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MXJLX: Great-West Lifetime 2035 II T1 (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 | 8.25% |
| Expenses | 0.22% |
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Performance Analytics (As of 09/09/2020)
Not up-to-date? Try| Last 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 | 8.8 | -1.2 | -10.4 | 1.1 | 13.5 | 9.1 | -6.3 | 14.1 | 23.6 |
| Sharpe Ratio | NA | -0.41 | -0.42 | -0.49 | -0.39 | -1.18 | -0.36 | -1.75 | -0.52 | -0.82 | -1.13 | -0.27 | 0.93 |
| Draw Down(%) | NA | 47.9 | 48.6 | 48.6 | 48.6 | 9.7 | 47.9 | 8.9 | 6.8 | 10.1 | 20.8 | 13.3 | 6.8 |
| Standard Deviation(%) | NA | 80.1 | 46.9 | 38.0 | 33.3 | 16.0 | 79.9 | 9.9 | 9.7 | 11.7 | 21.9 | 17.0 | 17.5 |
| Treynor Ratio | NA | -2.61 | -0.44 | -0.27 | -0.17 | -0.27 | -4.66 | -0.29 | -0.07 | -0.14 | -0.27 | -0.06 | 0.16 |
| Alpha | NA | -1.41 | -0.54 | -0.19 | -0.14 | -0.06 | -1.51 | -0.04 | -0.36 | -0.02 | -0.02 | -0.17 | 0.0 |
| Beta | NA | 0.13 | 0.44 | 0.7 | 0.75 | 0.71 | 0.06 | 0.6 | 0.73 | 0.67 | 0.91 | 0.77 | 1.0 |
| RSquared | NA | 0.0 | 0.01 | 0.06 | 0.09 | 0.39 | 0.0 | 0.3 | 0.52 | 0.44 | 0.78 | 0.58 | 0.98 |
| Yield(%) | N/A | 8.3 | 7.1 | 4.4 | N/A | 0.0 | 8.6 | 6.0 | 5.7 | 0.0 | 0.0 | 0.0 | 1.0 |
| Dividend Growth(%) | N/A | 43.6 | N/A | N/A | N/A | -100.0 | 43.6 | 20.1 | 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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View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See Target Date 2031-2035 Asset Class Trend Rankings |
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