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LTERX: ALLIANCEBERNSTEIN 2015 RETIREMENT STRATEGY CLASS R (MUTUAL FUND)
Basic Info
| Asset Class: | Target Date 2011-2015 |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 09/02/2005 |
| Last Dividend Date: | 12/15/2014 |
| 12-Mo. Yield | 2.99% |
| Expenses | 1.18% |
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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 09/02/2005 |
2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.2 | -2.3 | 5.8 | 5.1 | 2.4 | 2.7 | -0.3 | 2.9 | 13.0 | 10.5 | -3.0 | 12.2 | 30.4 | -39.6 | 1.7 | 12.9 | 4.3 |
| Sharpe Ratio | NA | -0.27 | 0.75 | 0.53 | 0.1 | 0.12 | -0.05 | 0.41 | 1.66 | 1.15 | -0.21 | 0.88 | 1.4 | -1.34 | -0.1 | 1.01 | 1.41 |
| Draw Down(%) | NA | 10.3 | 10.3 | 14.9 | 55.3 | 55.3 | 10.3 | 6.7 | 7.2 | 9.1 | 14.9 | 11.4 | 21.4 | 46.1 | 10.2 | 9.7 | 4.0 |
| Standard Deviation(%) | NA | 8.8 | 7.8 | 9.6 | 15.2 | 15.1 | 8.8 | 6.9 | 7.8 | 9.1 | 13.9 | 13.7 | 21.6 | 30.1 | 14.2 | 9.4 | 7.9 |
| Treynor Ratio | NA | -0.02 | 0.05 | 0.04 | 0.01 | 0.02 | 0.0 | 0.02 | 0.11 | 0.08 | -0.03 | 0.1 | 0.24 | -0.35 | -0.01 | 0.07 | 0.08 |
| Alpha | NA | -0.01 | -0.01 | -0.01 | -0.01 | -0.01 | -0.01 | -0.02 | -0.01 | -0.01 | -0.02 | -0.01 | 0.01 | -0.07 | -0.03 | 0.0 | 0.03 |
| Beta | NA | 1.22 | 1.23 | 1.15 | 1.2 | 1.2 | 1.21 | 1.25 | 1.24 | 1.26 | 1.06 | 1.22 | 1.26 | 1.17 | 1.3 | 1.3 | 1.47 |
| RSquared | NA | 0.92 | 0.93 | 0.95 | 0.93 | 0.93 | 0.92 | 0.95 | 0.94 | 0.95 | 0.97 | 0.91 | 0.96 | 0.94 | 0.86 | 0.87 | 0.87 |
| Yield(%) | N/A | 3.0 | 2.7 | 2.6 | 1.8 | N/A | 0.0 | 3.2 | 2.6 | 2.1 | 1.9 | 2.7 | 2.1 | 4.0 | 0.0 | 0.0 | 0.0 |
| Dividend Growth(%) | N/A | 33.2 | 39.0 | 106.1 | N/A | N/A | -100.0 | 33.2 | 32.2 | 3.5 | -22.4 | 71.1 | -68.8 | N/A | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 09/02/2005
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See Target Date 2011-2015 Asset Class Trend Rankings |
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