Find A Portfolio/Ticker
Comparison Box
MXLVX: Great-West Lifetime 2015 II T (MUTUAL FUND)
Basic Info
Asset Class: | Target Date 2011-2015 |
MyPlanIQ Rating: | Not Rated |
Start Date: | 04/22/2010 |
Last Dividend Date: | 12/30/2015 |
12-Mo. Yield | 6.37% |
Expenses | 0.12% |
Sign up to get fund ranking change alerts |
Performance Analytics (As of 07/31/2020)
Not up-to-date? TryLast 1 Week* | 1 Yr | 3 Yr | 5 Yr | Since 04/22/2010 |
2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.0 | 0.0 | 0.0 | -1.5 | 0.4 | 0.8 | -7.4 | 0.1 | 0.6 | 6.1 | -1.7 | 4.5 |
Sharpe Ratio | NA | -0.15 | -0.05 | -0.01 | 0.01 | 0.26 | -0.15 | 0.01 | 0.08 | 0.66 | -0.14 | 0.57 |
Draw Down(%) | NA | 34.0 | 35.5 | 35.5 | 35.5 | 5.3 | 34.0 | 5.3 | 6.4 | 5.1 | 12.1 | 8.3 |
Standard Deviation(%) | NA | 66.8 | 56.1 | 122.1 | 24.0 | 9.1 | 51.1 | 6.4 | 6.8 | 9.1 | 12.2 | 11.1 |
Treynor Ratio | NA | 0.31 | -0.41 | -0.03 | 0.01 | 0.03 | 1.87 | 0.0 | 0.01 | 0.1 | -0.02 | 0.09 |
Alpha | NA | -0.1 | -0.06 | -0.07 | -0.02 | -0.02 | 0.02 | -0.01 | -0.03 | 0.0 | -0.01 | 0.0 |
Beta | NA | -0.32 | 0.07 | 0.38 | 0.62 | 0.71 | -0.04 | 0.57 | 0.61 | 0.6 | 0.82 | 0.69 |
RSquared | NA | 0.0 | 0.0 | 0.01 | 0.06 | 0.4 | 0.0 | 0.23 | 0.31 | 0.21 | 0.76 | 0.52 |
Yield(%) | N/A | 6.4 | 5.5 | 3.5 | N/A | 0.0 | 6.6 | 6.0 | 4.5 | 0.0 | 0.0 | 0.0 |
Dividend Growth(%) | N/A | 10.1 | N/A | N/A | N/A | -100.0 | 11.0 | 34.4 | N/A | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 04/22/2010
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 2011-2015 Asset Class Trend Rankings |
Top Rated Funds in Target Date 2011-2015
Best Mutual Funds
- TRRGX (T. ROWE PRICE RETIREMENT 2015 FUND T. ROWE PRICE RETIREMENT 2015 FUND) (100%)
- FFVFX (FIDELITY FREEDOM 2015 FUND FIDELITY FREEDOM 2015 FUND) (98%)
- TCLIX (TIAA-CREF LIFECYCLE 2015 FUND RETIREMENT CLASS) (96%)
- FFVIX (FIDELITY ADVISOR FREEDOM 2015 FUND CLASS I) (93%)
- SPBAX (DEUTSCHE MULTI-ASSET CONSERVATIVE ALLOCATION FUND CLASS S) (91%)
- GMTZX (MYDESTINATION 2015 FUND INVESTOR) (89%)
- JLBHX (RETIREMENT LIVING THROUGH 2015 PORTFOLIO CLASS R5) (87%)
- LTINX (PRINCIPAL LIFETIME 2015 FUND INSTITUTIONAL CLASS) (83%)
- LTPFX (PRINCIPAL LIFETIME 2015 FUND R-5) (80%)
- NWEIX (NATIONWIDE DESTINATION 2015 FUND CLASS R6) (76%)