It is the internal testing website that you are visiting. Please go to our official customer website (www.myplaniq.com).
Find A Portfolio/Ticker
Comparison Box
URTNX: TARGET RETIREMENT 2020 FUND TARGET RETIREMENT 2020 FUND (MUTUAL FUND)
Basic Info
| Asset Class: | Target Date 2016-2020 |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 10/15/2008 |
| Last Dividend Date: | 12/27/2019 |
| 12-Mo. Yield | 9.77% |
| Expenses | 0.57% |
| Sign up to get fund ranking change alerts | |
Performance Analytics (As of 11/30/2020)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 10/15/2008 |
2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.0 | 2.1 | 3.3 | 5.5 | 5.3 | 7.6 | 1.0 | 13.8 | -4.9 | 12.7 | 7.6 | -2.4 | 3.4 | 9.2 | 11.3 | 0.5 | 13.3 | 28.1 | 2.8 |
| Sharpe Ratio | NA | -1.29 | -2.13 | -2.43 | -2.19 | -1.41 | -0.92 | 2.83 | -0.9 | 3.66 | 1.1 | -0.35 | 0.65 | 1.72 | 1.94 | 0.05 | 1.74 | 2.0 | 0.45 |
| Draw Down(%) | NA | 13.2 | 13.2 | 13.2 | 13.2 | 16.4 | 13.2 | 2.3 | 9.9 | 1.1 | 5.1 | 8.2 | 4.4 | 5.1 | 4.9 | 10.4 | 5.8 | 16.4 | 13.2 |
| Standard Deviation(%) | NA | 10.8 | 7.8 | 7.0 | 6.9 | 8.8 | 11.3 | 4.4 | 6.9 | 3.3 | 6.7 | 7.0 | 5.3 | 5.3 | 5.8 | 10.1 | 7.6 | 14.0 | 31.1 |
| Treynor Ratio | NA | -0.58 | -2.42 | -1.99 | -1.01 | -0.5 | -0.43 | 7.29 | -0.44 | 0.14 | 0.09 | -0.03 | 0.05 | 0.13 | 0.17 | 0.01 | 0.22 | 0.39 | 0.2 |
| Alpha | NA | -0.05 | -0.06 | -0.06 | -0.05 | -0.04 | -0.04 | 0.04 | -0.02 | 0.0 | 0.01 | -0.01 | -0.01 | -0.01 | 0.01 | 0.0 | 0.02 | 0.04 | 0.01 |
| Beta | NA | 0.24 | 0.07 | 0.09 | 0.15 | 0.24 | 0.24 | 0.02 | 0.14 | 0.86 | 0.82 | 0.82 | 0.73 | 0.72 | 0.66 | 0.66 | 0.61 | 0.72 | 0.7 |
| RSquared | NA | 0.31 | 0.1 | 0.12 | 0.2 | 0.33 | 0.31 | 0.04 | 0.2 | 0.89 | 0.98 | 0.98 | 0.79 | 0.93 | 0.89 | 0.98 | 0.96 | 0.96 | 0.97 |
| Yield(%) | N/A | 9.8 | 7.7 | 6.5 | 5.3 | N/A | 0.0 | 11.0 | 7.5 | 7.9 | 4.0 | 3.3 | 4.1 | 3.8 | 3.3 | 3.2 | 3.1 | 3.8 | 1.8 |
| Dividend Growth(%) | N/A | 28.4 | 128.7 | 98.4 | N/A | N/A | -100.0 | 28.4 | -1.4 | 108.8 | 13.6 | -19.3 | 9.2 | 25.6 | 1.1 | 11.9 | 3.1 | 110.6 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 10/15/2008
Calculate Performance
Start date (MM/dd/yyyy)
End date (MM/dd/yyyy)
|
View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See Target Date 2016-2020 Asset Class Trend Rankings |
Top Rated Funds in Target Date 2016-2020
Best Mutual Funds
- TRRBX (T.ROWE PRICE RETIREMENT 2020 FUND T. ROWE PRICE RETIREMENT 2020 FUND) (100%)
- FFFDX (FIDELITY FREEDOM 2020 FUND FIDELITY FREEDOM 2020 FUND) (98%)
- SWCRX (SCHWAB TARGET 2020 FUND SCHWAB TARGET 2020 FUND) (96%)
- TCLTX (TIAA-CREF LIFECYCLE 2020 FUND RETIREMENT CLASS) (94%)
- FDIFX (FIDELITY ADVISOR FREEDOM 2020 FUND CLASS I) (92%)
- PLWIX (PRINCIPAL LIFETIME 2020 FUND INSTITUTIONAL CLASS) (90%)
- PTBPX (PRINCIPAL LIFETIME 2020 FUND R-5) (88%)
- SPGRX (DEUTSCHE MULTI-ASSET GLOBAL ALLOCATION FUND CLASS S) (86%)
- MRTSX (MASSMUTUAL RETIRESMART 2020 FUND SERVICE CLASS) (82%)
- MRTYX (MASSMUTUAL RETIRESMART 2020 FUND ADMINISTRATIVE CLASS) (80%)
Latest Articles Related to URTNX
Register for FREE
No Credit Card Required
Or Start FREE 30-day trial now >>
Or Start FREE 30-day trial now >>
