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MXSQX: GREAT-WEST SECUREFOUNDATION LIFETIME 2030 FUND INVESTOR CLASS (MUTUAL FUND)
Basic Info
Asset Class: | Target Date 2026-2030 |
MyPlanIQ Rating: | Not Rated |
Start Date: | 02/01/2011 |
Last Dividend Date: | 10/13/2021 |
12-Mo. Yield | 12.77% |
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 | -36.2 | -8.3 | -2.3 | 2.6 | 1.9 | -39.3 | 12.7 | 18.2 | -8.0 | 15.2 | 6.6 | -0.5 | 5.8 | 18.9 | 12.5 | -4.9 |
Sharpe Ratio | NA | -0.75 | -0.3 | -0.12 | 0.11 | 0.08 | -0.85 | 0.67 | 2.54 | -0.36 | 2.93 | 0.64 | -0.05 | 0.65 | 1.94 | 1.16 | -0.26 |
Draw Down(%) | NA | 40.3 | 40.3 | 40.3 | 40.3 | 40.3 | 40.3 | 21.2 | 3.6 | 19.9 | 1.5 | 7.5 | 9.2 | 6.6 | 5.7 | 8.9 | 18.2 |
Standard Deviation(%) | NA | 48.1 | 30.0 | 25.9 | 19.7 | 19.8 | 51.9 | 18.6 | 6.6 | 25.6 | 5.0 | 10.0 | 10.5 | 8.9 | 9.7 | 10.8 | 20.7 |
Treynor Ratio | NA | -0.57 | -0.11 | -0.04 | 0.03 | 0.02 | -0.74 | 0.15 | 0.24 | -0.24 | 0.46 | 0.1 | -0.01 | 0.1 | 0.27 | 0.19 | -0.06 |
Alpha | NA | -0.19 | -0.06 | -0.03 | -0.01 | -0.01 | -0.22 | 0.0 | 0.02 | -0.01 | 0.04 | 0.01 | 0.01 | 0.01 | 0.02 | 0.02 | 0.01 |
Beta | NA | 0.64 | 0.82 | 0.75 | 0.73 | 0.77 | 0.6 | 0.85 | 0.71 | 0.39 | 0.32 | 0.61 | 0.63 | 0.55 | 0.71 | 0.67 | 0.93 |
RSquared | NA | 0.02 | 0.21 | 0.15 | 0.21 | 0.26 | 0.01 | 0.98 | 0.7 | 0.03 | 0.1 | 0.42 | 0.44 | 0.27 | 0.42 | 0.46 | 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 | 6.0 | 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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