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MXCLX: Maxim Lifetime 2025 II T (MUTUAL FUND)
Basic Info
Asset Class: | Target Date 2021-2025 |
MyPlanIQ Rating: | Not Rated |
Start Date: | 05/04/2009 |
Last Dividend Date: | 12/30/2015 |
12-Mo. Yield | 7.88% |
Expenses | 0.95% |
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Performance Analytics (As of 09/09/2020)
Not up-to-date? TryLast 1 Week* | 1 Yr | 3 Yr | 5 Yr | Since 05/04/2009 |
2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.0 | 0.0 | 0.0 | -0.5 | 7.8 | 0.0 | -9.1 | 0.5 | 6.3 | 7.9 | -4.0 | 12.5 | 20.7 |
Sharpe Ratio | NA | -0.45 | -0.51 | -0.59 | -0.5 | -1.27 | -0.4 | -2.35 | -1.52 | -1.11 | -1.3 | -0.44 | 0.8 |
Draw Down(%) | NA | 42.4 | 43.4 | 43.4 | 43.4 | 7.1 | 42.4 | 6.6 | 6.6 | 7.7 | 16.9 | 11.3 | 5.6 |
Standard Deviation(%) | NA | 68.5 | 40.1 | 32.3 | 28.3 | 11.9 | 68.5 | 7.7 | 8.0 | 9.7 | 17.3 | 13.9 | 14.4 |
Treynor Ratio | NA | 25.88 | -0.51 | -0.29 | -0.19 | -0.23 | 2.65 | -0.23 | -0.19 | -0.17 | -0.25 | -0.08 | 0.12 |
Alpha | NA | -1.67 | -0.59 | -0.22 | -0.16 | -0.05 | -1.83 | -0.03 | -0.47 | -0.03 | -0.02 | -0.18 | 0.0 |
Beta | NA | -0.01 | 0.4 | 0.66 | 0.73 | 0.65 | -0.1 | 0.8 | 0.65 | 0.64 | 0.88 | 0.76 | 0.98 |
RSquared | NA | 0.0 | 0.01 | 0.05 | 0.08 | 0.39 | 0.0 | 0.59 | 0.41 | 0.38 | 0.78 | 0.57 | 0.98 |
Yield(%) | N/A | 7.9 | 6.9 | 4.3 | N/A | 0.0 | 8.1 | 5.9 | 6.4 | 0.0 | 0.0 | 0.0 | 1.6 |
Dividend Growth(%) | N/A | 38.1 | N/A | N/A | N/A | -100.0 | 38.9 | -2.2 | N/A | N/A | N/A | -100.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 05/04/2009
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