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LTHBX: ALLIANCEBERNSTEIN 2020 RETIREMENT STRATEGY CLASS B (MUTUAL FUND)
Basic Info
| Asset Class: | Target Date 2016-2020 |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 01/27/2006 |
| Last Dividend Date: | 12/15/2014 |
| 12-Mo. Yield | 2.36% |
| Expenses | 1.72% |
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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 | -0.7 | 2.4 | -1.8 | 0.0 | 12.3 | 8.9 | -6.1 | 10.0 | 29.3 | -42.2 | 1.4 | 8.6 |
| Sharpe Ratio | NA | -0.59 | 0.41 | 0.25 | -0.03 | -0.2 | 0.0 | 1.41 | 0.87 | -0.38 | 0.65 | 1.23 | -1.29 | -0.11 | 0.6 |
| Draw Down(%) | NA | 11.4 | 12.5 | 16.9 | 58.2 | 11.4 | 8.6 | 7.3 | 10.4 | 16.9 | 12.8 | 23.2 | 49.1 | 10.5 | 10.5 |
| Standard Deviation(%) | NA | 10.5 | 9.0 | 11.1 | 17.1 | 9.9 | 8.4 | 8.7 | 10.3 | 16.0 | 15.3 | 23.7 | 33.2 | 15.2 | 10.0 |
| Treynor Ratio | NA | -0.05 | 0.03 | 0.02 | 0.0 | -0.02 | 0.0 | 0.11 | 0.07 | -0.06 | 0.08 | 0.24 | -0.37 | -0.01 | 0.05 |
| Alpha | NA | -0.03 | -0.03 | -0.03 | -0.03 | -0.01 | -0.03 | -0.02 | -0.02 | -0.03 | -0.02 | 0.0 | -0.07 | -0.03 | -0.02 |
| Beta | NA | 1.17 | 1.17 | 1.11 | 1.17 | 1.13 | 1.23 | 1.17 | 1.21 | 1.04 | 1.19 | 1.22 | 1.15 | 1.27 | 1.22 |
| RSquared | NA | 0.85 | 0.89 | 0.92 | 0.92 | 0.91 | 0.88 | 0.91 | 0.94 | 0.97 | 0.91 | 0.96 | 0.95 | 0.89 | 0.46 |
| Yield(%) | N/A | 2.4 | 2.2 | 2.0 | N/A | 0.0 | 2.5 | 2.3 | 1.4 | 1.4 | 2.0 | 1.6 | 3.6 | 2.8 | 1.7 |
| Dividend Growth(%) | N/A | 20.1 | 51.3 | N/A | N/A | -100.0 | 20.1 | 74.6 | -3.6 | -22.8 | 63.6 | -74.5 | 31.7 | 80.2 | 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 2016-2020 Asset Class Trend Rankings |
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