Nasdaq - Delayed Quote • USD
Stand: 08:05 GMT-4. Markt geöffnet.
Fonds-Zusammenfassung
The fund invests primarily in a combination of underlying funds, which are actively managed funds or passively managed funds. The underlying funds invest in U.S. stocks, international stocks, U.S. bonds, and other debt instruments and the fund uses an asset allocation strategy designed for investors expecting to retire around the year 2050. The fund's current approximate target investment allocation among the underlying funds is as follows: 89% in equity securities and 11% in debt instruments.
Risikenübersicht
Morningstar-Risikobewertung | ★ ★ ★ ★ |
Beste 1-Jahresrendite | 24,44% |
Schlechteste 1-Jahresrendite | -- |
Anzahl der Jahre aufwärts | 4 |
Anzahl der Jahre abwärts | 1 |
Performance und Risiken
YTD-Rendite | 15,91% |
5-Jahre-Durchschnittsrendite | 10,90% |
Platzierung in Kategorie (lfd. Jahr) | 53 |
% Platzierung in Kategorie (lfd. Jahr) | -- |
Beta (5 J., monatlich) | 1,29 |
Morningstar-Risikobewertung | ★ ★ ★ ★ |
Risikokennzahlen
3 Jahre | 5 Jahre | 10 Jahre | ||||
---|---|---|---|---|---|---|
VRRMX | Durchschnitt der Kategorie | VRRMX | Durchschnitt der Kategorie | VRRMX | Durchschnitt der Kategorie | |
Alphafaktor | 2,99 | -0,02 | 2,25 | -0,01 | 0,34 | -0,01 |
BETA | 1,29 | 0,01 | 1,37 | 0,01 | 1,4 | 0,01 |
Mittlerer Jahresertrag | 0,62 | 0,01 | 0,98 | 0,01 | 0,77 | 0,01 |
Quadriert | 96,35 | 0,98 | 97,06 | 0,98 | 96,77 | 0,97 |
Standardabweichung | 16,45 | 0,17 | 17,15 | 0,14 | 14,21 | 0,13 |
Sharpe-Ratio | 0,22 | 0,01 | 0,54 | 0,01 | 0,52 | 0,01 |
Treynor-Ratio | 1,9 | 0,09 | 6,08 | 0,08 | 4,8 | 0,06 |
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