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MXOLX: Great-West Lifetime 2045 II T (MUTUAL FUND)
Basic Info
Asset Class: | Target Date 2041-2045 |
MyPlanIQ Rating: | Not Rated |
Start Date: | 05/04/2009 |
Last Dividend Date: | 12/30/2015 |
12-Mo. Yield | 8.58% |
Expenses | 0.12% |
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Performance Analytics (As of 09/09/2020)
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 | -0.7 | 9.1 | -2.0 | -10.2 | 0.2 | 15.8 | 10.2 | -6.9 | 14.7 | 24.2 |
Sharpe Ratio | NA | -0.39 | -0.37 | -0.44 | -0.34 | -1.17 | -0.32 | -1.65 | -0.27 | -0.68 | -1.1 | -0.22 | 0.95 |
Draw Down(%) | NA | 51.8 | 52.3 | 52.3 | 52.3 | 11.1 | 51.8 | 9.9 | 7.0 | 10.8 | 21.9 | 13.6 | 7.0 |
Standard Deviation(%) | NA | 89.4 | 52.4 | 42.3 | 36.9 | 18.2 | 89.2 | 11.1 | 10.4 | 12.4 | 23.1 | 17.7 | 18.2 |
Treynor Ratio | NA | -2.19 | -0.43 | -0.26 | -0.17 | -0.3 | -3.17 | -0.29 | -0.04 | -0.12 | -0.27 | -0.05 | 0.17 |
Alpha | NA | -1.34 | -0.52 | -0.17 | -0.12 | -0.07 | -1.43 | -0.04 | -0.31 | -0.02 | -0.02 | -0.15 | 0.0 |
Beta | NA | 0.16 | 0.46 | 0.71 | 0.77 | 0.71 | 0.09 | 0.62 | 0.76 | 0.69 | 0.94 | 0.8 | 1.04 |
RSquared | NA | 0.0 | 0.01 | 0.05 | 0.08 | 0.39 | 0.0 | 0.3 | 0.56 | 0.46 | 0.79 | 0.58 | 0.98 |
Yield(%) | N/A | 8.6 | 7.2 | 4.5 | N/A | 0.0 | 9.0 | 5.9 | 5.4 | 0.0 | 0.0 | 0.0 | 1.3 |
Dividend Growth(%) | N/A | 51.7 | N/A | N/A | N/A | -100.0 | 51.7 | 26.7 | 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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