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MXFSX: GREAT-WEST SECUREFOUNDATION LIFETIME 2050 FUND INVESTOR CLASS (MUTUAL FUND)
Basic Info
Asset Class: | Target Date 2046-2050 |
MyPlanIQ Rating: | Not Rated |
Start Date: | 02/01/2011 |
Last Dividend Date: | 09/07/2021 |
12-Mo. Yield | 23.83% |
Expenses | 0.66% |
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Performance Analytics (As of 12/30/2021)
Not up-to-date? TryLast 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Inception** | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.0 | -48.1 | -10.0 | -4.9 | 2.2 | 1.3 | -48.1 | 13.4 | 23.9 | -9.9 | 18.2 | 8.7 | -2.0 | 5.5 | 24.7 | 13.9 | -7.2 |
Sharpe Ratio | NA | -0.79 | -0.27 | -0.18 | 0.07 | 0.04 | -0.79 | 0.44 | 2.12 | -0.72 | 2.37 | 0.62 | -0.14 | 0.5 | 2.08 | 1.09 | -0.32 |
Draw Down(%) | NA | 48.1 | 48.1 | 48.1 | 48.1 | 48.1 | 48.1 | 32.5 | 6.3 | 17.9 | 2.2 | 10.9 | 12.9 | 8.5 | 6.7 | 11.4 | 21.9 |
Standard Deviation(%) | NA | 61.1 | 39.7 | 31.7 | 24.1 | 24.2 | 61.3 | 30.0 | 10.6 | 15.5 | 7.5 | 13.9 | 14.1 | 11.0 | 11.9 | 12.8 | 24.8 |
Treynor Ratio | NA | -0.61 | -0.13 | -0.07 | 0.02 | 0.01 | -0.61 | 0.16 | 0.32 | -0.25 | 0.29 | 0.13 | -0.04 | 0.1 | 0.36 | 0.2 | -0.09 |
Alpha | NA | -0.29 | -0.1 | -0.06 | -0.03 | -0.03 | -0.29 | -0.01 | 0.01 | -0.03 | 0.02 | 0.01 | -0.01 | 0.0 | 0.01 | 0.01 | -0.02 |
Beta | NA | 0.79 | 0.82 | 0.76 | 0.72 | 0.75 | 0.79 | 0.84 | 0.71 | 0.46 | 0.62 | 0.64 | 0.57 | 0.52 | 0.69 | 0.7 | 0.91 |
RSquared | NA | 0.05 | 0.31 | 0.29 | 0.31 | 0.36 | 0.05 | 0.94 | 0.71 | 0.25 | 0.3 | 0.37 | 0.4 | 0.3 | 0.42 | 0.48 | 0.78 |
Yield(%) | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 7.3 | 0.0 | 0.0 |
Dividend Growth(%) | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 01/31/2011
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