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ARFRX: American Century LIVESTRONG 2015 R (MUTUAL FUND)
Basic Info
| Asset Class: | Target Date 2011-2015 |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 01/26/2005 |
| Last Dividend Date: | 12/30/2014 |
| 12-Mo. Yield | 3.91% |
| Expenses | 1.28% |
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Performance Analytics (As of 03/27/2015)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 01/26/2005 |
2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -11.1 | -5.3 | 3.1 | 5.3 | 4.3 | 4.2 | -9.5 | 5.7 | 11.0 | 10.0 | 2.6 | 10.5 | 17.8 | -20.4 | 7.9 | 10.0 | 3.5 |
| Sharpe Ratio | NA | -0.39 | 0.32 | 0.52 | 0.3 | 0.31 | -1.47 | 1.14 | 1.98 | 1.67 | 0.23 | 1.13 | 1.27 | -1.08 | 0.58 | 1.09 | 0.26 |
| Draw Down(%) | NA | 11.4 | 11.4 | 11.4 | 32.4 | 32.4 | 11.4 | 4.1 | 4.2 | 4.7 | 9.0 | 7.0 | 14.8 | 30.1 | 5.3 | 5.8 | 3.8 |
| Standard Deviation(%) | NA | 13.5 | 9.5 | 10.1 | 11.3 | 10.8 | 23.7 | 5.0 | 5.5 | 6.0 | 11.4 | 9.2 | 14.0 | 19.8 | 8.4 | 6.2 | 6.2 |
| Treynor Ratio | NA | -0.05 | 0.14 | 0.12 | 0.05 | 0.05 | -0.32 | 0.06 | 0.13 | 1.03 | 0.03 | 0.12 | 0.22 | -0.27 | 0.06 | 0.08 | 0.02 |
| Alpha | NA | -0.05 | 0.01 | 0.01 | 0.0 | 0.0 | -0.19 | 0.0 | 0.0 | 0.04 | 0.0 | 0.0 | 0.0 | -0.01 | 0.0 | 0.0 | -0.01 |
| Beta | NA | 0.99 | 0.21 | 0.44 | 0.65 | 0.65 | 1.1 | 0.92 | 0.86 | 0.1 | 0.86 | 0.85 | 0.82 | 0.78 | 0.83 | 0.84 | 1.06 |
| RSquared | NA | 0.19 | 0.09 | 0.31 | 0.64 | 0.68 | 0.11 | 0.97 | 0.92 | 0.11 | 0.97 | 0.98 | 0.97 | 0.96 | 0.98 | 0.85 | 0.78 |
| Yield(%) | N/A | 3.9 | 3.2 | 3.0 | 2.9 | N/A | 0.0 | 4.0 | 3.1 | 2.5 | 1.8 | 2.0 | 1.5 | 3.7 | 3.4 | 4.4 | 0.0 |
| Dividend Growth(%) | N/A | 36.5 | 112.6 | 11.3 | N/A | N/A | -100.0 | 36.5 | 36.9 | 33.0 | 0.0 | 53.6 | -68.8 | 12.2 | -18.1 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 01/26/2005
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See Target Date 2011-2015 Asset Class Trend Rankings |
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