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MTTKX: TARGET 2040 SERIES CLASS K (MUTUAL FUND)
Basic Info
| Asset Class: | Target Date 2036-2040 |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 04/02/2008 |
| Last Dividend Date: | 06/22/2020 |
| 12-Mo. Yield | 0.13% |
| 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 | -17.7 | -1.8 | 5.8 | 5.0 | 4.3 | 0.0 | -15.8 | 24.1 | -5.8 | 20.8 | 4.2 | -5.1 | 5.3 | 24.4 | 15.9 | -7.3 | 14.2 | 34.0 | -32.0 |
| Sharpe Ratio | NA | -0.52 | -0.13 | 0.29 | 0.29 | 0.21 | 0.0 | -0.46 | 2.96 | -0.62 | 3.57 | 0.33 | -0.41 | 0.53 | 2.48 | 1.25 | -0.32 | 0.86 | 1.3 | -1.03 |
| Draw Down(%) | NA | 26.5 | 26.5 | 26.5 | 26.5 | 48.5 | 0.0 | 26.5 | 3.1 | 13.7 | 2.4 | 9.0 | 13.2 | 10.0 | 6.4 | 10.9 | 22.6 | 14.6 | 25.5 | 43.6 |
| Standard Deviation(%) | NA | 34.4 | 21.4 | 17.6 | 16.2 | 19.3 | NA | 34.4 | 7.6 | 11.5 | 5.7 | 12.0 | 12.6 | 10.0 | 9.8 | 12.8 | 23.2 | 16.4 | 26.1 | 39.6 |
| Treynor Ratio | NA | -0.23 | -0.04 | 0.08 | 0.06 | 0.05 | NA | -0.21 | 1.03 | -0.11 | 0.23 | 0.04 | -0.05 | 0.05 | 0.26 | 0.16 | -0.07 | 0.15 | 0.33 | -0.44 |
| Alpha | NA | -0.11 | -0.03 | -0.01 | -0.01 | -0.01 | 0.0 | -0.1 | 0.06 | -0.01 | 0.01 | -0.01 | -0.01 | -0.01 | 0.01 | 0.0 | -0.02 | 0.0 | 0.02 | -0.02 |
| Beta | NA | 0.77 | 0.62 | 0.66 | 0.8 | 0.87 | 0.0 | 0.78 | 0.22 | 0.67 | 0.89 | 0.91 | 0.94 | 0.98 | 0.93 | 1.03 | 1.05 | 0.96 | 1.03 | 0.92 |
| RSquared | NA | 0.43 | 0.4 | 0.45 | 0.64 | 0.76 | 0.0 | 0.44 | 0.26 | 0.75 | 0.78 | 0.9 | 0.94 | 0.92 | 0.93 | 0.94 | 0.97 | 0.97 | 0.96 | 0.88 |
| Yield(%) | N/A | 0.1 | 2.5 | 2.8 | 6.3 | N/A | 0.0 | 0.1 | 1.1 | 6.5 | 2.7 | 1.2 | 15.5 | 18.2 | 9.2 | 3.4 | 5.8 | 1.8 | 0.0 | 0.0 |
| Dividend Growth(%) | N/A | -84.9 | -60.3 | -80.7 | N/A | N/A | -100.0 | -84.9 | -86.0 | 186.0 | 146.8 | -94.2 | -24.8 | 121.6 | 207.9 | -49.5 | 267.1 | 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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