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TAIBX: Target Intermediate-Term Bond T (MUTUAL FUND)
Basic Info 8.79 0.08(0.92%) March 22
| Asset Class: | Intermediate-Term Bond |
| MyPlanIQ Rating: | (98%) |
| Start Date: | 06/20/1996 |
| Last Dividend Date: | 02/28/2023 |
| 12-Mo. Yield | 2.83% |
| Expenses | 0.66% |
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Performance Analytics (As of 03/17/2023)
Not up-to-date? Try| Last 1 Week* | YTD*(2023) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Inception** | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AR(%) | 0.3 | 3.5 | -2.2 | 0.5 | 1.9 | 1.3 | 3.6 | 4.5 | -12.2 | -1.3 | 8.2 | 9.1 | -0.5 | 3.8 | 3.2 | -0.3 | 1.9 | -2.3 | 7.4 | 5.8 | 7.6 | 17.7 | 6.9 | 7.6 | 3.6 | 1.2 | 3.2 | 3.4 | 5.5 | 7.6 | 10.1 | 1.4 | 6.7 | 8.0 | 1.5 | 9.9 | -6.8 | 2.6 |
| SR | NA | 1.44 | -0.67 | -0.23 | 0.14 | 0.16 | NA | 0.56 | -1.76 | -0.35 | 1.52 | 2.23 | -0.59 | 1.1 | 0.89 | -0.08 | 0.92 | -0.74 | 0.84 | 1.7 | 2.07 | 2.59 | 0.87 | 1.19 | 0.1 | -0.35 | 0.55 | 0.67 | 1.08 | 1.41 | 1.98 | -0.56 | 0.75 | 1.49 | -0.44 | 1.7 | -3.12 | 0.24 |
| DD(%) | NA | 4.0 | 12.0 | 17.5 | 17.5 | 17.5 | NA | 17.5 | 16.7 | 3.9 | 8.5 | 2.1 | 3.2 | 1.5 | 4.4 | 3.2 | 1.2 | 5.6 | 6.2 | 2.8 | 3.6 | 2.3 | 3.5 | 2.1 | 1.4 | 2.1 | 3.4 | 4.8 | 2.6 | 3.4 | 2.0 | 2.5 | 2.3 | 2.0 | 5.6 | 1.8 | 7.3 | 1.8 |
| SD(%) | NA | 8.4 | 8.2 | 6.0 | 5.2 | 4.4 | NA | 4.4 | 7.8 | 3.8 | 5.2 | 3.5 | 3.1 | 2.9 | 3.4 | 4.1 | 2.0 | 3.2 | 8.9 | 3.4 | 3.6 | 6.8 | 6.8 | 3.9 | 2.9 | 2.6 | 4.1 | 4.1 | 4.1 | 3.8 | 3.1 | 3.3 | 4.5 | 3.0 | 4.6 | 3.6 | 3.1 | 2.3 |
| TR | NA | 0.12 | -0.06 | -0.02 | 0.01 | 0.01 | NA | 0.04 | -0.16 | -0.01 | 0.09 | 0.08 | -0.02 | 0.03 | 0.04 | 0.0 | 0.03 | -0.03 | 0.09 | 0.1 | 0.12 | 0.35 | 0.1 | 0.08 | 0.0 | -0.02 | 0.04 | 0.04 | 0.07 | 0.11 | 0.15 | -0.04 | 0.08 | 0.09 | -0.03 | 0.12 | -0.2 | 0.01 |
| Alpha(%) | NA | 0.01 | 0.0 | -0.01 | 0.0 | 0.0 | NA | 0.0 | -0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | -0.01 | -0.01 | -0.01 | 0.0 | 0.01 | 0.0 | 0.03 | 0.04 | 0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.01 | 0.01 | 0.0 | 0.0 | 0.01 | -0.01 | -0.01 | -0.03 | 0.0 |
| Beta(%) | NA | 0.99 | 0.9 | 0.88 | 0.9 | 0.87 | NA | 0.64 | 0.87 | 0.9 | 0.9 | 0.96 | 0.95 | 0.93 | 0.8 | 0.88 | 0.57 | 0.74 | 0.86 | 0.6 | 0.64 | 0.5 | 0.59 | 0.6 | 0.62 | 0.57 | 0.54 | 0.69 | 0.59 | 0.47 | 0.41 | 0.47 | 0.45 | 0.52 | 0.61 | 0.53 | 0.48 | 0.4 |
| RS | NA | 0.96 | 0.94 | 0.89 | 0.88 | 0.84 | NA | 0.53 | 0.94 | 0.83 | 0.8 | 0.84 | 0.68 | 0.81 | 0.73 | 0.83 | 0.69 | 0.75 | 0.09 | 0.76 | 0.83 | 0.26 | 0.47 | 0.51 | 0.6 | 0.65 | 0.4 | 0.74 | 0.6 | 0.57 | 0.41 | 0.54 | 0.3 | 0.58 | 0.67 | 0.6 | 0.7 | 0.04 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/20/1996
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