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BFCZX: Banc of America Retirement 2015 Z (MUTUAL FUND)
Basic Info
| Asset Class: | Target Date 2011-2015 |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 06/20/2006 |
| Last Dividend Date: | 12/23/2009 |
| 12-Mo. Yield | 2.59% |
| 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 | 8.3 | -2.5 | 4.2 | 7.1 | 24.0 | -28.8 | 8.2 | 17.4 |
| Sharpe Ratio | NA | 0.69 | -0.14 | 0.16 | 0.61 | 1.29 | -1.1 | 0.46 | 2.93 |
| Draw Down(%) | NA | 10.3 | 42.0 | 42.9 | 10.3 | 19.0 | 39.1 | 7.1 | 4.5 |
| Standard Deviation(%) | NA | 11.9 | 20.4 | 17.8 | 12.2 | 18.6 | 27.0 | 11.5 | 10.9 |
| Treynor Ratio | NA | 0.08 | -0.03 | 0.03 | 0.07 | 0.22 | -0.27 | 0.05 | 0.21 |
| Alpha | NA | -0.02 | -0.03 | -0.01 | -0.02 | 0.0 | -0.02 | 0.0 | 0.0 |
| Beta | NA | 1.04 | 1.08 | 1.09 | 1.03 | 1.08 | 1.08 | 1.13 | 1.49 |
| RSquared | NA | 0.88 | 0.97 | 0.96 | 0.88 | 0.97 | 0.99 | 0.98 | 0.84 |
| Yield(%) | N/A | 2.6 | 4.6 | N/A | 0.0 | 3.2 | 2.5 | 10.7 | 1.6 |
| Dividend Growth(%) | N/A | -12.7 | N/A | N/A | -100.0 | -12.7 | -77.3 | 667.1 | 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 2011-2015 Asset Class Trend Rankings |
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