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BFBZX: Banc of America Retirement 2010 Z (MUTUAL FUND)
Basic Info
| Asset Class: | Target Date 2000-2010 |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 06/20/2006 |
| Last Dividend Date: | 12/23/2009 |
| 12-Mo. Yield | 2.48% |
| Expenses | - |
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Performance Analytics (As of 12/10/2010)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | Since 06/20/2006 |
2010 | 2009 | 2008 | 2007 | 2006 | |
|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.0 | 7.5 | -2.0 | 5.7 | 6.5 | 23.4 | -27.2 | 8.1 | 24.0 |
| Sharpe Ratio | NA | 0.65 | -0.13 | 0.26 | 0.58 | 1.37 | -1.14 | 0.47 | 4.02 |
| Draw Down(%) | NA | 9.8 | 39.8 | 40.7 | 9.8 | 17.8 | 37.3 | 7.0 | 4.1 |
| Standard Deviation(%) | NA | 11.4 | 18.6 | 16.5 | 11.6 | 17.0 | 24.7 | 10.5 | 11.5 |
| Treynor Ratio | NA | 0.04 | -0.01 | 0.02 | 0.04 | 0.12 | -0.14 | 0.03 | 0.19 |
| Alpha | NA | -0.03 | -0.03 | -0.01 | -0.03 | -0.01 | -0.02 | -0.02 | 0.04 |
| Beta | NA | 1.88 | 1.99 | 2.0 | 1.88 | 1.9 | 2.06 | 1.95 | 2.44 |
| RSquared | NA | 0.74 | 0.87 | 0.85 | 0.74 | 0.88 | 0.9 | 0.75 | 0.69 |
| Yield(%) | N/A | 2.5 | 2.4 | N/A | 0.0 | 3.0 | 2.7 | 3.0 | 6.1 |
| Dividend Growth(%) | N/A | -20.4 | N/A | N/A | -100.0 | -20.4 | -6.1 | -41.9 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/20/2006
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View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See Target Date 2000-2010 Asset Class Trend Rankings |
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