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MXSWX: GREAT-WEST SECUREFOUNDATION LIFETIME 2045 FUND SERVICE CLASS (MUTUAL FUND)
Basic Info
| Asset Class: | Target Date 2041-2045 |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 12/29/2009 |
| Last Dividend Date: | 09/07/2021 |
| 12-Mo. Yield | 10.13% |
| Expenses | 0.75% |
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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 | -40.6 | -10.8 | -2.9 | 1.7 | 2.3 | -44.8 | 13.1 | 23.5 | -10.9 | 17.0 | 9.9 | -1.2 | 4.8 | 20.8 | 6.8 | -7.9 | 11.3 | -0.8 |
| Sharpe Ratio | NA | -0.62 | -0.27 | -0.11 | 0.05 | 0.05 | -0.71 | 0.44 | 2.14 | -0.82 | 2.28 | 0.67 | -0.08 | 0.43 | 1.68 | 0.5 | -0.33 | 0.59 | -13.57 |
| Draw Down(%) | NA | 46.9 | 46.9 | 46.9 | 46.9 | 46.9 | 46.9 | 31.8 | 6.0 | 17.5 | 3.0 | 10.8 | 12.6 | 8.8 | 6.7 | 11.1 | 22.2 | 14.9 | 0.8 |
| Standard Deviation(%) | NA | 65.4 | 41.8 | 33.1 | 25.3 | 24.7 | 70.6 | 29.2 | 10.3 | 14.9 | 7.2 | 14.3 | 14.1 | 11.3 | 12.3 | 13.5 | 23.9 | 18.9 | 4.6 |
| Treynor Ratio | NA | -0.57 | -0.13 | -0.05 | 0.02 | 0.01 | -0.76 | 0.13 | 0.42 | -0.25 | 0.27 | 0.13 | -0.02 | 0.08 | 0.27 | 0.1 | -0.08 | 0.14 | -1.21 |
| Alpha | NA | -0.21 | -0.08 | -0.04 | -0.02 | -0.02 | -0.25 | -0.01 | 0.03 | -0.03 | 0.01 | 0.01 | 0.0 | 0.0 | 0.01 | -0.01 | -0.02 | 0.0 | -0.17 |
| Beta | NA | 0.71 | 0.88 | 0.81 | 0.78 | 0.81 | 0.66 | 0.99 | 0.52 | 0.5 | 0.62 | 0.75 | 0.71 | 0.62 | 0.77 | 0.69 | 0.97 | 0.81 | 0.52 |
| RSquared | NA | 0.02 | 0.27 | 0.25 | 0.29 | 0.34 | 0.02 | 0.96 | 0.5 | 0.24 | 0.25 | 0.45 | 0.44 | 0.29 | 0.41 | 0.38 | 0.78 | 0.53 | 1.0 |
| Yield(%) | N/A | 10.1 | 11.7 | 10.8 | 8.4 | N/A | 9.4 | 8.9 | 13.2 | 12.2 | 6.3 | 4.6 | 6.9 | 4.3 | 6.7 | 0.0 | 0.0 | 0.0 | 1.5 |
| Dividend Growth(%) | N/A | -3.0 | 57.1 | 187.4 | N/A | N/A | 8.2 | -26.7 | -13.3 | 110.6 | 48.3 | -40.9 | 61.2 | -27.3 | 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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