Performance Comparison
Portfolio Performance Comparison
Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
---|---|---|---|---|---|---|---|---|
BFEZX (Banc of America Retirement 2025 Z) | NA | 9.88% | -3.97% | NA | NA | NA | NA | 3.78% |
Data as of 12/10/2010, AR inception is 06/20/2006
More Performance Analytics Comparison
Name | Start Date | End Date |
---|---|---|
BFEZX (Banc of America Retirement 2025 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 | 9.88 | -3.97 | NA | NA | NA | NA | 3.78 | 8.54 | 25.41 | -33.28 | 9.11 | 17.05 |
Sharpe Ratio | NA | 0.69 | -0.19 | NA | NA | NA | NA | 0.10 | 0.62 | 1.18 | -1.10 | 0.46 | 2.79 |
Standard Deviation(%) | NA | 14.15 | 23.57 | NA | NA | NA | NA | 20.50 | 14.42 | 21.49 | 31.08 | 13.14 | 11.13 |
Draw Down(%) | NA | 11.59 | 47.27 | NA | NA | NA | NA | 48.22 | 11.59 | 21.38 | 43.56 | 8.16 | 4.70 |
Yield(%) | 0.00 | 3.07 | 6.95 | 5.71 | 2.85 | 1.90 | 1.43 | 7.13 | 0.72 | 2.91 | 2.82 | 18.54 | 1.60 |
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 |
---|---|---|---|---|
BFEZX (Banc of America Retirement 2025 Z) |
-6.42%
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 |
---|---|---|---|---|
BFEZX (Banc of America Retirement 2025 Z) |
-2.08%
Sep 2006 - Sep 2009 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart