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MXASX: GREAT-WEST SECUREFOUNDATION LIFETIME 2030 FUND SERVICE CLASS (MUTUAL FUND)
Basic Info
| Asset Class: | Target Date 2026-2030 |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 02/01/2011 |
| Last Dividend Date: | 10/13/2021 |
| 12-Mo. Yield | 12.84% |
| Expenses | 0.70% |
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Performance Analytics (As of 11/09/2021)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 02/01/2011 |
2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.0 | -35.4 | -8.0 | -2.1 | 2.7 | 3.1 | -38.6 | 12.3 | 18.0 | -6.3 | 13.2 | 6.3 | -0.5 | 5.6 | 19.2 | 12.2 | -4.9 |
| Sharpe Ratio | NA | -0.76 | -0.29 | -0.11 | 0.11 | 0.08 | -0.86 | 0.65 | 2.5 | -0.25 | 2.43 | 0.61 | -0.05 | 0.65 | 1.97 | 1.14 | -0.26 |
| Draw Down(%) | NA | 39.6 | 39.6 | 39.6 | 39.6 | 39.6 | 39.6 | 21.3 | 3.7 | 23.1 | 1.7 | 7.6 | 9.2 | 6.7 | 5.7 | 8.8 | 18.2 |
| Standard Deviation(%) | NA | 46.9 | 29.3 | 26.6 | 20.2 | 20.2 | 50.6 | 18.4 | 6.6 | 30.8 | 5.2 | 10.0 | 10.5 | 8.7 | 9.7 | 10.8 | 20.7 |
| Treynor Ratio | NA | -0.53 | -0.11 | -0.04 | 0.03 | 0.02 | -0.69 | 0.14 | 0.24 | -0.23 | 0.32 | 0.1 | -0.01 | 0.1 | 0.27 | 0.18 | -0.06 |
| Alpha | NA | -0.19 | -0.06 | -0.03 | -0.01 | -0.01 | -0.22 | 0.0 | 0.02 | 0.0 | 0.03 | 0.01 | 0.01 | 0.01 | 0.02 | 0.02 | 0.01 |
| Beta | NA | 0.67 | 0.82 | 0.74 | 0.72 | 0.76 | 0.63 | 0.84 | 0.7 | 0.34 | 0.4 | 0.61 | 0.61 | 0.55 | 0.71 | 0.68 | 0.93 |
| RSquared | NA | 0.02 | 0.22 | 0.14 | 0.19 | 0.24 | 0.02 | 0.97 | 0.69 | 0.01 | 0.14 | 0.42 | 0.41 | 0.29 | 0.42 | 0.46 | 0.8 |
| Yield(%) | N/A | 12.8 | 11.2 | 9.1 | 7.5 | N/A | 11.8 | 7.9 | 8.5 | 10.0 | 4.3 | 1.9 | 3.7 | 3.5 | 5.7 | 0.0 | 0.0 |
| Dividend Growth(%) | N/A | 39.9 | 166.2 | 249.6 | N/A | N/A | 55.1 | 1.2 | -28.3 | 151.3 | 139.7 | -51.0 | 6.5 | -30.4 | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 02/01/2011
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