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MXSZX: GREAT-WEST SECUREFOUNDATION LIFETIME 2055 FUND SERVICE CLASS (MUTUAL FUND)
Basic Info
| Asset Class: | Target Date 2051+ |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 12/29/2009 |
| Last Dividend Date: | 09/07/2021 |
| 12-Mo. Yield | 2.36% |
| Expenses | 0.76% |
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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 | -33.3 | -7.3 | -0.7 | 2.9 | 2.7 | -38.3 | 13.2 | 23.8 | -12.1 | 19.0 | 10.2 | -1.5 | 4.1 | 21.7 | 6.9 | -8.3 | 11.2 | -0.8 |
| Sharpe Ratio | NA | -0.55 | -0.2 | -0.04 | 0.1 | 0.09 | -0.66 | 0.43 | 2.07 | -0.86 | 2.46 | 0.69 | -0.11 | 0.32 | 1.95 | 0.5 | -0.34 | 0.58 | -14.44 |
| Draw Down(%) | NA | 44.5 | 44.5 | 44.5 | 44.5 | 44.5 | 44.5 | 32.9 | 6.4 | 18.2 | 2.7 | 11.1 | 13.1 | 9.0 | 6.9 | 11.5 | 22.3 | 15.0 | 0.8 |
| Standard Deviation(%) | NA | 60.7 | 39.6 | 31.5 | 24.3 | 23.9 | 65.4 | 30.3 | 10.8 | 15.5 | 7.5 | 14.4 | 14.3 | 12.9 | 11.1 | 13.8 | 24.1 | 19.2 | 4.4 |
| Treynor Ratio | NA | -0.36 | -0.1 | -0.02 | 0.03 | 0.03 | -0.47 | 0.15 | 0.31 | -0.32 | 0.34 | 0.15 | -0.03 | 0.08 | 0.31 | 0.11 | -0.09 | 0.15 | -1.68 |
| Alpha | NA | -0.21 | -0.08 | -0.04 | -0.03 | -0.03 | -0.26 | -0.01 | 0.0 | -0.04 | 0.03 | 0.01 | -0.01 | -0.01 | 0.0 | -0.01 | -0.04 | 0.0 | -0.22 |
| Beta | NA | 0.92 | 0.83 | 0.76 | 0.72 | 0.75 | 0.92 | 0.84 | 0.73 | 0.42 | 0.54 | 0.64 | 0.57 | 0.54 | 0.7 | 0.64 | 0.9 | 0.76 | 0.38 |
| RSquared | NA | 0.06 | 0.34 | 0.31 | 0.32 | 0.37 | 0.05 | 0.94 | 0.71 | 0.22 | 0.23 | 0.34 | 0.39 | 0.23 | 0.48 | 0.35 | 0.75 | 0.51 | 1.0 |
| Yield(%) | N/A | 2.4 | 9.5 | 8.8 | 7.2 | N/A | 2.2 | 10.4 | 10.8 | 10.7 | 4.9 | 4.3 | 5.9 | 6.4 | 4.9 | 0.0 | 0.0 | 0.0 | 1.6 |
| Dividend Growth(%) | N/A | -83.1 | 69.0 | 143.1 | N/A | N/A | -78.9 | 7.5 | -18.9 | 142.4 | 25.7 | -35.4 | -8.3 | 48.8 | 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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