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MTPKX: TARGET 2030 SERIES CLASS K (MUTUAL FUND)
Basic Info
| Asset Class: | Target Date 2026-2030 |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 04/02/2008 |
| Last Dividend Date: | 06/22/2020 |
| 12-Mo. Yield | 0.19% |
| Expenses | 1.00% |
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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 | -15.8 | -1.4 | 4.6 | 4.6 | 3.8 | 0.0 | -14.0 | 19.7 | -4.5 | 16.0 | 3.8 | -4.9 | 5.0 | 19.7 | 14.6 | -2.7 | 13.5 | 28.3 | -29.7 |
| Sharpe Ratio | NA | -0.54 | -0.13 | 0.26 | 0.32 | 0.22 | 0.0 | -0.47 | 3.22 | -0.68 | 3.34 | 0.38 | -0.49 | 0.6 | 2.39 | 1.55 | -0.16 | 1.07 | 1.26 | -1.11 |
| Draw Down(%) | NA | 24.3 | 24.3 | 24.3 | 24.3 | 44.5 | 0.0 | 24.3 | 2.5 | 10.1 | 1.8 | 7.4 | 11.6 | 8.5 | 5.9 | 6.7 | 16.7 | 11.1 | 21.8 | 39.6 |
| Standard Deviation(%) | NA | 29.8 | 18.2 | 14.8 | 13.2 | 16.0 | NA | 29.8 | 5.7 | 8.6 | 4.6 | 9.5 | 10.1 | 8.3 | 8.2 | 9.5 | 17.5 | 12.5 | 22.3 | 34.4 |
| Treynor Ratio | NA | -0.2 | -0.03 | 0.05 | 0.05 | 0.04 | NA | -0.18 | 0.28 | -0.07 | 0.18 | 0.04 | -0.05 | 0.05 | 0.22 | 0.17 | -0.03 | 0.17 | 0.32 | -0.45 |
| Alpha | NA | -0.1 | -0.03 | -0.02 | -0.01 | -0.01 | 0.0 | -0.09 | 0.02 | 0.0 | 0.0 | -0.01 | -0.02 | -0.01 | 0.0 | 0.01 | -0.01 | 0.01 | 0.02 | -0.03 |
| Beta | NA | 0.8 | 0.78 | 0.8 | 0.85 | 0.85 | 0.0 | 0.8 | 0.66 | 0.79 | 0.86 | 0.87 | 0.91 | 0.98 | 0.9 | 0.87 | 0.89 | 0.8 | 0.88 | 0.85 |
| RSquared | NA | 0.39 | 0.44 | 0.49 | 0.67 | 0.77 | 0.0 | 0.39 | 0.75 | 0.91 | 0.72 | 0.89 | 0.93 | 0.92 | 0.93 | 0.93 | 0.96 | 0.96 | 0.84 | 0.88 |
| Yield(%) | N/A | 0.2 | 1.1 | 1.3 | 5.4 | N/A | 0.0 | 0.2 | 1.3 | 2.1 | 0.6 | 1.5 | 14.0 | 13.9 | 7.1 | 5.6 | 8.5 | 4.6 | 0.0 | 0.0 |
| Dividend Growth(%) | N/A | -82.5 | -78.3 | -89.9 | N/A | N/A | -100.0 | -82.5 | -39.6 | 322.8 | -60.2 | -91.6 | -7.8 | 115.7 | 37.9 | -41.1 | 97.9 | 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 2026-2030 Asset Class Trend Rankings |
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