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TDN: DB-X 2030 TARGET DATE FUND DB-X 2030 TARGET DATE SHARES (ETF)
Basic Info
| Asset Class: | Target Date 2026-2030 |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 10/19/2007 |
| Last Dividend Date: | 12/19/2014 |
| 12-Mo. Yield | 2.13% |
| Expenses | 0.65% |
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Performance Analytics (As of 05/18/2015)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | Since 10/19/2007 |
2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 1.1 | 9.5 | 17.5 | 12.6 | 4.4 | 1.7 | 10.4 | 29.7 | 11.1 | 2.8 | 6.6 | 6.1 | -24.8 | -2.1 |
| Sharpe Ratio | NA | 0.29 | 0.58 | 0.44 | 0.14 | 0.21 | 0.29 | 1.0 | 0.49 | 0.1 | 0.32 | 0.17 | -0.6 | -0.66 |
| Draw Down(%) | NA | 26.9 | 26.9 | 26.9 | 53.0 | 4.7 | 26.9 | 11.2 | 8.7 | 14.9 | 14.7 | 33.1 | 43.2 | 8.4 |
| Standard Deviation(%) | NA | 33.2 | 30.4 | 28.4 | 30.6 | 21.5 | 35.5 | 29.8 | 22.9 | 27.5 | 20.4 | 34.1 | 42.9 | 19.1 |
| Treynor Ratio | NA | 0.19 | 0.31 | 0.19 | 0.06 | 0.07 | 0.42 | 0.39 | 0.17 | 0.04 | 0.08 | 0.08 | -0.31 | -0.14 |
| Alpha | NA | 0.01 | 0.02 | 0.0 | 0.01 | -0.01 | 0.06 | 0.06 | 0.02 | 0.02 | -0.01 | -0.03 | 0.03 | -0.02 |
| Beta | NA | 0.51 | 0.57 | 0.66 | 0.75 | 0.65 | 0.25 | 0.75 | 0.65 | 0.67 | 0.77 | 0.72 | 0.82 | 0.92 |
| RSquared | NA | 0.02 | 0.03 | 0.09 | 0.22 | 0.07 | 0.0 | 0.05 | 0.09 | 0.22 | 0.34 | 0.25 | 0.43 | 0.77 |
| Yield(%) | N/A | 2.1 | 2.8 | 2.7 | N/A | 0.0 | 2.2 | 2.3 | 2.6 | 2.4 | 2.1 | 2.0 | 1.6 | 0.4 |
| Dividend Growth(%) | N/A | 16.2 | 34.1 | N/A | N/A | -100.0 | 16.2 | 0.4 | 7.3 | 17.9 | 23.0 | -17.0 | 348.3 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 10/19/2007
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View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See Target Date 2026-2030 Asset Class Trend Rankings |
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