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TDH: Deutsche X-trackers 2020 Target Date (ETF)
Basic Info
| Asset Class: | Target Date 2016-2020 |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 10/19/2007 |
| Last Dividend Date: | 12/19/2014 |
| 12-Mo. Yield | 0.90% |
| Expenses | 0.65% |
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Performance Analytics (As of 05/18/2015)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | Since 10/19/2007 |
2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 1.3 | 7.4 | 12.1 | 8.1 | 3.5 | 5.7 | 1.2 | 23.8 | 2.6 | 0.9 | 8.5 | 13.6 | -21.9 | -1.4 |
| Sharpe Ratio | NA | 0.29 | 0.47 | 0.34 | 0.14 | 0.82 | 0.04 | 0.93 | 0.16 | 0.03 | 0.6 | 0.52 | -0.8 | -0.63 |
| Draw Down(%) | NA | 8.7 | 12.1 | 12.3 | 42.1 | 4.5 | 12.1 | 7.5 | 10.3 | 12.3 | 9.8 | 23.2 | 34.8 | 4.9 |
| Standard Deviation(%) | NA | 25.6 | 26.0 | 24.0 | 24.3 | 19.3 | 32.6 | 25.5 | 15.8 | 25.9 | 13.9 | 25.8 | 28.4 | 14.8 |
| Treynor Ratio | NA | 0.86 | 0.32 | 0.14 | 0.06 | -0.41 | 0.04 | 0.49 | 0.04 | 0.01 | 0.13 | 0.3 | -0.44 | -0.13 |
| Alpha | NA | 0.02 | 0.02 | 0.0 | 0.01 | 0.08 | 0.02 | 0.07 | -0.01 | 0.01 | 0.0 | 0.02 | -0.03 | -0.02 |
| Beta | NA | 0.09 | 0.38 | 0.58 | 0.53 | -0.39 | 0.29 | 0.48 | 0.6 | 0.72 | 0.63 | 0.45 | 0.52 | 0.71 |
| RSquared | NA | 0.0 | 0.01 | 0.06 | 0.11 | 0.02 | 0.0 | 0.02 | 0.1 | 0.18 | 0.31 | 0.11 | 0.26 | 0.48 |
| Yield(%) | N/A | 0.9 | 1.2 | 1.6 | N/A | 0.0 | 0.9 | 1.1 | 1.3 | 1.6 | 2.5 | 2.5 | 2.4 | 0.4 |
| Dividend Growth(%) | N/A | -1.2 | -42.1 | N/A | N/A | -100.0 | -1.2 | -16.2 | -18.9 | -30.7 | 11.2 | -20.2 | 436.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 10/19/2007
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See Target Date 2016-2020 Asset Class Trend Rankings |
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