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
LTKRX: ALLIANCEBERNSTEIN 2030 RETIREMENT STRATEGY CLASS R (MUTUAL FUND)
Basic Info
| Asset Class: | Target Date 2026-2030 |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 09/02/2005 |
| Last Dividend Date: | 12/16/2014 |
| 12-Mo. Yield | 2.68% |
| Expenses | 1.26% |
| 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 | 10 Yr | Since 09/02/2005 |
2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.1 | -23.6 | 0.1 | 1.3 | 0.1 | 0.6 | -21.9 | 3.3 | 20.7 | 12.6 | -6.7 | 12.8 | 32.3 | -44.4 | 2.7 | 15.4 | 5.3 |
| Sharpe Ratio | NA | -0.84 | 0.0 | 0.07 | -0.03 | -0.01 | -0.82 | 0.35 | 2.04 | 1.01 | -0.33 | 0.71 | 1.23 | -1.18 | -0.02 | 1.02 | 1.43 |
| Draw Down(%) | NA | 26.7 | 26.7 | 26.7 | 61.0 | 61.0 | 26.7 | 8.7 | 7.4 | 12.5 | 20.9 | 15.5 | 25.0 | 51.9 | 11.1 | 12.1 | 4.9 |
| Standard Deviation(%) | NA | 28.1 | 18.0 | 17.6 | 21.2 | 21.0 | 29.3 | 9.5 | 10.1 | 12.5 | 20.5 | 17.9 | 26.2 | 38.2 | 17.3 | 11.8 | 10.2 |
| Treynor Ratio | NA | -0.22 | 0.0 | 0.01 | -0.01 | 0.0 | -0.22 | 0.03 | 0.18 | 0.11 | -0.06 | 0.11 | 0.29 | -0.42 | 0.0 | 0.1 | 0.0 |
| Alpha | NA | -0.09 | -0.04 | -0.03 | -0.02 | -0.02 | -0.1 | -0.02 | -0.01 | -0.01 | -0.02 | -0.01 | 0.01 | -0.06 | -0.02 | 0.0 | NA |
| Beta | NA | 1.08 | 1.12 | 1.1 | 1.11 | 1.11 | 1.07 | 1.16 | 1.13 | 1.17 | 1.06 | 1.12 | 1.11 | 1.09 | 1.18 | 1.24 | NA |
| RSquared | NA | 0.2 | 0.38 | 0.62 | 0.83 | 0.83 | 0.19 | 0.98 | 0.97 | 0.96 | 0.99 | 0.93 | 0.97 | 0.97 | 0.9 | 0.56 | 0.0 |
| Yield(%) | N/A | 2.7 | 2.4 | 2.1 | 1.5 | N/A | 0.0 | 2.9 | 2.4 | 1.3 | 1.3 | 2.1 | 1.7 | 3.3 | 0.0 | 0.0 | 0.0 |
| Dividend Growth(%) | N/A | 37.2 | 61.3 | 88.4 | N/A | N/A | -100.0 | 37.2 | 108.3 | -6.2 | -35.4 | 70.7 | -71.6 | N/A | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 09/02/2005
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 2026-2030 Asset Class Trend Rankings |
Top Rated Funds in Target Date 2026-2030
Best Mutual Funds
- TRRCX (T. Rowe Price Retirement 2030 Fund) (100%)
- MLTIX (MFS LIFETIME 2030 FUND I) (99%)
- SWDRX (SCHWAB TARGET 2030 FUND SCHWAB TARGET 2030 FUND) (97%)
- FFFEX (FIDELITY FREEDOM 2030 FUND FIDELITY FREEDOM 2030 FUND) (95%)
- STLDX (BLACKROCK LIFEPATH DYNAMIC 2030 FUND INSTITUTIONAL SHARES) (94%)
- PMTIX (PRINCIPAL LIFETIME 2030 FUND INSTITUTIONAL CLASS) (93%)
- PPLSX (DEUTSCHE MULTI-ASSET MODERATE ALLOCATION FUND CLASS S) (92%)
- PTCSX (PRINCIPAL LIFETIME 2030 FUND R-4) (91%)
- FEFIX (FIDELITY ADVISOR FREEDOM 2030 FUND CLASS I) (90%)
- TCLNX (TIAA-CREF LIFECYCLE 2030 FUND RETIREMENT CLASS) (88%)
Latest Articles Related to LTKRX
Register for FREE
No Credit Card Required
Or Start FREE 30-day trial now >>
Or Start FREE 30-day trial now >>
