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MTNRX: TARGET 2020 SERIES CLASS R (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 | 0.15% |
| Expenses | 1.20% |
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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 | -10.4 | 0.1 | 4.0 | 3.8 | 3.2 | 0.0 | -8.8 | 16.3 | -3.9 | 11.7 | 3.0 | -4.8 | 3.8 | 14.1 | 12.1 | -1.2 | 12.1 | 21.6 | -24.9 |
| Sharpe Ratio | NA | -0.49 | -0.06 | 0.3 | 0.35 | 0.23 | 0.0 | -0.42 | 3.45 | -0.82 | 3.15 | 0.4 | -0.66 | 0.59 | 2.21 | 1.62 | -0.09 | 1.25 | 1.19 | -1.17 |
| Draw Down(%) | NA | 17.9 | 17.9 | 17.9 | 17.9 | 38.7 | 0.0 | 17.9 | 1.9 | 7.5 | 1.3 | 5.2 | 9.2 | 6.8 | 5.5 | 5.9 | 13.9 | 8.3 | 18.8 | 33.6 |
| Standard Deviation(%) | NA | 21.6 | 13.3 | 10.8 | 9.9 | 12.4 | NA | 21.6 | 4.3 | 6.3 | 3.5 | 7.0 | 7.2 | 6.4 | 6.4 | 7.5 | 14.5 | 9.6 | 18.0 | 27.6 |
| Treynor Ratio | NA | -0.32 | -0.11 | 0.35 | 0.19 | 0.09 | NA | -0.27 | 14.4 | -0.4 | 0.14 | 0.03 | -0.06 | 0.04 | 0.16 | 0.14 | -0.01 | 0.16 | 0.25 | -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 | 0.0 | -0.01 | 0.01 | 0.01 | -0.03 |
| Beta | NA | 0.34 | 0.08 | 0.09 | 0.18 | 0.33 | 0.0 | 0.34 | 0.01 | 0.13 | 0.78 | 0.82 | 0.83 | 0.95 | 0.85 | 0.88 | 0.93 | 0.76 | 0.87 | 0.83 |
| RSquared | NA | 0.16 | 0.05 | 0.06 | 0.15 | 0.3 | 0.0 | 0.16 | 0.02 | 0.2 | 0.64 | 0.88 | 0.92 | 0.9 | 0.92 | 0.94 | 0.96 | 0.94 | 0.83 | 0.87 |
| Yield(%) | N/A | 0.1 | 0.9 | 1.0 | 4.4 | N/A | 0.0 | 0.1 | 1.4 | 1.3 | 0.5 | 1.1 | 9.2 | 10.6 | 6.5 | 6.0 | 8.9 | 5.3 | 0.0 | 0.0 |
| Dividend Growth(%) | N/A | -88.2 | -74.0 | -90.3 | N/A | N/A | -100.0 | -88.2 | 5.6 | 216.6 | -57.8 | -89.8 | -18.5 | 73.1 | 14.3 | -39.5 | 78.3 | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 04/02/2008
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Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See Target Date 2016-2020 Asset Class Trend Rankings |
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