It is the internal testing website that you are visiting. Please go to our official customer website (www.myplaniq.com).
Find A Portfolio/Ticker
Comparison Box
LTJRX: ALLIANCEBERNSTEIN 2025 RETIREMENT STRATEGY CLASS R (MUTUAL FUND)
Basic Info
| Asset Class: | Target Date 2021-2025 |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 01/27/2006 |
| Last Dividend Date: | 12/15/2014 |
| 12-Mo. Yield | 2.74% |
| Expenses | 1.24% |
| Sign up to get fund ranking change alerts | |
Performance Analytics (As of 11/24/2015)
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 | -7.7 | 5.6 | 4.7 | 2.4 | -5.7 | 3.0 | 18.1 | 11.7 | -5.5 | 12.9 | 32.6 | -40.3 | 5.2 | 11.1 |
| Sharpe Ratio | NA | -0.63 | 0.55 | 0.38 | 0.09 | -0.51 | 0.36 | 1.95 | 1.04 | -0.3 | 0.76 | 1.28 | -1.14 | 0.13 | 0.81 |
| Draw Down(%) | NA | 12.1 | 12.1 | 19.1 | 56.6 | 12.1 | 8.0 | 7.4 | 11.4 | 19.1 | 14.2 | 24.7 | 51.1 | 10.4 | 11.4 |
| Standard Deviation(%) | NA | 12.3 | 10.1 | 12.5 | 18.5 | 12.5 | 8.5 | 9.2 | 11.3 | 18.5 | 16.8 | 25.4 | 36.1 | 15.9 | 10.7 |
| Treynor Ratio | NA | -0.07 | 0.05 | 0.04 | 0.01 | -0.06 | 0.03 | 0.16 | 0.1 | -0.05 | 0.11 | 0.28 | -0.36 | 0.02 | 0.07 |
| Alpha | NA | -0.03 | -0.02 | -0.02 | -0.01 | -0.03 | -0.02 | -0.01 | -0.01 | -0.02 | -0.01 | 0.01 | -0.04 | -0.01 | -0.01 |
| Beta | NA | 1.1 | 1.12 | 1.1 | 1.15 | 1.09 | 1.15 | 1.14 | 1.19 | 1.06 | 1.17 | 1.18 | 1.15 | 1.21 | 1.25 |
| RSquared | NA | 0.71 | 0.84 | 0.92 | 0.96 | 0.7 | 0.96 | 0.96 | 0.96 | 0.98 | 0.92 | 0.97 | 0.99 | 0.92 | 0.93 |
| Yield(%) | N/A | 2.7 | 2.6 | 2.3 | N/A | 0.0 | 2.9 | 2.8 | 1.6 | 1.5 | 2.3 | 2.0 | 3.8 | 3.1 | 1.7 |
| Dividend Growth(%) | N/A | 19.0 | 56.2 | N/A | N/A | -100.0 | 19.0 | 95.3 | 0.0 | -30.5 | 53.2 | -70.4 | 22.1 | 95.9 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 01/27/2006
Calculate Performance
Start date (MM/dd/yyyy)
End date (MM/dd/yyyy)
|
View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See Target Date 2021-2025 Asset Class Trend Rankings |
Top Rated Funds in Target Date 2021-2025
Best Mutual Funds
- ARWFX (ONE CHOICE 2025 PORTFOLIO I CLASS) (100%)
- ARWIX (ONE CHOICE 2025 PORTFOLIO INVESTOR CLASS) (99%)
- VTTVX (Vanguard Target Retirement 2025) (97%)
- TRRHX (T. ROWE PRICE RETIREMENT 2025 FUND T. ROWE PRICE RETIREMENT 2025 FUND) (96%)
- FFTWX (FIDELITY FREEDOM 2025 FUND FIDELITY FREEDOM 2025 FUND) (95%)
- FITWX (FIDELITY ADVISOR FREEDOM 2025 FUND CLASS I) (94%)
- TCLFX (TIAA-CREF LIFECYCLE 2025 FUND RETIREMENT CLASS) (92%)
- PRRPX (Putnam Retirement Ready 2025 Fd Cl Y Shs) (91%)
- ISZIX (VOYA SOLUTION 2025 PORTFOLIO CLASS I) (90%)
- GMWZX (MYDESTINATION 2025 FUND INVESTOR) (87%)
Latest Articles Related to LTJRX
Register for FREE
No Credit Card Required
Or Start FREE 30-day trial now >>
Or Start FREE 30-day trial now >>
