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TDX: Deutsche X-trackers In Target Date (ETF)
Basic Info
| Asset Class: | Conservative Allocation |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 10/19/2007 |
| Last Dividend Date: | 12/19/2014 |
| 12-Mo. Yield | 3.29% |
| 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(%) | 0.5 | 2.9 | 6.9 | 4.2 | 3.4 | 78.0 | -42.6 | 21.0 | -4.9 | 5.4 | 1.4 | 5.0 | -3.3 | 0.8 |
| Sharpe Ratio | NA | 0.01 | 0.06 | 0.04 | 0.04 | 1.26 | -0.42 | 0.58 | -0.26 | 0.39 | 0.14 | 0.29 | -0.19 | 0.38 |
| Draw Down(%) | NA | 49.3 | 49.3 | 49.3 | 49.3 | 45.6 | 49.3 | 10.2 | 18.1 | 7.9 | 4.1 | 5.4 | 14.6 | 1.6 |
| Standard Deviation(%) | NA | 205.4 | 121.3 | 94.1 | 77.2 | 293.8 | 102.2 | 36.1 | 19.0 | 13.7 | 9.1 | 16.9 | 22.3 | 4.9 |
| Treynor Ratio | NA | -0.03 | -0.21 | 2.37 | 0.42 | -1.35 | -0.39 | -2.29 | -0.43 | 0.15 | 0.05 | -10.76 | -0.33 | 0.15 |
| Alpha | NA | 0.89 | 0.34 | 0.2 | 0.13 | 2.43 | -0.05 | 0.1 | -0.02 | 0.01 | 0.0 | 0.02 | 0.0 | 0.01 |
| Beta | NA | -0.99 | -0.33 | 0.02 | 0.07 | -2.74 | 1.08 | -0.09 | 0.11 | 0.36 | 0.27 | 0.0 | 0.13 | 0.12 |
| RSquared | NA | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.02 | 0.03 | 0.0 | 0.01 | 0.02 |
| Yield(%) | N/A | 3.3 | 1.8 | 1.5 | N/A | 0.0 | 3.3 | 1.1 | 0.6 | 0.7 | 1.5 | 1.5 | 2.3 | 0.6 |
| Dividend Growth(%) | N/A | 267.6 | 50.2 | N/A | N/A | -100.0 | 267.6 | 84.5 | -21.1 | -53.4 | 12.2 | -42.1 | 298.7 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 10/19/2007
Calculate Performance
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View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See Conservative Allocation Asset Class Trend Rankings |
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Best ETFs
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Best Closed End Funds
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- FT (Franklin Universal Closed Fund) (99%)
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