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NEFYX: American Indep NestEgg 2040 I (MUTUAL FUND)
Basic Info
| Asset Class: | Target Date 2036-2040 |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 07/12/2000 |
| Last Dividend Date: | 12/28/2011 |
| 12-Mo. Yield | 0.00% |
| Expenses | 0.83% |
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Performance Analytics (As of 03/26/2013)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 07/12/2000 |
2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -2.6 | -10.6 | 1.7 | -1.2 | 2.2 | -2.4 | -2.6 | 1.9 | -4.5 | 14.5 | 22.7 | -34.5 | -2.9 | -2.3 | 4.4 | 10.8 | 27.6 | -19.8 | -14.0 | -13.0 |
| Sharpe Ratio | NA | -0.87 | 0.11 | -0.07 | 0.07 | -0.21 | -1.95 | 0.15 | -0.23 | 1.02 | 1.23 | -1.25 | -0.39 | -0.33 | 0.23 | 0.89 | 1.88 | -0.91 | -0.83 | -1.57 |
| Draw Down(%) | NA | 11.8 | 18.9 | 45.8 | 54.2 | 55.2 | 2.6 | 12.0 | 18.9 | 11.1 | 19.5 | 41.4 | 12.9 | 12.8 | 7.1 | 8.1 | 12.0 | 30.3 | 30.0 | 17.5 |
| Standard Deviation(%) | NA | 12.2 | 15.7 | 19.1 | 17.0 | 17.7 | 5.6 | 12.8 | 19.4 | 14.2 | 18.3 | 28.1 | 15.4 | 17.0 | 9.7 | 11.0 | 14.3 | 23.1 | 20.0 | 18.8 |
| Treynor Ratio | NA | -0.18 | 0.02 | -0.02 | 0.01 | -0.05 | -1.34 | 0.02 | -0.05 | 0.18 | 0.32 | -0.47 | -0.07 | -0.05 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Alpha | NA | -0.07 | -0.04 | -0.04 | -0.02 | -0.02 | -0.06 | -0.03 | -0.01 | 0.01 | 0.01 | -0.05 | -0.04 | -0.07 | NA | NA | NA | NA | NA | NA |
| Beta | NA | 0.6 | 0.82 | 0.76 | 0.78 | 0.78 | 0.08 | 0.79 | 0.87 | 0.82 | 0.71 | 0.75 | 0.86 | 1.17 | NA | NA | NA | NA | NA | NA |
| RSquared | NA | 0.37 | 0.83 | 0.89 | 0.68 | 0.48 | 0.03 | 0.56 | 0.96 | 0.95 | 0.94 | 0.95 | 0.65 | 0.2 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Yield(%) | N/A | 0.0 | 0.9 | 0.5 | 0.3 | N/A | 0.0 | 0.0 | 1.0 | 1.8 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Dividend Growth(%) | N/A | -100.0 | N/A | N/A | N/A | N/A | N/A | -100.0 | -38.9 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 07/12/2000
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See Target Date 2036-2040 Asset Class Trend Rankings |
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