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MXSOX: GREAT-WEST SECUREFOUNDATION LIFETIME 2025 FUND SERVICE CLASS (MUTUAL FUND)
Basic Info
| Asset Class: | Target Date 2021-2025 |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 12/29/2009 |
| Last Dividend Date: | 10/13/2021 |
| 12-Mo. Yield | 13.52% |
| Expenses | 0.70% |
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Performance Analytics (As of 11/09/2021)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 12/29/2009 |
2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.0 | -39.9 | -10.2 | -3.9 | 0.6 | 1.8 | -42.8 | 12.1 | 17.5 | -8.3 | 12.2 | 7.5 | -0.2 | 5.6 | 14.0 | 5.1 | -5.3 | 10.0 | -0.7 |
| Sharpe Ratio | NA | -0.76 | -0.33 | -0.18 | 0.01 | 0.02 | -0.84 | 0.66 | 2.61 | -1.01 | 2.14 | 0.83 | -0.03 | 0.66 | 1.62 | 0.46 | -0.31 | 0.71 | -11.68 |
| Draw Down(%) | NA | 43.4 | 43.4 | 43.4 | 43.4 | 43.4 | 43.4 | 20.7 | 3.3 | 11.0 | 2.5 | 5.9 | 7.6 | 5.8 | 5.2 | 7.3 | 16.2 | 11.4 | 0.7 |
| Standard Deviation(%) | NA | 52.7 | 32.3 | 25.5 | 19.2 | 18.7 | 56.9 | 18.0 | 6.1 | 9.5 | 5.4 | 8.8 | 8.7 | 8.4 | 8.6 | 11.1 | 17.1 | 14.0 | 5.2 |
| Treynor Ratio | NA | -0.69 | -0.5 | -0.24 | 0.01 | 0.01 | -0.94 | 0.24 | 3.46 | -0.74 | 0.28 | 0.12 | 0.0 | 0.11 | 0.21 | 0.09 | -0.06 | 0.13 | -0.95 |
| Alpha | NA | -0.19 | -0.04 | -0.02 | 0.0 | -0.01 | -0.23 | 0.02 | 0.05 | -0.04 | 0.02 | 0.01 | 0.0 | 0.01 | 0.01 | -0.01 | -0.02 | 0.0 | -0.15 |
| Beta | NA | 0.58 | 0.21 | 0.2 | 0.26 | 0.33 | 0.51 | 0.49 | 0.05 | 0.13 | 0.41 | 0.6 | 0.59 | 0.52 | 0.65 | 0.6 | 0.88 | 0.75 | 0.64 |
| RSquared | NA | 0.01 | 0.04 | 0.04 | 0.07 | 0.12 | 0.01 | 0.5 | 0.07 | 0.08 | 0.09 | 0.39 | 0.43 | 0.21 | 0.36 | 0.25 | 0.77 | 0.54 | 1.0 |
| Yield(%) | N/A | 13.5 | 10.8 | 8.9 | 6.9 | N/A | 12.2 | 5.6 | 9.3 | 9.2 | 5.1 | 3.9 | 7.4 | 5.2 | 5.5 | 0.0 | 0.0 | 0.0 | 1.2 |
| Dividend Growth(%) | N/A | 89.0 | 77.5 | 130.9 | N/A | N/A | 134.7 | -35.4 | -14.0 | 89.9 | 36.2 | -51.9 | 42.6 | 3.0 | 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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