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NETWX: American Indep NestEgg 2020 I (MUTUAL FUND)
Basic Info
| Asset Class: | Target Date 2016-2020 |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 07/12/2000 |
| Last Dividend Date: | 12/28/2011 |
| 12-Mo. Yield | 0.00% |
| Expenses | 0.79% |
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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(%) | -2.5 | -5.1 | 3.1 | -0.6 | 2.1 | -1.0 | -2.5 | 2.5 | 1.0 | 11.1 | 10.4 | -24.1 | -1.2 | 2.6 | 2.1 | 6.7 | 17.1 | -13.9 | -8.1 | -8.3 |
| Sharpe Ratio | NA | -0.92 | 0.41 | -0.08 | 0.1 | -0.21 | -1.97 | 0.43 | 0.11 | 1.53 | 0.96 | -1.41 | -0.42 | -0.08 | -0.01 | 0.8 | 1.8 | -0.89 | -0.8 | -1.65 |
| Draw Down(%) | NA | 5.8 | 7.1 | 34.0 | 39.1 | 39.1 | 2.5 | 5.2 | 7.1 | 5.0 | 12.5 | 30.1 | 9.4 | 6.5 | 4.8 | 6.5 | 7.2 | 23.0 | 20.3 | 11.6 |
| Standard Deviation(%) | NA | 5.6 | 7.4 | 10.7 | 9.7 | 10.9 | 5.2 | 5.7 | 9.0 | 7.2 | 10.7 | 17.7 | 10.2 | 9.0 | 6.3 | 7.3 | 9.1 | 16.9 | 13.4 | 12.6 |
| Treynor Ratio | NA | -0.13 | 0.06 | -0.01 | 0.02 | -0.04 | -0.98 | 0.05 | 0.02 | 0.2 | 0.19 | -0.41 | -0.07 | -0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Alpha | NA | -0.04 | -0.01 | -0.02 | -0.01 | -0.01 | -0.05 | -0.01 | 0.0 | 0.01 | -0.01 | -0.04 | -0.03 | -0.04 | NA | NA | NA | NA | NA | NA |
| Beta | NA | 0.41 | 0.55 | 0.57 | 0.58 | 0.58 | 0.1 | 0.52 | 0.57 | 0.56 | 0.53 | 0.6 | 0.64 | 0.93 | NA | NA | NA | NA | NA | NA |
| RSquared | NA | 0.36 | 0.8 | 0.87 | 0.63 | 0.4 | 0.02 | 0.59 | 0.93 | 0.9 | 0.88 | 0.91 | 0.51 | 0.3 | 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 | 0.9 | 1.7 | 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 | -44.9 | 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 2016-2020 Asset Class Trend Rankings |
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