Target 2030 Total Risk Alpha

TWRRX Fund  USD 14.76  -0.03  -0.20%   
The Total Risk Alpha reading for Target 2030 Fund is computed from historical trading observations. Values reflect historical observations within the available dataset. Normalization methods and data feeds may affect reported values. Diversification context is available through World Market Map. Diversification context helps frame allocation across holdings. Diversified allocation aims to distribute exposure across multiple positions. The data shown is informational and should not be interpreted as guidance. This includes a position in Target 2030 Fund. The position sits inside the allocation mix. Also, note that the market value of any mutual fund could be closely tied with the direction of predictive economic indicators such as signals in main economic indicators.
Target 2030 Fund has current Total Risk Alpha of 0.1485. The total risk alpha measures the performance of an asset by comparing its returns with those of a selected benchmark portfolio.

Total Risk Alpha

 = 

RFR + (ER[b] - ER[a])

x

STD[a] / STD[b]

 = 
0.1485
ER[a] = Expected return on investing in Target 2030
ER[b] = Expected return on market index or selected benchmark
STD[a] =   Standard Deviation of returns on Target 2030
STD[b] = Standard Deviation of selected market or benchmark
RFR = Risk Free Rate of return. Typically T-Bill Rate

Total Risk Alpha Peers Comparison

Total Risk Alpha Relative To Other Indicators

Target 2030 Fund is rated fourth in total risk alpha among similar funds. It is currently under evaluation in maximum drawdown among similar funds reporting about 41.97 of Maximum Drawdown per Total Risk Alpha. At 41.97 , Target 2030 Fund's Maximum Drawdown-to-Total Risk Alpha multiple reflects the spread between these metrics
The benchmark portfolio represents the market risk matched to the total risk of the stock ETF or fund. Compare Target 2030 to Peers

Other Technical Indicators