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MXSMX: GREAT-WEST SECUREFOUNDATION LIFETIME 2020 FUND INVESTOR CLASS (MUTUAL FUND)
Basic Info
Asset Class: | Target Date 2016-2020 |
MyPlanIQ Rating: | Not Rated |
Start Date: | 02/01/2011 |
Last Dividend Date: | 10/13/2021 |
12-Mo. Yield | 14.32% |
Expenses | 0.60% |
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Performance Analytics (As of 11/09/2021)
Not up-to-date? TryLast 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Inception** | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.0 | -35.1 | -7.8 | -2.4 | 1.9 | 1.5 | -38.3 | 11.1 | 17.6 | -7.6 | 13.5 | 6.3 | -0.1 | 5.7 | 13.2 | 10.2 | -1.8 |
Sharpe Ratio | NA | -0.77 | -0.3 | -0.14 | 0.09 | 0.07 | -0.88 | 0.61 | 2.64 | -0.96 | 2.82 | 0.72 | -0.02 | 0.75 | 1.73 | 0.88 | -0.13 |
Draw Down(%) | NA | 38.9 | 38.9 | 38.9 | 38.9 | 38.9 | 38.9 | 20.8 | 3.3 | 11.0 | 1.5 | 5.9 | 7.4 | 4.9 | 4.9 | 6.2 | 12.8 |
Standard Deviation(%) | NA | 45.3 | 28.4 | 22.4 | 17.1 | 16.9 | 48.9 | 18.0 | 6.1 | 9.3 | 4.6 | 8.4 | 8.3 | 7.6 | 7.6 | 11.7 | 15.1 |
Treynor Ratio | NA | -0.48 | -0.75 | -0.28 | 0.1 | 0.06 | -0.65 | 0.24 | 7.0 | -0.82 | 0.27 | 0.09 | 0.0 | 0.1 | 0.2 | 0.15 | -0.02 |
Alpha | NA | -0.18 | -0.03 | -0.01 | 0.0 | 0.0 | -0.21 | 0.02 | 0.06 | -0.03 | 0.03 | 0.01 | 0.0 | 0.01 | 0.01 | 0.01 | 0.0 |
Beta | NA | 0.74 | 0.11 | 0.11 | 0.16 | 0.19 | 0.67 | 0.45 | 0.02 | 0.11 | 0.49 | 0.68 | 0.67 | 0.57 | 0.66 | 0.7 | 0.86 |
RSquared | NA | 0.01 | 0.02 | 0.03 | 0.04 | 0.06 | 0.01 | 0.39 | 0.04 | 0.06 | 0.15 | 0.42 | 0.46 | 0.23 | 0.38 | 0.25 | 0.8 |
Yield(%) | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 5.0 | 0.0 | 0.0 |
Dividend Growth(%) | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 01/31/2011
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See Target Date 2016-2020 Asset Class Trend Rankings |
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