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MXSPX: GREAT-WEST SECUREFOUNDATION LIFETIME 2020 FUND SERVICE 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 | 13.94% |
| 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 02/01/2011 |
2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.0 | -34.1 | -7.4 | -2.1 | 2.0 | 2.7 | -37.2 | 11.1 | 17.4 | -7.6 | 13.3 | 6.1 | -0.7 | 6.2 | 13.3 | 9.7 | -1.7 |
| Sharpe Ratio | NA | -0.78 | -0.29 | -0.11 | 0.08 | 0.07 | -0.89 | 0.6 | 2.61 | -0.28 | 2.89 | 0.71 | -0.08 | 0.85 | 1.78 | 0.84 | -0.12 |
| Draw Down(%) | NA | 37.9 | 37.9 | 37.9 | 37.9 | 37.9 | 37.9 | 20.8 | 3.3 | 24.3 | 1.5 | 5.9 | 7.4 | 5.0 | 4.9 | 6.3 | 12.8 |
| Standard Deviation(%) | NA | 43.9 | 27.6 | 25.8 | 19.3 | 19.0 | 47.4 | 18.1 | 6.1 | 32.2 | 4.4 | 8.2 | 8.4 | 7.3 | 7.5 | 11.6 | 15.1 |
| Treynor Ratio | NA | -0.4 | -0.7 | -0.25 | 0.1 | 0.07 | -0.53 | 0.24 | 6.66 | -0.74 | 0.27 | 0.09 | -0.01 | 0.11 | 0.2 | 0.14 | -0.02 |
| Alpha | NA | -0.18 | -0.03 | 0.0 | 0.01 | 0.0 | -0.21 | 0.02 | 0.06 | -0.01 | 0.03 | 0.01 | 0.0 | 0.01 | 0.01 | 0.01 | 0.0 |
| Beta | NA | 0.85 | 0.11 | 0.11 | 0.16 | 0.19 | 0.79 | 0.45 | 0.02 | 0.12 | 0.48 | 0.69 | 0.66 | 0.56 | 0.65 | 0.69 | 0.86 |
| RSquared | NA | 0.02 | 0.03 | 0.02 | 0.03 | 0.05 | 0.02 | 0.38 | 0.04 | 0.01 | 0.16 | 0.45 | 0.44 | 0.25 | 0.39 | 0.24 | 0.8 |
| Yield(%) | N/A | 13.9 | 10.7 | 8.6 | 6.7 | N/A | 12.0 | 6.4 | 8.5 | 9.5 | 4.2 | 2.1 | 3.6 | 4.1 | 4.8 | 0.0 | 0.0 |
| Dividend Growth(%) | N/A | 107.3 | 148.5 | 235.6 | N/A | N/A | 96.8 | -18.1 | -23.2 | 141.7 | 106.2 | -44.1 | -10.0 | -6.4 | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 02/01/2011
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View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See Target Date 2016-2020 Asset Class Trend Rankings |
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