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BFFZX: Banc of America Retirement 2030 Z (MUTUAL FUND)
Basic Info
| Asset Class: | Target Date 2026-2030 |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 06/20/2006 |
| Last Dividend Date: | 04/30/2010 |
| 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 | 5.5 | -5.6 | 3.5 | 4.0 | 26.5 | -34.3 | 8.9 | 23.8 |
| Sharpe Ratio | NA | 0.33 | -0.24 | 0.1 | 0.25 | 1.16 | -1.07 | 0.42 | 3.46 |
| Draw Down(%) | NA | 12.6 | 48.8 | 49.8 | 12.6 | 22.5 | 45.0 | 8.9 | 5.0 |
| Standard Deviation(%) | NA | 16.1 | 25.1 | 22.0 | 16.5 | 22.8 | 33.0 | 14.0 | 13.2 |
| Treynor Ratio | NA | 0.06 | -0.06 | 0.02 | 0.04 | 0.27 | -0.37 | 0.06 | 0.32 |
| Alpha | NA | -0.03 | -0.01 | 0.0 | -0.03 | 0.0 | -0.02 | 0.01 | 0.01 |
| Beta | NA | 0.94 | 0.95 | 0.97 | 0.94 | 0.96 | 0.95 | 1.0 | 1.43 |
| RSquared | NA | 0.82 | 0.96 | 0.96 | 0.81 | 0.97 | 0.99 | 0.99 | 0.89 |
| Yield(%) | N/A | 2.5 | 2.5 | N/A | 0.7 | 2.3 | 2.9 | 3.3 | 4.2 |
| Dividend Growth(%) | N/A | -33.3 | N/A | N/A | -63.2 | -51.3 | -6.3 | -5.9 | 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 2026-2030 Asset Class Trend Rankings |
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