 49.8 | 0.0 | 28.9 | 4.0 | 16.6 | 2.8 | 9.8 | 14.2 | 10.6 | 6.4 | 10.9 | 22.7 | 14.6 | 29.8 | 43.5 |
Standard Deviation(%) | NA | 34.9 | 22.4 | 18.5 | 16.9 | 20.3 | NA | 34.9 | 9.5 | 13.9 | 6.6 | 13.6 | 13.8 | 10.6 | 10.2 | 13.1 | 23.3 | 16.4 | 29.5 | 41.0 |
Treynor Ratio | NA | -0.19 | -0.01 | 0.09 | 0.07 | 0.06 | NA | -0.16 | 0.37 | -0.11 | 0.28 | 0.04 | -0.06 | 0.06 | 0.29 | 0.17 | -0.07 | 0.16 | 0.31 | -0.47 |
Alpha | NA | -0.11 | -0.04 | -0.02 | -0.02 | -0.01 | 0.0 | -0.1 | 0.02 | -0.02 | 0.02 | -0.03 | -0.03 | -0.02 | -0.01 | 0.0 | -0.04 | 0.0 | 0.02 | -0.02 |
Beta | NA | 0.77 | 0.77 | 0.79 | 0.84 | 0.87 | 0.0 | 0.78 | 0.71 | 0.78 | 0.85 | 0.97 | 0.86 | 0.88 | 0.87 | 0.98 | 0.98 | 0.89 | 1.04 | 0.85 |
RSquared | NA | 0.64 | 0.69 | 0.71 | 0.79 | 0.84 | 0.0 | 0.64 | 0.87 | 0.93 | 0.76 | 0.89 | 0.92 | 0.89 | 0.9 | 0.91 | 0.96 | 0.96 | 0.93 | 0.87 |
Yield(%) | N/A | 0.1 | 3.1 | 4.7 | 6.9 | N/A | 0.0 | 0.1 | 0.8 | 8.8 | 9.0 | 1.0 | 18.5 | 16.7 | 8.0 | 0.9 | 2.6 | 1.0 | 0.0 | 0.0 |
Dividend Growth(%) | N/A | -91.8 | -66.8 | -65.2 | N/A | N/A | -100.0 | -91.8 | -92.3 | 13.1 | 850.0 | -95.9 | -0.3 | 138.7 | 907.8 | -67.6 | 195.7 | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 04/02/2008
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