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BAGZX: Banc of America Retirement 2035 Z (MUTUAL FUND)
Basic Info
| Asset Class: | Target Date 2031-2035 |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 06/20/2006 |
| Last Dividend Date: | 12/23/2009 |
| 12-Mo. Yield | 1.86% |
| 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 | 10.0 | -5.0 | 2.9 | 8.4 | 27.1 | -35.9 | 8.9 | 18.2 |
| Sharpe Ratio | NA | 0.61 | -0.21 | 0.07 | 0.53 | 1.11 | -1.05 | 0.39 | 2.65 |
| Draw Down(%) | NA | 13.9 | 50.9 | 51.9 | 13.9 | 23.6 | 46.7 | 9.4 | 5.4 |
| Standard Deviation(%) | NA | 16.2 | 26.4 | 23.1 | 16.5 | 24.2 | 34.9 | 15.0 | 12.6 |
| Treynor Ratio | NA | 0.11 | -0.06 | 0.02 | 0.1 | 0.28 | -0.39 | 0.06 | 0.25 |
| Alpha | NA | -0.01 | -0.01 | 0.0 | -0.01 | 0.0 | -0.02 | 0.01 | -0.01 |
| Beta | NA | 0.91 | 0.95 | 0.96 | 0.91 | 0.95 | 0.95 | 1.03 | 1.31 |
| RSquared | NA | 0.9 | 0.97 | 0.97 | 0.9 | 0.96 | 1.0 | 0.99 | 0.89 |
| Yield(%) | N/A | 1.9 | 5.9 | N/A | 0.0 | 2.3 | 3.1 | 15.5 | 1.6 |
| Dividend Growth(%) | N/A | -53.8 | N/A | N/A | -100.0 | -53.8 | -81.4 | 1058.3 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/20/2006
Calculate Performance
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View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See Target Date 2031-2035 Asset Class Trend Rankings |
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