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MTNKX: TARGET 2020 SERIES CLASS K (MUTUAL FUND)
Basic Info
| Asset Class: | Target Date 2016-2020 |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 04/02/2008 |
| Last Dividend Date: | 06/22/2020 |
| 12-Mo. Yield | 0.25% |
| Expenses | 0.95% |
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Performance Analytics (As of 01/21/2021)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 04/02/2008 |
2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.0 | -10.1 | 0.4 | 4.3 | 4.1 | 3.5 | 0.0 | -8.4 | 16.5 | -3.6 | 11.9 | 3.3 | -4.4 | 4.0 | 14.3 | 12.5 | -1.0 | 12.4 | 22.2 | -24.7 |
| Sharpe Ratio | NA | -0.48 | -0.04 | 0.33 | 0.38 | 0.25 | 0.0 | -0.4 | 3.46 | -0.78 | 3.16 | 0.44 | -0.62 | 0.64 | 2.24 | 1.7 | -0.07 | 1.3 | 1.23 | -1.16 |
| Draw Down(%) | NA | 17.8 | 17.8 | 17.8 | 17.8 | 38.5 | 0.0 | 17.8 | 1.9 | 7.4 | 1.3 | 5.3 | 9.0 | 6.7 | 5.4 | 5.8 | 13.7 | 8.2 | 18.8 | 33.6 |
| Standard Deviation(%) | NA | 21.5 | 13.2 | 10.8 | 9.9 | 12.4 | NA | 21.5 | 4.4 | 6.3 | 3.6 | 7.0 | 7.2 | 6.3 | 6.4 | 7.4 | 14.4 | 9.5 | 17.9 | 27.5 |
| Treynor Ratio | NA | -0.31 | -0.07 | 0.39 | 0.21 | 0.1 | NA | -0.26 | 14.72 | -0.37 | 0.14 | 0.04 | -0.05 | 0.04 | 0.17 | 0.15 | -0.01 | 0.16 | 0.26 | -0.39 |
| Alpha | NA | -0.05 | 0.0 | 0.01 | 0.01 | 0.0 | 0.0 | -0.05 | 0.05 | -0.02 | 0.0 | -0.01 | -0.02 | -0.01 | 0.0 | 0.01 | -0.01 | 0.01 | 0.01 | -0.03 |
| Beta | NA | 0.33 | 0.08 | 0.09 | 0.18 | 0.32 | 0.0 | 0.33 | 0.01 | 0.13 | 0.81 | 0.81 | 0.83 | 0.94 | 0.85 | 0.87 | 0.93 | 0.75 | 0.86 | 0.83 |
| RSquared | NA | 0.16 | 0.05 | 0.06 | 0.15 | 0.3 | 0.0 | 0.16 | 0.01 | 0.21 | 0.67 | 0.88 | 0.92 | 0.91 | 0.91 | 0.94 | 0.96 | 0.94 | 0.83 | 0.87 |
| Yield(%) | N/A | 0.2 | 1.1 | 1.2 | 4.6 | N/A | 0.0 | 0.3 | 1.7 | 1.4 | 0.6 | 1.4 | 9.5 | 10.8 | 6.7 | 6.2 | 9.1 | 5.4 | 0.0 | 0.0 |
| Dividend Growth(%) | N/A | -82.6 | -71.4 | -88.7 | N/A | N/A | -100.0 | -82.6 | 11.5 | 184.3 | -59.1 | -87.4 | -18.0 | 72.4 | 13.3 | -38.1 | 77.4 | 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 2016-2020 Asset Class Trend Rankings |
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