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
LTSRX: ALLIANCEBERNSTEIN 2040 RETIREMENT STRATEGY CLASS R (MUTUAL FUND)
Basic Info
| Asset Class: | Target Date 2036-2040 |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 09/02/2005 |
| Last Dividend Date: | 12/16/2014 |
| 12-Mo. Yield | 4.80% |
| 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(%) | 0.0 | -40.2 | -6.8 | -3.0 | -2.1 | -1.5 | -39.0 | 3.9 | 23.8 | 13.5 | -7.9 | 12.4 | 31.2 | -44.3 | 3.2 | 15.4 | 6.5 |
| Sharpe Ratio | NA | -0.76 | -0.22 | -0.11 | -0.11 | -0.09 | -0.76 | 0.37 | 2.14 | 0.97 | -0.34 | 0.63 | 1.14 | -1.14 | 0.0 | 0.96 | 1.81 |
| Draw Down(%) | NA | 43.2 | 43.2 | 43.2 | 61.0 | 61.0 | 43.2 | 9.4 | 7.6 | 13.7 | 23.2 | 16.9 | 25.4 | 52.4 | 11.4 | 12.9 | 4.7 |
| Standard Deviation(%) | NA | 52.9 | 31.8 | 27.5 | 26.4 | 26.1 | 55.6 | 10.6 | 11.1 | 14.0 | 23.5 | 19.6 | 27.4 | 39.5 | 17.9 | 12.5 | 10.3 |
| Treynor Ratio | NA | -0.4 | -0.07 | -0.03 | -0.03 | -0.02 | -0.43 | 0.04 | 0.22 | 0.12 | -0.07 | 0.11 | 0.29 | -0.42 | 0.0 | 0.1 | 0.0 |
| Alpha | NA | -0.16 | -0.06 | -0.04 | -0.03 | -0.02 | -0.17 | -0.01 | -0.01 | -0.01 | -0.02 | -0.02 | 0.0 | -0.05 | -0.02 | 0.0 | NA |
| Beta | NA | 1.0 | 1.04 | 1.07 | 1.09 | 1.09 | 0.99 | 1.07 | 1.08 | 1.13 | 1.08 | 1.13 | 1.08 | 1.07 | 1.19 | 1.26 | NA |
| RSquared | NA | 0.09 | 0.19 | 0.41 | 0.69 | 0.69 | 0.08 | 0.98 | 0.98 | 0.95 | 0.99 | 0.93 | 0.97 | 0.98 | 0.93 | 0.53 | 0.0 |
| Yield(%) | N/A | 4.8 | 3.0 | 2.3 | 1.5 | N/A | 0.0 | 5.2 | 1.7 | 0.8 | 0.9 | 1.5 | 1.3 | 2.7 | 0.0 | 0.0 | 0.0 |
| Dividend Growth(%) | N/A | 256.6 | 182.9 | 160.0 | N/A | N/A | -100.0 | 256.6 | 136.4 | -16.3 | -32.4 | 46.2 | -73.0 | 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 2036-2040 Asset Class Trend Rankings |
Top Rated Funds in Target Date 2036-2040
Best Mutual Funds
- TRRDX (T. ROWE PRICE RETIREMENT 2040 FUND T. ROWE PRICE RETIREMENT 2040 FUND) (100%)
- MLFIX (MFS LIFETIME 2040 FUND I) (99%)
- SWERX (SCHWAB TARGET 2040 FUND SCHWAB TARGET 2040 FUND) (96%)
- FFFFX (FIDELITY FREEDOM 2040 FUND FIDELITY FREEDOM 2040 FUND) (95%)
- PTDIX (PRINCIPAL LIFETIME 2040 FUND INSTITUTIONAL CLASS) (94%)
- PTDPX (PRINCIPAL LIFETIME 2040 FUND R-5) (93%)
- STLEX (BLACKROCK LIFEPATH DYNAMIC 2040 FUND INSTITUTIONAL SHARES) (92%)
- TCLOX (TIAA-CREF LIFECYCLE 2040 FUND RETIREMENT CLASS) (91%)
- FIFFX (FIDELITY ADVISOR FREEDOM 2040 FUND CLASS I) (88%)
- PRZZX (Putnam Retirement Ready 2040 Cl Y Shs) (87%)
Latest Articles Related to LTSRX
Register for FREE
No Credit Card Required
Or Start FREE 30-day trial now >>
Or Start FREE 30-day trial now >>
