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LTQRX: ALLIANCEBERNSTEIN 2050 RETIREMENT STRATEGY CLASS R (MUTUAL FUND)
Basic Info
| Asset Class: | Target Date 2046-2050 |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 07/12/2007 |
| Last Dividend Date: | 12/16/2014 |
| 12-Mo. Yield | 17.32% |
| 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 | Since 07/12/2007 |
2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -34.2 | -52.0 | -13.3 | -7.1 | -6.4 | -51.0 | 3.6 | 24.5 | 14.4 | -8.4 | 12.1 | 33.3 | -41.0 | -1.5 |
| Sharpe Ratio | NA | -0.96 | -0.41 | -0.25 | -0.23 | -0.96 | 0.34 | 2.19 | 1.01 | -0.34 | 0.61 | 1.22 | -1.02 | -0.25 |
| Draw Down(%) | NA | 54.3 | 54.3 | 54.3 | 57.1 | 54.3 | 9.5 | 7.4 | 13.9 | 24.3 | 17.3 | 24.4 | 52.0 | 10.9 |
| Standard Deviation(%) | NA | 54.0 | 32.5 | 28.3 | 29.0 | 56.8 | 10.7 | 11.2 | 14.3 | 24.8 | 19.5 | 27.3 | 40.9 | 22.9 |
| Treynor Ratio | NA | -0.66 | -0.15 | -0.07 | -0.07 | -0.7 | 0.04 | 0.25 | 0.13 | -0.08 | 0.11 | 0.34 | -0.45 | -0.05 |
| Alpha | NA | -0.25 | -0.09 | -0.07 | -0.04 | -0.27 | -0.03 | -0.02 | -0.01 | -0.04 | -0.01 | 0.02 | -0.04 | 0.03 |
| Beta | NA | 0.78 | 0.87 | 0.98 | 0.97 | 0.78 | 0.9 | 0.97 | 1.07 | 1.05 | 1.07 | 0.98 | 0.93 | 1.08 |
| RSquared | NA | 0.07 | 0.15 | 0.36 | 0.63 | 0.06 | 0.92 | 0.93 | 0.91 | 0.98 | 0.97 | 0.95 | 0.88 | 0.87 |
| Yield(%) | N/A | 17.3 | 10.9 | 7.6 | N/A | 0.0 | 18.5 | 4.4 | 7.7 | 3.2 | 2.5 | 1.7 | 1.3 | 1.2 |
| Dividend Growth(%) | N/A | 391.5 | 378.1 | N/A | N/A | -100.0 | 391.5 | -39.1 | 116.4 | 38.9 | 99.0 | -23.6 | 0.8 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 07/12/2007
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View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See Target Date 2046-2050 Asset Class Trend Rankings |
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