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MTPCX: Manning & Napier Target 2030 C (MUTUAL FUND)
Basic Info
| Asset Class: | Target Date 2026-2030 |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 04/02/2008 |
| Last Dividend Date: | 12/20/2013 |
| 12-Mo. Yield | 6.09% |
| Expenses | 1.89% |
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Performance Analytics (As of 03/11/2014)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | Since 04/02/2008 |
2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.0 | 12.8 | 8.9 | 17.2 | 5.0 | 1.5 | 18.8 | 13.7 | -3.3 | 12.6 | 27.8 | -29.9 |
| Sharpe Ratio | NA | 1.59 | 0.72 | 1.27 | 0.26 | 1.08 | 2.29 | 1.47 | -0.19 | 1.0 | 1.28 | -1.11 |
| Draw Down(%) | NA | 5.9 | 16.9 | 16.9 | 44.7 | 3.3 | 5.9 | 6.8 | 16.9 | 11.2 | 22.0 | 39.9 |
| Standard Deviation(%) | NA | 8.1 | 12.4 | 13.5 | 18.4 | 7.5 | 8.2 | 9.4 | 17.5 | 12.6 | 21.7 | 34.4 |
| Treynor Ratio | NA | 0.15 | 0.1 | 0.2 | 0.06 | 0.12 | 0.21 | 0.16 | -0.04 | 0.16 | 0.31 | -0.45 |
| Alpha | NA | 0.0 | -0.01 | -0.01 | -0.01 | 0.01 | 0.0 | 0.01 | -0.01 | 0.0 | 0.01 | -0.03 |
| Beta | NA | 0.85 | 0.89 | 0.87 | 0.86 | 0.7 | 0.9 | 0.86 | 0.88 | 0.8 | 0.9 | 0.85 |
| RSquared | NA | 0.91 | 0.95 | 0.95 | 0.91 | 0.79 | 0.93 | 0.92 | 0.96 | 0.95 | 0.94 | 0.88 |
| Yield(%) | N/A | 6.1 | 6.0 | 7.2 | N/A | 0.0 | 6.4 | 4.9 | 7.9 | 4.1 | 0.0 | 0.0 |
| Dividend Growth(%) | N/A | 43.7 | N/A | N/A | N/A | -100.0 | 43.7 | -44.9 | 106.5 | 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 2026-2030 Asset Class Trend Rankings |
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