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MTHIX: TARGET 2010 SERIES CLASS I (MUTUAL FUND)
Basic Info
| Asset Class: | Target Date 2000-2010 |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 04/02/2008 |
| Last Dividend Date: | 06/19/2015 |
| 12-Mo. Yield | 8.76% |
| Expenses | 0.86% |
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Performance Analytics (As of 09/18/2015)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | Since 04/02/2008 |
2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -4.9 | -8.8 | 2.1 | 4.5 | 3.1 | -7.5 | 4.1 | 9.8 | 10.7 | 0.5 | 10.9 | 17.3 | -18.0 |
| Sharpe Ratio | NA | -1.29 | 0.39 | 0.66 | 0.29 | -1.39 | 0.98 | 2.08 | 2.04 | 0.05 | 1.4 | 1.29 | -1.14 |
| Draw Down(%) | NA | 9.4 | 9.4 | 10.3 | 29.2 | 9.4 | 4.1 | 4.8 | 3.9 | 10.3 | 6.2 | 13.9 | 25.5 |
| Standard Deviation(%) | NA | 6.9 | 5.3 | 6.8 | 10.3 | 7.5 | 4.1 | 4.7 | 5.3 | 10.7 | 7.7 | 13.3 | 21.0 |
| Treynor Ratio | NA | -0.08 | 0.02 | 0.03 | 0.02 | -0.1 | 0.03 | 0.09 | 0.08 | 0.0 | 0.08 | 0.12 | -0.16 |
| Alpha | NA | -0.04 | -0.01 | -0.01 | -0.01 | -0.04 | -0.01 | 0.01 | 0.0 | -0.03 | -0.01 | -0.01 | -0.01 |
| Beta | NA | 1.1 | 1.13 | 1.35 | 1.43 | 1.06 | 1.17 | 1.13 | 1.3 | 1.65 | 1.36 | 1.41 | 1.5 |
| RSquared | NA | 0.46 | 0.62 | 0.75 | 0.79 | 0.38 | 0.81 | 0.87 | 0.8 | 0.86 | 0.88 | 0.79 | 0.81 |
| Yield(%) | N/A | 8.8 | 7.0 | 7.4 | N/A | 0.4 | 9.4 | 6.8 | 6.0 | 11.7 | 4.1 | 0.0 | 0.0 |
| Dividend Growth(%) | N/A | 36.2 | 26.8 | N/A | N/A | -95.8 | 39.8 | 19.2 | -54.2 | 206.7 | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 04/02/2008
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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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