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
SHVAX: Seligman TargETFund Core A (MUTUAL FUND)
Basic Info
| Asset Class: | Retirement Income |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 10/19/2005 |
| Last Dividend Date: | 09/29/2010 |
| 12-Mo. Yield | 1.11% |
| Expenses | - |
| Sign up to get fund ranking change alerts | |
Performance Analytics (As of 12/30/2010)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | Since 10/19/2005 |
2010 | 2009 | 2008 | 2007 | 2006 | 2005 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.0 | 8.9 | -0.6 | 2.4 | 2.8 | 9.5 | 20.9 | -25.6 | 1.9 | 12.1 | 2.6 |
| Sharpe Ratio | NA | 0.81 | -0.05 | 0.05 | 0.08 | 0.87 | 1.01 | -0.95 | -0.12 | 1.28 | 1.58 |
| Draw Down(%) | NA | 7.7 | 41.6 | 43.4 | 43.4 | 7.7 | 21.1 | 38.0 | 6.9 | 4.8 | 1.7 |
| Standard Deviation(%) | NA | 10.9 | 21.1 | 17.3 | 16.9 | 10.9 | 20.6 | 27.8 | 10.1 | 6.9 | 7.0 |
| Treynor Ratio | NA | 0.05 | 0.0 | 0.0 | 0.01 | 0.05 | 0.09 | -0.11 | -0.01 | 0.06 | 0.09 |
| Alpha | NA | -0.03 | -0.04 | -0.04 | -0.03 | -0.02 | -0.04 | 0.0 | -0.04 | 0.02 | 0.01 |
| Beta | NA | 1.81 | 2.25 | 2.18 | 2.17 | 1.81 | 2.31 | 2.31 | 1.88 | 1.5 | 1.24 |
| RSquared | NA | 0.78 | 0.87 | 0.85 | 0.85 | 0.78 | 0.88 | 0.88 | 0.76 | 0.72 | 0.42 |
| Yield(%) | N/A | 1.1 | 1.7 | 2.0 | N/A | 1.1 | 2.3 | 2.5 | 2.4 | 1.6 | 0.0 |
| Dividend Growth(%) | N/A | -41.9 | N/A | N/A | N/A | -41.9 | -33.8 | 3.7 | 62.1 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 10/19/2005
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 Retirement Income Asset Class Trend Rankings |
Top Rated Funds in Retirement Income
Best Mutual Funds
- ARTAX (ONE CHOICE IN RETIREMENT PORTFOLIO A CLASS) (100%)
- ARTOX (ONE CHOICE IN RETIREMENT PORTFOLIO INVESTOR CLASS) (99%)
- FFFAX (FIDELITY FREEDOM INCOME FUND FIDELITY FREEDOM INCOME FUND) (98%)
- VTINX (VANGUARD TARGET RETIREMENT INCOME FUND INVESTOR SHARES) (97%)
- MLLIX (MFS LIFETIME INCOME FUND I) (96%)
- ATTIX (ONE CHOICE IN RETIREMENT PORTFOLIO I CLASS) (93%)
- STLAX (BLACKROCK LIFEPATH DYNAMIC RETIREMENT FUND INSTITUTIONAL SHARES) (92%)
- TRRIX (T. ROWE PRICE RETIREMENT BALANCED FUND T. ROWE PRICE RETIREMENT BALANCED FUND) (91%)
- ISWIX (VOYA SOLUTION INCOME PORTFOLIO CLASS I) (90%)
- MDRSX (MASSMUTUAL RETIRESMART IN RETIREMENT FUND SERVICE CLASS) (88%)
