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MTHKX: TARGET 2010 SERIES CLASS K (MUTUAL FUND)
Basic Info
| Asset Class: | Target Date 2000-2010 |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 04/02/2008 |
| Last Dividend Date: | 06/19/2015 |
| 12-Mo. Yield | 8.54% |
| Expenses | 1.11% |
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Performance Analytics (As of 09/11/2020)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | Since 04/02/2008 |
2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.0 | 0.0 | 0.0 | -0.9 | 2.9 | -7.8 | -5.3 | 2.7 | 4.6 | -11.4 | 6.7 | 17.2 | -18.2 |
| Sharpe Ratio | NA | -1.47 | -0.56 | -0.29 | -0.19 | -1.43 | -0.57 | 0.35 | 0.65 | -0.71 | 0.77 | 1.29 | -1.14 |
| Draw Down(%) | NA | 16.9 | 17.2 | 21.1 | 29.4 | 9.7 | 10.2 | 5.9 | 5.1 | 17.3 | 6.5 | 13.9 | 25.7 |
| Standard Deviation(%) | NA | 11.5 | 9.0 | 11.0 | 12.2 | 7.5 | 9.3 | 7.5 | 7.1 | 16.0 | 8.6 | 13.3 | 21.1 |
| Treynor Ratio | NA | -0.19 | -0.06 | -0.03 | -0.03 | -0.12 | -0.06 | 0.03 | 0.05 | -0.11 | 0.08 | 0.2 | -0.28 |
| Alpha | NA | -0.08 | -0.04 | -0.04 | -0.03 | -0.04 | -0.04 | -0.02 | -0.02 | -0.06 | -0.01 | 0.0 | -0.01 |
| Beta | NA | 0.89 | 0.88 | 0.97 | 0.88 | 0.93 | 0.89 | 0.88 | 0.89 | 1.03 | 0.87 | 0.84 | 0.85 |
| RSquared | NA | 0.15 | 0.21 | 0.33 | 0.62 | 0.39 | 0.15 | 0.34 | 0.47 | 0.44 | 0.79 | 0.83 | 0.87 |
| Yield(%) | N/A | 8.5 | 6.8 | 7.1 | N/A | 0.3 | 9.2 | 6.6 | 5.8 | 11.5 | 3.8 | 0.0 | 0.0 |
| Dividend Growth(%) | N/A | 37.5 | 26.9 | N/A | N/A | -97.2 | 41.6 | 19.7 | -55.2 | 219.1 | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 04/02/2008
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View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See Target Date 2000-2010 Asset Class Trend Rankings |
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