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LTPRX: ALLIANCEBERNSTEIN 2045 RETIREMENT STRATEGY CLASS R (MUTUAL FUND)
Basic Info
| Asset Class: | Target Date 2041-2045 |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 09/02/2005 |
| Last Dividend Date: | 12/16/2014 |
| 12-Mo. Yield | 6.54% |
| Expenses | 1.26% |
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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(%) | 0.1 | -41.1 | -7.2 | -3.2 | -2.4 | -1.8 | -39.9 | 3.7 | 24.3 | 14.0 | -8.3 | 12.1 | 31.1 | -44.7 | 2.5 | 15.3 | 6.3 |
| Sharpe Ratio | NA | -0.75 | -0.22 | -0.11 | -0.12 | -0.1 | -0.75 | 0.35 | 2.18 | 0.99 | -0.34 | 0.61 | 1.13 | -1.15 | -0.03 | 0.96 | 1.71 |
| Draw Down(%) | NA | 44.0 | 44.0 | 44.0 | 61.6 | 61.6 | 44.0 | 9.4 | 7.5 | 13.9 | 23.9 | 17.2 | 25.4 | 52.5 | 11.5 | 13.1 | 4.9 |
| Standard Deviation(%) | NA | 54.8 | 32.8 | 28.4 | 26.9 | 26.7 | 57.6 | 10.6 | 11.1 | 14.2 | 24.6 | 19.8 | 27.3 | 39.6 | 18.1 | 12.5 | 10.5 |
| Treynor Ratio | NA | -0.41 | -0.07 | -0.03 | -0.03 | -0.02 | -0.43 | 0.03 | 0.22 | 0.12 | -0.07 | 0.11 | 0.29 | -0.43 | -0.01 | 0.1 | 0.16 |
| Alpha | NA | -0.16 | -0.06 | -0.04 | -0.03 | -0.03 | -0.17 | -0.01 | -0.01 | -0.01 | -0.02 | -0.02 | 0.0 | -0.05 | -0.02 | -0.01 | 0.03 |
| Beta | NA | 1.0 | 1.05 | 1.1 | 1.1 | 1.1 | 1.0 | 1.07 | 1.08 | 1.15 | 1.12 | 1.13 | 1.08 | 1.07 | 1.19 | 1.24 | 1.15 |
| RSquared | NA | 0.09 | 0.19 | 0.41 | 0.7 | 0.7 | 0.08 | 0.98 | 0.98 | 0.96 | 0.99 | 0.93 | 0.97 | 0.98 | 0.91 | 0.94 | 0.96 |
| Yield(%) | N/A | 6.5 | 3.7 | 2.8 | 1.7 | N/A | 0.0 | 7.0 | 1.5 | 0.9 | 1.0 | 1.4 | 2.0 | 2.9 | 0.0 | 0.0 | 0.0 |
| Dividend Growth(%) | N/A | 467.3 | 202.2 | 166.5 | N/A | N/A | -100.0 | 467.3 | 80.0 | -11.5 | -25.0 | -9.9 | -60.2 | N/A | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 09/02/2005
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