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LTARX: ALLIANCEBERNSTEIN 2000 RETIREMENT STRATEGY CLASS R (MUTUAL FUND)
Basic Info
| Asset Class: | Target Date 2000-2010 |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 01/27/2006 |
| Last Dividend Date: | 12/15/2014 |
| 12-Mo. Yield | 9.78% |
| Expenses | 1.06% |
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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 | Since 01/27/2006 |
2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.0 | 0.0 | 0.0 | -2.4 | 1.8 | -10.8 | -7.9 | 3.7 | 4.0 | -1.2 | 6.8 | 20.2 | -29.1 | 1.4 | 4.9 |
| Sharpe Ratio | NA | -1.15 | -0.48 | -0.27 | -0.21 | -0.96 | -0.68 | 0.73 | 0.72 | -0.16 | 0.78 | 1.41 | -1.53 | -0.16 | 0.25 |
| Draw Down(%) | NA | 20.8 | 21.4 | 21.4 | 42.3 | 13.4 | 12.8 | 5.2 | 4.9 | 7.3 | 6.2 | 14.5 | 34.5 | 8.0 | 6.9 |
| Standard Deviation(%) | NA | 18.0 | 11.7 | 10.6 | 11.3 | 12.4 | 11.6 | 5.0 | 5.6 | 7.6 | 8.7 | 14.2 | 19.6 | 10.0 | 7.7 |
| Treynor Ratio | NA | -0.19 | -0.06 | -0.03 | -0.03 | -0.14 | -0.06 | 0.04 | 0.04 | -0.02 | 0.08 | 0.21 | -0.33 | -0.02 | 0.02 |
| Alpha | NA | -0.1 | -0.05 | -0.04 | -0.03 | -0.05 | -0.06 | -0.02 | -0.02 | -0.01 | -0.01 | 0.01 | -0.05 | -0.02 | -0.03 |
| Beta | NA | 1.09 | 0.99 | 0.84 | 0.91 | 0.86 | 1.22 | 0.9 | 0.89 | 0.71 | 0.9 | 0.97 | 0.9 | 1.03 | 1.06 |
| RSquared | NA | 0.1 | 0.16 | 0.27 | 0.69 | 0.13 | 0.18 | 0.78 | 0.74 | 0.89 | 0.83 | 0.94 | 0.93 | 0.76 | 0.37 |
| Yield(%) | N/A | 9.8 | 5.0 | 4.0 | N/A | 0.0 | 10.2 | 1.9 | 2.7 | 1.9 | 2.8 | 2.5 | 3.4 | 3.9 | 3.6 |
| Dividend Growth(%) | N/A | 437.7 | 138.1 | N/A | N/A | -100.0 | 437.7 | -24.2 | 39.3 | -28.7 | 38.9 | -47.6 | -13.7 | 13.5 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 01/27/2006
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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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