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URFFX: TARGET RETIREMENT 2050 FUND TARGET RETIREMENT 2050 FUND (MUTUAL FUND)
Basic Info 16.78 0.44(2.56%) June 05
| Asset Class: | Target Date 2046-2050 |
| MyPlanIQ Rating: | (76%) |
| Start Date: | 09/26/2008 |
| Last Dividend Date: | 12/22/2025 |
| 12-Mo. Yield | 6.87% |
| Expenses | 0.57% |
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Performance Analytics (As of 05/29/2026)
Not up-to-date? Try| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Inception** | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -2.0 | 9.5 | 22.9 | 17.6 | 6.6 | 8.6 | 7.4 | 7.6 | 19.4 | 13.1 | 18.1 | -22.4 | 13.9 | 5.8 | 20.2 | -9.0 | 19.4 | 9.0 | -2.5 | 3.0 | 18.8 | 15.0 | -5.3 | 16.7 | 31.9 | -23.3 |
| Sharpe Ratio | NA | 2.17 | 2.18 | 1.3 | 0.32 | 0.48 | NA | 0.38 | 1.2 | 0.89 | 1.32 | -1.11 | 1.12 | 0.2 | 2.19 | -0.84 | 3.39 | 0.78 | -0.2 | 0.31 | 1.92 | 1.17 | -0.23 | 0.89 | 1.26 | -0.98 |
| Draw Down(%) | NA | 7.9 | 7.9 | 13.8 | 26.1 | 30.0 | NA | 39.8 | 13.8 | 7.2 | 9.4 | 23.8 | 6.9 | 30.0 | 5.0 | 17.6 | 1.7 | 9.0 | 12.6 | 8.5 | 7.0 | 11.8 | 21.8 | 14.2 | 23.8 | 38.4 |
| Standard Deviation(%) | NA | 13.3 | 10.9 | 12.1 | 14.5 | 14.8 | NA | 17.5 | 13.8 | 10.5 | 11.0 | 21.6 | 12.4 | 27.2 | 8.5 | 12.5 | 5.5 | 11.4 | 12.3 | 9.7 | 9.8 | 12.8 | 23.3 | 18.6 | 25.1 | 65.2 |
| Treynor Ratio | NA | 0.31 | 0.28 | 0.21 | 0.06 | 0.09 | NA | 0.08 | 0.24 | 0.12 | 0.18 | -0.3 | 0.16 | 0.08 | 0.29 | -0.15 | 0.25 | 0.11 | -0.03 | 0.04 | 0.23 | 0.16 | -0.05 | 0.16 | 0.35 | -0.69 |
| Alpha | NA | 0.01 | 0.0 | 0.0 | -0.02 | -0.01 | NA | -0.01 | 0.02 | -0.02 | -0.01 | -0.04 | -0.03 | -0.03 | 0.0 | -0.03 | 0.01 | 0.0 | -0.01 | -0.03 | -0.02 | 0.0 | -0.03 | 0.01 | 0.02 | 0.0 |
| Beta | NA | 0.93 | 0.85 | 0.76 | 0.78 | 0.75 | NA | 0.84 | 0.7 | 0.78 | 0.8 | 0.79 | 0.87 | 0.73 | 0.66 | 0.7 | 0.76 | 0.83 | 0.76 | 0.76 | 0.83 | 0.94 | 0.98 | 1.01 | 0.9 | 0.93 |
| RSquared | NA | 0.89 | 0.85 | 0.88 | 0.84 | 0.86 | NA | 0.9 | 0.9 | 0.88 | 0.9 | 0.8 | 0.85 | 0.86 | 0.92 | 0.94 | 0.83 | 0.92 | 0.92 | 0.81 | 0.89 | 0.87 | 0.97 | 0.96 | 0.96 | 0.98 |
| Yield(%) | N/A | 0.0 | N/A | N/A | N/A | N/A | N/A | N/A | 7.3 | 4.1 | 3.9 | 1.9 | 5.2 | 1.8 | 12.6 | 8.4 | 6.2 | 4.2 | 2.4 | 3.5 | 4.4 | 2.0 | 1.2 | 1.0 | 1.5 | 1.1 |
| Dividend Growth(%) | N/A | -100.0 | N/A | N/A | N/A | N/A | N/A | N/A | 94.3 | 20.3 | 50.4 | -59.2 | 192.0 | -84.3 | 23.7 | 52.1 | 60.4 | 59.7 | -29.2 | -11.4 | 149.5 | 57.5 | 29.6 | -12.5 | 5.7 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 09/24/2008
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