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LTBIX: ALLIANCEBERNSTEIN 2005 RETIREMENT STRATEGY CLASS I (MUTUAL FUND)
Basic Info
| Asset Class: | Target Date 2000-2010 |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 09/07/2005 |
| Last Dividend Date: | 12/15/2014 |
| 12-Mo. Yield | 3.67% |
| Expenses | 0.58% |
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Performance Analytics (As of 11/24/2015)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 09/07/2005 |
2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.0 | -2.4 | 4.1 | 4.3 | 3.8 | 3.9 | -1.0 | 3.4 | 8.5 | 8.5 | -0.0 | 11.6 | 26.7 | -29.0 | 5.7 | 13.1 | 2.8 |
| Sharpe Ratio | NA | -0.39 | 0.74 | 0.64 | 0.26 | 0.27 | -0.18 | 0.71 | 1.48 | 1.32 | -0.01 | 1.14 | 1.57 | -1.25 | 0.24 | 1.31 | 1.03 |
| Draw Down(%) | NA | 7.1 | 7.1 | 9.7 | 42.1 | 42.1 | 7.1 | 4.4 | 6.0 | 6.2 | 9.7 | 7.7 | 17.2 | 38.8 | 6.7 | 7.6 | 3.6 |
| Standard Deviation(%) | NA | 6.2 | 5.5 | 6.7 | 11.7 | 11.6 | 6.2 | 4.7 | 5.7 | 6.5 | 9.3 | 10.1 | 17.0 | 24.0 | 10.5 | 7.4 | 6.1 |
| Treynor Ratio | NA | -0.02 | 0.03 | 0.03 | 0.02 | 0.02 | -0.01 | 0.02 | 0.06 | 0.05 | 0.0 | 0.07 | 0.14 | -0.15 | 0.01 | 0.06 | 0.06 |
| Alpha | NA | -0.01 | -0.01 | -0.01 | -0.02 | -0.02 | -0.01 | -0.02 | 0.0 | -0.02 | -0.03 | -0.02 | 0.0 | -0.03 | -0.03 | 0.02 | 0.03 |
| Beta | NA | 1.29 | 1.33 | 1.41 | 1.79 | 1.78 | 1.28 | 1.37 | 1.35 | 1.6 | 1.45 | 1.73 | 1.89 | 2.01 | 1.91 | 1.58 | 1.14 |
| RSquared | NA | 0.77 | 0.81 | 0.82 | 0.84 | 0.84 | 0.77 | 0.85 | 0.83 | 0.81 | 0.87 | 0.82 | 0.88 | 0.9 | 0.71 | 0.69 | 0.39 |
| Yield(%) | N/A | 3.7 | 3.3 | 3.2 | 3.3 | N/A | 0.0 | 3.9 | 2.8 | 3.1 | 2.9 | 3.6 | 2.9 | 4.6 | 5.6 | 3.3 | 0.0 |
| Dividend Growth(%) | N/A | 44.1 | 18.8 | -6.0 | N/A | N/A | -100.0 | 44.1 | -5.8 | 4.4 | -13.2 | 54.5 | -57.4 | -18.7 | 84.9 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 09/07/2005
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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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