Find A Portfolio/Ticker
Comparison Box
MXESX: GREAT-WEST SECUREFOUNDATION LIFETIME 2040 FUND SERVICE CLASS (MUTUAL FUND)
Basic Info
| Asset Class: | Target Date 2036-2040 |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 02/01/2011 |
| Last Dividend Date: | 09/07/2021 |
| 12-Mo. Yield | 9.34% |
| Expenses | 0.74% |
| Sign up to get fund ranking change alerts | |
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 | -35.9 | -8.3 | -1.3 | 3.4 | 3.3 | -40.1 | 13.3 | 22.3 | -8.9 | 17.0 | 7.7 | -1.7 | 5.8 | 24.0 | 13.6 | -6.6 |
| Sharpe Ratio | NA | -0.63 | -0.24 | -0.06 | 0.12 | 0.08 | -0.74 | 0.49 | 2.19 | -0.25 | 2.47 | 0.57 | -0.13 | 0.55 | 1.97 | 1.11 | -0.3 |
| Draw Down(%) | NA | 42.1 | 42.1 | 42.1 | 42.1 | 42.1 | 42.1 | 29.2 | 5.6 | 29.5 | 2.0 | 10.3 | 12.0 | 8.2 | 6.4 | 10.9 | 21.3 |
| Standard Deviation(%) | NA | 56.7 | 36.6 | 33.7 | 25.5 | 25.4 | 61.1 | 26.5 | 9.5 | 40.9 | 6.7 | 13.1 | 13.6 | 10.6 | 12.2 | 12.3 | 24.2 |
| Treynor Ratio | NA | -0.55 | -0.12 | -0.03 | 0.04 | 0.03 | -0.75 | 0.14 | 0.69 | -0.31 | 0.23 | 0.11 | -0.03 | 0.1 | 0.31 | 0.19 | -0.07 |
| Alpha | NA | -0.18 | -0.06 | -0.02 | -0.01 | -0.01 | -0.22 | 0.0 | 0.05 | 0.0 | 0.01 | 0.01 | 0.0 | 0.01 | 0.02 | 0.01 | 0.0 |
| Beta | NA | 0.66 | 0.74 | 0.66 | 0.69 | 0.73 | 0.6 | 0.93 | 0.3 | 0.33 | 0.72 | 0.71 | 0.7 | 0.6 | 0.77 | 0.73 | 0.97 |
| RSquared | NA | 0.02 | 0.23 | 0.14 | 0.19 | 0.23 | 0.02 | 0.9 | 0.31 | 0.01 | 0.36 | 0.47 | 0.44 | 0.31 | 0.4 | 0.51 | 0.81 |
| Yield(%) | N/A | 9.3 | 11.7 | 10.1 | 8.5 | N/A | 8.7 | 10.4 | 10.5 | 12.2 | 4.8 | 2.2 | 3.7 | 3.7 | 8.3 | 0.0 | 0.0 |
| Dividend Growth(%) | N/A | -29.2 | 147.6 | 226.9 | N/A | N/A | -15.8 | 10.1 | -31.0 | 187.2 | 135.0 | -44.3 | -0.2 | -48.8 | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 02/01/2011
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 Target Date 2036-2040 Asset Class Trend Rankings |
Top Rated Funds in Target Date 2036-2040
Best Mutual Funds
- TRRDX (T. ROWE PRICE RETIREMENT 2040 FUND T. ROWE PRICE RETIREMENT 2040 FUND) (100%)
- MLFIX (MFS LIFETIME 2040 FUND I) (99%)
- SWERX (SCHWAB TARGET 2040 FUND SCHWAB TARGET 2040 FUND) (96%)
- FFFFX (FIDELITY FREEDOM 2040 FUND FIDELITY FREEDOM 2040 FUND) (95%)
- PTDIX (PRINCIPAL LIFETIME 2040 FUND INSTITUTIONAL CLASS) (94%)
- PTDPX (PRINCIPAL LIFETIME 2040 FUND R-5) (93%)
- STLEX (BLACKROCK LIFEPATH DYNAMIC 2040 FUND INSTITUTIONAL SHARES) (92%)
- TCLOX (TIAA-CREF LIFECYCLE 2040 FUND RETIREMENT CLASS) (91%)
- FIFFX (FIDELITY ADVISOR FREEDOM 2040 FUND CLASS I) (88%)
- PRZZX (Putnam Retirement Ready 2040 Cl Y Shs) (87%)
Latest Articles Related to MXESX
Register for FREE
No Credit Card Required
Or Start FREE 30-day trial now >>
Or Start FREE 30-day trial now >>
