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LTWRX: ALLIANCEBERNSTIEN 2055 RETIREMENT STRATEGY CLASS R (MUTUAL FUND)
Basic Info
| Asset Class: | Target Date 2051+ |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 07/12/2007 |
| Last Dividend Date: | 12/16/2014 |
| 12-Mo. Yield | 12.71% |
| 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(%) | 0.1 | -12.6 | 5.9 | 4.7 | 0.3 | -10.8 | 3.8 | 24.6 | 14.3 | -8.6 | 12.2 | 31.0 | -41.0 | -2.1 |
| Sharpe Ratio | NA | -0.66 | 0.42 | 0.28 | 0.0 | -0.61 | 0.36 | 2.19 | 1.01 | -0.34 | 0.61 | 1.13 | -1.1 | -0.31 |
| Draw Down(%) | NA | 16.9 | 16.9 | 24.5 | 57.6 | 16.9 | 9.5 | 7.4 | 14.0 | 24.5 | 17.2 | 25.3 | 52.1 | 11.0 |
| Standard Deviation(%) | NA | 19.1 | 14.1 | 16.9 | 22.6 | 19.7 | 10.6 | 11.2 | 14.3 | 25.2 | 19.9 | 27.3 | 38.1 | 22.6 |
| Treynor Ratio | NA | -0.15 | 0.07 | 0.05 | 0.0 | -0.15 | 0.04 | 0.25 | 0.13 | -0.08 | 0.11 | 0.32 | -0.46 | -0.07 |
| Alpha | NA | -0.06 | -0.03 | -0.03 | -0.02 | -0.06 | -0.03 | -0.02 | -0.01 | -0.04 | -0.01 | 0.02 | -0.04 | 0.02 |
| Beta | NA | 0.82 | 0.88 | 0.99 | 0.97 | 0.82 | 0.89 | 0.97 | 1.07 | 1.06 | 1.09 | 0.98 | 0.91 | 1.07 |
| RSquared | NA | 0.45 | 0.64 | 0.82 | 0.91 | 0.43 | 0.92 | 0.93 | 0.91 | 0.98 | 0.97 | 0.95 | 0.97 | 0.88 |
| Yield(%) | N/A | 12.7 | 7.9 | 5.6 | N/A | 0.0 | 13.6 | 4.6 | 2.9 | 2.2 | 1.9 | 2.1 | 0.9 | 3.7 |
| Dividend Growth(%) | N/A | 246.8 | 323.9 | N/A | N/A | -100.0 | 246.8 | 72.2 | 18.7 | 28.2 | 19.3 | 36.8 | -77.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 07/12/2007
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See Target Date 2051+ Asset Class Trend Rankings |
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