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MXILX: Great-West Lifetime 2035 II T (MUTUAL FUND)
Basic Info
Asset Class: | Target Date 2031-2035 |
MyPlanIQ Rating: | Not Rated |
Start Date: | 05/04/2009 |
Last Dividend Date: | 12/30/2015 |
12-Mo. Yield | 8.35% |
Expenses | 0.12% |
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Performance Analytics (As of 09/11/2020)
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 | -0.6 | 8.9 | -1.2 | -10.4 | 1.1 | 13.4 | 9.2 | -6.2 | 14.2 | 23.6 |
Sharpe Ratio | NA | -0.39 | -0.4 | -0.47 | -0.37 | -1.19 | -0.34 | -1.75 | -0.52 | -0.8 | -1.13 | -0.26 | 0.93 |
Draw Down(%) | NA | 49.5 | 50.1 | 50.1 | 50.1 | 9.7 | 49.5 | 8.9 | 6.8 | 10.1 | 20.9 | 13.4 | 6.8 |
Standard Deviation(%) | NA | 84.3 | 49.4 | 39.8 | 34.8 | 16.0 | 84.2 | 9.9 | 9.7 | 11.8 | 21.9 | 17.0 | 17.5 |
Treynor Ratio | NA | -3.07 | -0.45 | -0.27 | -0.17 | -0.27 | -7.02 | -0.29 | -0.07 | -0.14 | -0.28 | -0.06 | 0.16 |
Alpha | NA | -1.43 | -0.55 | -0.19 | -0.14 | -0.06 | -1.53 | -0.04 | -0.35 | -0.02 | -0.02 | -0.17 | 0.0 |
Beta | NA | 0.11 | 0.43 | 0.69 | 0.75 | 0.7 | 0.04 | 0.6 | 0.74 | 0.68 | 0.89 | 0.77 | 1.0 |
RSquared | NA | 0.0 | 0.01 | 0.05 | 0.08 | 0.39 | 0.0 | 0.3 | 0.53 | 0.44 | 0.76 | 0.58 | 0.98 |
Yield(%) | N/A | 8.4 | 7.2 | 4.5 | N/A | 0.0 | 8.7 | 6.1 | 5.8 | 0.0 | 0.0 | 0.0 | 1.0 |
Dividend Growth(%) | N/A | 43.2 | N/A | N/A | N/A | -100.0 | 43.2 | 19.5 | 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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