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LTACX: ALLIANCEBERNSTEIN 2000 RETIREMENT STRATEGY CLASS C (MUTUAL FUND)
Basic Info
| Asset Class: | Target Date 2000-2010 |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 09/06/2005 |
| Last Dividend Date: | 12/15/2014 |
| 12-Mo. Yield | 8.77% |
| Expenses | 1.56% |
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Performance Analytics (As of 07/31/2020)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 09/06/2005 |
2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.0 | 0.0 | 0.0 | -1.6 | 1.3 | 1.3 | -7.4 | -7.2 | 3.5 | 4.3 | -1.3 | 7.1 | 20.4 | -28.6 | 0.4 | 9.1 | 2.4 |
| Sharpe Ratio | NA | -1.2 | -0.44 | -0.21 | -0.14 | -0.13 | -0.95 | -0.69 | 0.71 | 0.8 | -0.17 | 0.84 | 1.44 | -1.51 | -0.25 | 0.81 | 0.79 |
| Draw Down(%) | NA | 16.9 | 17.5 | 17.5 | 42.5 | 42.5 | 10.0 | 12.0 | 5.2 | 4.8 | 7.4 | 6.3 | 14.6 | 34.8 | 8.6 | 7.1 | 3.3 |
| Standard Deviation(%) | NA | 14.0 | 9.2 | 8.6 | 11.0 | 10.5 | 8.6 | 10.5 | 4.8 | 5.4 | 7.5 | 8.4 | 14.1 | 19.5 | 10.2 | 7.3 | 6.4 |
| Treynor Ratio | NA | -0.16 | -0.04 | -0.02 | -0.02 | -0.01 | -0.1 | -0.06 | 0.04 | 0.05 | -0.02 | 0.08 | 0.21 | -0.33 | -0.03 | 0.06 | 0.0 |
| Alpha | NA | -0.08 | -0.04 | -0.03 | -0.03 | -0.02 | -0.04 | -0.06 | -0.02 | -0.02 | -0.01 | -0.01 | 0.01 | -0.05 | -0.03 | -0.01 | NA |
| Beta | NA | 1.07 | 0.98 | 0.83 | 0.92 | 0.91 | 0.86 | 1.2 | 0.9 | 0.9 | 0.71 | 0.88 | 0.96 | 0.9 | 1.02 | 1.05 | NA |
| RSquared | NA | 0.15 | 0.25 | 0.39 | 0.71 | 0.75 | 0.25 | 0.22 | 0.84 | 0.81 | 0.9 | 0.86 | 0.95 | 0.95 | 0.73 | 0.38 | 0.0 |
| Yield(%) | N/A | 8.8 | 4.6 | 3.5 | 2.2 | N/A | 0.0 | 9.1 | 2.4 | 2.0 | 1.4 | 2.3 | 1.6 | 2.7 | 0.0 | 0.0 | 0.0 |
| Dividend Growth(%) | N/A | 281.7 | 195.0 | 287.1 | N/A | N/A | -100.0 | 281.7 | 28.4 | 41.7 | -35.1 | 69.5 | -57.3 | N/A | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 09/06/2005
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Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See Target Date 2000-2010 Asset Class Trend Rankings |
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