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MXPLX: Maxim Lifetime 2045 II T1 (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 | 8.52% |
| Expenses | 1.12% |
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Performance Analytics (As of 09/11/2020)
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 | -0.7 | 9.0 | -1.9 | -10.2 | 0.1 | 15.9 | 9.7 | -6.9 | 14.6 | 24.1 |
| Sharpe Ratio | NA | -0.42 | -0.4 | -0.47 | -0.37 | -1.17 | -0.35 | -1.66 | -0.26 | -0.71 | -1.1 | -0.22 | 0.95 |
| Draw Down(%) | NA | 49.2 | 49.9 | 49.9 | 49.9 | 11.0 | 49.2 | 9.9 | 7.0 | 10.9 | 21.9 | 13.6 | 7.0 |
| Standard Deviation(%) | NA | 82.4 | 48.4 | 39.3 | 34.5 | 18.2 | 82.2 | 11.1 | 10.3 | 12.5 | 23.1 | 17.8 | 18.2 |
| Treynor Ratio | NA | -1.88 | -0.42 | -0.26 | -0.17 | -0.3 | -2.37 | -0.3 | -0.03 | -0.13 | -0.27 | -0.05 | 0.17 |
| Alpha | NA | -1.32 | -0.51 | -0.18 | -0.13 | -0.07 | -1.4 | -0.04 | -0.31 | -0.02 | -0.02 | -0.14 | 0.0 |
| Beta | NA | 0.18 | 0.47 | 0.71 | 0.77 | 0.71 | 0.12 | 0.62 | 0.76 | 0.69 | 0.94 | 0.8 | 1.03 |
| RSquared | NA | 0.0 | 0.01 | 0.06 | 0.1 | 0.39 | 0.0 | 0.3 | 0.56 | 0.45 | 0.78 | 0.58 | 0.98 |
| Yield(%) | N/A | 8.5 | 7.1 | 4.4 | N/A | 0.0 | 8.9 | 5.9 | 5.3 | 0.0 | 0.0 | 0.0 | 1.3 |
| Dividend Growth(%) | N/A | 51.6 | N/A | N/A | N/A | -100.0 | 51.6 | 28.0 | N/A | N/A | N/A | -100.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 05/04/2009
Calculate Performance
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View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See Target Date 2041-2045 Asset Class Trend Rankings |
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