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BAAZX: Banc of America Retirement 2005 Z (MUTUAL FUND)
Basic Info
| Asset Class: | Target Date 2000-2010 |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 06/20/2006 |
| Last Dividend Date: | 12/23/2009 |
| 12-Mo. Yield | 2.98% |
| Expenses | - |
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Performance Analytics (As of 12/10/2010)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | Since 06/20/2006 |
2010 | 2009 | 2008 | 2007 | 2006 | |
|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.0 | 6.6 | -1.5 | 5.9 | 5.9 | 22.2 | -24.9 | 7.6 | 23.5 |
| Sharpe Ratio | NA | 0.71 | -0.12 | 0.32 | 0.65 | 1.51 | -1.22 | 0.47 | 4.27 |
| Draw Down(%) | NA | 8.0 | 36.1 | 37.0 | 8.0 | 15.4 | 34.1 | 6.1 | 3.8 |
| Standard Deviation(%) | NA | 9.2 | 15.9 | 14.2 | 9.4 | 14.6 | 21.2 | 9.6 | 10.6 |
| Treynor Ratio | NA | 0.04 | -0.01 | 0.03 | 0.04 | 0.13 | -0.14 | 0.02 | 0.2 |
| Alpha | NA | -0.02 | -0.02 | -0.01 | -0.03 | -0.01 | -0.02 | -0.02 | 0.05 |
| Beta | NA | 1.53 | 1.71 | 1.74 | 1.53 | 1.64 | 1.79 | 1.8 | 2.27 |
| RSquared | NA | 0.75 | 0.88 | 0.86 | 0.75 | 0.89 | 0.91 | 0.77 | 0.7 |
| Yield(%) | N/A | 3.0 | 3.0 | N/A | 0.0 | 3.6 | 3.8 | 3.3 | 6.5 |
| Dividend Growth(%) | N/A | -31.8 | N/A | N/A | -100.0 | -31.8 | 17.5 | -39.5 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/20/2006
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View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See Target Date 2000-2010 Asset Class Trend Rankings |
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