Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BAPBX (LifePath Active Retirement Port Cl A) | NA | 5.08% | 5.12% | 6.14% | 6.18% | NA | NA | … | … |
Data as of 09/25/2020, Common starting date is 05/09/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BAPBX (LifePath Active Retirement Port Cl A) | 05/09/2007 | 09/25/2020 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 5.08 | 5.12 | 6.14 | 6.18 | NA | NA | … | … | 2.13 | 16.73 | -4.74 | 9.06 | 8.09 | -2.21 | 4.73 | 10.32 | 12.32 | 0.00 | 12.39 | 26.79 | -26.58 | 4.08 |
| Sharpe Ratio | NA | 0.34 | 0.45 | 0.69 | 0.73 | NA | NA | … | … | 0.17 | 3.24 | -0.95 | 2.34 | 1.29 | -0.38 | 1.02 | 1.90 | 1.39 | 0.00 | 1.11 | 1.79 | -1.48 | 0.28 |
| Standard Deviation(%) | NA | 13.57 | 9.06 | 7.79 | 7.88 | NA | NA | … | … | 15.69 | 4.72 | 6.39 | 3.62 | 6.08 | 5.87 | 4.64 | 5.41 | 8.90 | 11.76 | 11.11 | 14.95 | 18.57 | 12.76 |
| Draw Down(%) | NA | 18.44 | 18.44 | 18.44 | 18.44 | NA | NA | … | … | 18.44 | 2.01 | 8.58 | 1.71 | 4.26 | 7.30 | 3.71 | 4.95 | 6.41 | 12.29 | 8.06 | 15.54 | 31.61 | 9.38 |
| Yield(%) | 0.00 | 21.13 | 10.34 | 8.33 | 7.28 | 4.99 | 3.74 | … | … | 17.87 | 3.71 | 8.12 | 2.06 | 2.14 | 6.55 | 8.75 | 7.36 | 4.15 | 5.96 | 1.96 | 2.20 | 1.91 | 1.41 |
Data as of 09/25/2020, Common starting date is 05/09/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BAPBX (LifePath Active Retirement Port Cl A) |
-2.11%
Jun 2007 – Jun 2010 |
2.36%
Mar 2015 – Mar 2020 |
4.24%
Oct 2007 – Oct 2017 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BAPBX (LifePath Active Retirement Port Cl A) |
18.57%
Feb 2009 – Feb 2012 |
14.47%
Feb 2009 – Feb 2014 |
8.94%
Feb 2009 – Feb 2019 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart