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MTTCX: Manning & Napier Target 2040 C (MUTUAL FUND)
Basic Info
| Asset Class: | Target Date 2036-2040 |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 04/02/2008 |
| Last Dividend Date: | 12/20/2013 |
| 12-Mo. Yield | 8.18% |
| Expenses | 1.90% |
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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 | 15.3 | 8.8 | 18.8 | 5.2 | 1.2 | 23.3 | 15.1 | -8.0 | 13.3 | 33.5 | -32.4 |
| Sharpe Ratio | NA | 1.59 | 0.54 | 1.09 | 0.23 | 0.71 | 2.4 | 1.17 | -0.35 | 0.81 | 1.27 | -1.04 |
| Draw Down(%) | NA | 6.4 | 23.0 | 23.0 | 48.7 | 4.3 | 6.4 | 11.0 | 23.0 | 14.8 | 25.5 | 43.8 |
| Standard Deviation(%) | NA | 9.6 | 16.3 | 17.2 | 22.4 | 9.3 | 9.7 | 12.9 | 23.2 | 16.4 | 26.2 | 39.6 |
| Treynor Ratio | NA | 0.18 | 0.09 | 0.19 | 0.05 | 0.09 | 0.25 | 0.15 | -0.08 | 0.14 | 0.32 | -0.45 |
| Alpha | NA | 0.0 | -0.02 | -0.02 | -0.01 | 0.01 | 0.0 | 0.0 | -0.02 | 0.0 | 0.01 | -0.03 |
| Beta | NA | 0.87 | 1.02 | 1.0 | 0.98 | 0.72 | 0.92 | 1.03 | 1.04 | 0.96 | 1.03 | 0.92 |
| RSquared | NA | 0.9 | 0.94 | 0.95 | 0.92 | 0.79 | 0.93 | 0.93 | 0.96 | 0.97 | 0.96 | 0.88 |
| Yield(%) | N/A | 8.2 | 5.3 | 6.2 | N/A | 0.0 | 8.7 | 2.7 | 5.3 | 1.3 | 0.0 | 0.0 |
| Dividend Growth(%) | N/A | 256.7 | N/A | N/A | N/A | -100.0 | 256.7 | -55.0 | 358.5 | 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 2036-2040 Asset Class Trend Rankings |
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