Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| BAGZX (Banc of America Retirement 2035 Z) | NA | 9.97% | -5.01% | NA | NA | NA | NA | 3.25% |
Data as of 12/10/2010, AR inception is 06/20/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BAGZX (Banc of America Retirement 2035 Z) | 06/20/2006 | 12/10/2010 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2010 | 2009 | 2008 | 2007 | 2006 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 9.97 | -5.01 | NA | NA | NA | NA | 3.25 | 8.35 | 27.06 | -35.91 | 8.94 | 18.22 |
| Sharpe Ratio | NA | 0.61 | -0.20 | NA | NA | NA | NA | 0.07 | 0.53 | 1.11 | -1.05 | 0.40 | 2.66 |
| Standard Deviation(%) | NA | 16.18 | 26.57 | NA | NA | NA | NA | 23.12 | 16.50 | 24.22 | 34.87 | 15.00 | 12.64 |
| Draw Down(%) | NA | 13.94 | 50.91 | NA | NA | NA | NA | 51.94 | 13.94 | 23.64 | 46.69 | 9.41 | 5.39 |
| Yield(%) | 0.00 | 1.86 | 5.86 | 4.92 | 2.46 | 1.64 | 1.23 | 6.15 | 0.00 | 2.33 | 3.11 | 15.51 | 1.56 |
Data as of 12/10/2010, AR inception is 06/20/2006
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BAGZX (Banc of America Retirement 2035 Z) |
-7.98%
Jun 2007 - Jun 2010 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BAGZX (Banc of America Retirement 2035 Z) |
-2.84%
Sep 2006 - Sep 2009 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart