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MXSSX: GREAT-WEST SECUREFOUNDATION LIFETIME 2035 FUND SERVICE CLASS (MUTUAL FUND)
Basic Info
| Asset Class: | Target Date 2031-2035 |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 12/29/2009 |
| Last Dividend Date: | 09/07/2021 |
| 12-Mo. Yield | 7.43% |
| Expenses | 0.72% |
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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 | -37.4 | -9.0 | -2.4 | 1.8 | 2.3 | -41.0 | 12.9 | 20.3 | -9.8 | 14.9 | 9.2 | -0.8 | 5.4 | 18.7 | 6.1 | -7.3 | 11.2 | -0.9 |
| Sharpe Ratio | NA | -0.66 | -0.27 | -0.11 | 0.07 | 0.06 | -0.75 | 0.55 | 2.3 | -0.9 | 2.12 | 0.72 | -0.07 | 0.53 | 1.79 | 0.48 | -0.33 | 0.62 | -11.41 |
| Draw Down(%) | NA | 42.7 | 42.7 | 42.7 | 42.7 | 42.7 | 42.7 | 25.6 | 4.7 | 14.3 | 3.3 | 9.1 | 10.9 | 7.6 | 6.1 | 10.1 | 20.7 | 14.3 | 0.9 |
| Standard Deviation(%) | NA | 57.1 | 35.8 | 28.4 | 21.8 | 21.5 | 61.7 | 22.8 | 8.2 | 12.4 | 6.8 | 12.4 | 12.3 | 10.2 | 10.4 | 12.6 | 22.3 | 17.8 | 5.8 |
| Treynor Ratio | NA | -0.67 | -0.11 | -0.04 | 0.02 | 0.02 | -0.92 | 0.13 | 0.24 | -0.22 | 0.45 | 0.14 | -0.01 | 0.09 | 0.26 | 0.1 | -0.08 | 0.15 | 1.48 |
| Alpha | NA | -0.18 | -0.07 | -0.04 | -0.02 | -0.02 | -0.22 | 0.0 | 0.02 | -0.02 | 0.03 | 0.02 | 0.01 | 0.01 | 0.02 | 0.0 | -0.01 | 0.01 | -1.08 |
| Beta | NA | 0.56 | 0.89 | 0.82 | 0.77 | 0.8 | 0.5 | 0.94 | 0.79 | 0.5 | 0.32 | 0.65 | 0.63 | 0.57 | 0.72 | 0.61 | 0.92 | 0.76 | -0.45 |
| RSquared | NA | 0.01 | 0.23 | 0.22 | 0.26 | 0.33 | 0.01 | 0.98 | 0.71 | 0.22 | 0.07 | 0.38 | 0.4 | 0.27 | 0.46 | 0.34 | 0.77 | 0.53 | 1.0 |
| Yield(%) | N/A | 7.4 | 10.3 | 9.3 | 7.2 | N/A | 7.0 | 8.1 | 10.0 | 11.6 | 5.5 | 4.8 | 6.7 | 3.9 | 4.4 | 0.0 | 0.0 | 0.0 | 1.4 |
| Dividend Growth(%) | N/A | -28.6 | 61.2 | 193.3 | N/A | N/A | -11.3 | -10.6 | -29.3 | 126.0 | 21.2 | -35.3 | 76.7 | -1.0 | 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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