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MXSKX: GREAT-WEST SECUREFOUNDATION LIFETIME 2015 FUND SERVICE CLASS (MUTUAL FUND)
Basic Info
| Asset Class: | Target Date 2011-2015 |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 12/29/2009 |
| Last Dividend Date: | 12/28/2018 |
| 12-Mo. Yield | 9.30% |
| Expenses | 0.78% |
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Performance Analytics (As of 08/28/2020)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | Since 12/29/2009 |
2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.0 | 0.0 | 0.7 | 3.0 | 4.2 | 3.4 | -8.1 | 12.1 | 8.0 | -0.2 | 5.5 | 11.0 | 4.1 | -3.7 | 9.4 | -0.7 |
| Sharpe Ratio | NA | -0.39 | 0.41 | 0.38 | 0.38 | 0.86 | -1.0 | 2.2 | 0.89 | -0.03 | 0.57 | 1.4 | 0.33 | -0.25 | 0.81 | -9.3 |
| Draw Down(%) | NA | 10.5 | 11.1 | 11.2 | 13.6 | 5.7 | 11.1 | 2.4 | 5.9 | 7.5 | 5.5 | 4.9 | 6.3 | 13.6 | 9.2 | 0.7 |
| Standard Deviation(%) | NA | 9.3 | 8.4 | 8.8 | 10.2 | 12.8 | 9.4 | 5.2 | 8.7 | 8.4 | 9.7 | 7.8 | 12.4 | 14.7 | 11.5 | 6.1 |
| Treynor Ratio | NA | -0.08 | 0.12 | 0.08 | 0.06 | 0.08 | -0.31 | -0.5 | 0.12 | 0.0 | 0.1 | 0.16 | 0.07 | -0.04 | 0.12 | 1.78 |
| Alpha | NA | -0.01 | 0.01 | 0.01 | 0.01 | -0.08 | -0.02 | 0.05 | 0.03 | 0.01 | 0.02 | 0.01 | 0.0 | -0.01 | 0.01 | -0.79 |
| Beta | NA | 0.43 | 0.29 | 0.4 | 0.64 | 1.36 | 0.31 | -0.23 | 0.63 | 0.44 | 0.55 | 0.69 | 0.62 | 0.98 | 0.78 | -0.32 |
| RSquared | NA | 0.16 | 0.06 | 0.12 | 0.3 | 0.21 | 0.08 | 0.07 | 0.31 | 0.25 | 0.12 | 0.33 | 0.14 | 0.75 | 0.56 | 1.0 |
| Yield(%) | N/A | 9.3 | 6.2 | 6.1 | N/A | 0.0 | 9.3 | 5.0 | 3.8 | 6.5 | 6.7 | 4.3 | 0.0 | 0.0 | 0.0 | 1.1 |
| Dividend Growth(%) | N/A | 94.4 | 2.7 | N/A | N/A | -100.0 | 94.4 | 38.0 | -45.9 | -4.3 | 68.8 | N/A | N/A | N/A | -100.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/29/2009
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Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See Target Date 2011-2015 Asset Class Trend Rankings |
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