Find A Portfolio/Ticker
Comparison Box
MXULX: Great-West Lifetime 2055 II T (MUTUAL FUND)
Basic Info
Asset Class: | Target Date 2051+ |
MyPlanIQ Rating: | Not Rated |
Start Date: | 05/04/2009 |
Last Dividend Date: | 12/30/2015 |
12-Mo. Yield | 7.44% |
Expenses | 0.12% |
Sign up to get fund ranking change alerts |
Performance Analytics (As of 09/09/2020)
Not up-to-date? TryLast 1 Week* | 1 Yr | 3 Yr | 5 Yr | Since 05/04/2009 |
2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.0 | 0.0 | 0.0 | -2.0 | 8.0 | -8.9 | -9.0 | -0.6 | 15.4 | 10.3 | -7.6 | 14.8 | 24.6 |
Sharpe Ratio | NA | -0.42 | -0.41 | -0.46 | -0.37 | -4.15 | -0.31 | -1.7 | -0.3 | -0.66 | -1.13 | -0.21 | 0.98 |
Draw Down(%) | NA | 51.3 | 52.2 | 52.2 | 52.2 | 10.0 | 51.3 | 10.0 | 7.2 | 11.0 | 22.1 | 13.6 | 7.1 |
Standard Deviation(%) | NA | 87.5 | 51.3 | 41.4 | 36.8 | 18.6 | 87.4 | 11.3 | 10.4 | 12.6 | 23.2 | 18.0 | 18.3 |
Treynor Ratio | NA | 3.61 | -0.8 | -0.33 | -0.21 | -1.67 | 2.01 | -0.36 | -0.05 | -0.13 | -0.3 | -0.05 | 0.19 |
Alpha | NA | -1.8 | -0.72 | -0.26 | -0.2 | -0.38 | -1.82 | -0.06 | -0.43 | -0.02 | -0.05 | -0.2 | 0.0 |
Beta | NA | -0.1 | 0.26 | 0.58 | 0.65 | 0.46 | -0.14 | 0.53 | 0.68 | 0.65 | 0.87 | 0.73 | 0.96 |
RSquared | NA | 0.0 | 0.0 | 0.04 | 0.07 | 0.34 | 0.0 | 0.29 | 0.53 | 0.43 | 0.76 | 0.53 | 0.95 |
Yield(%) | N/A | 7.4 | 6.8 | 4.3 | N/A | 0.0 | 7.5 | 6.2 | 5.2 | 0.0 | 0.0 | 0.0 | 1.4 |
Dividend Growth(%) | N/A | 21.6 | N/A | N/A | N/A | -100.0 | 20.6 | 37.2 | N/A | N/A | N/A | -100.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 05/04/2009
Calculate Performance
Start date (MM/dd/yyyy)
End date (MM/dd/yyyy)
View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See Target Date 2051+ Asset Class Trend Rankings |
Top Rated Funds in Target Date 2051+
Best Mutual Funds
- JFFIX (JPMORGAN SMARTRETIREMENT 2055 FUND INSTITUTIONAL CLASS) (100%)
- LTFIX (PRINCIPAL LIFETIME 2055 FUND INSTITUTIONAL CLASS) (98%)
- LTFLX (PRINCIPAL LIFETIME 2055 FUND R-4) (97%)
- TRRNX (T. ROWE PRICE RETIREMENT 2055 FUND T. ROWE PRICE RETIREMENT 2055 FUND) (93%)
- FAJTX (AMERICAN FUNDS 2055 TARGET DATE RETIREMENT FUND CLASS F-1) (92%)
- LPVKX (BLACKROCK LIFEPATH DYNAMIC 2055 FUND CLASS K SHARES) (90%)
- LPVAX (BLACKROCK LIFEPATH DYNAMIC 2055 FUND INVESTOR A SHARES) (89%)
- LPVRX (BLACKROCK LIFEPATH DYNAMIC 2055 FUND CLASS R SHARES) (87%)
- LPVIX (BLACKROCK LIFEPATH DYNAMIC 2055 FUND INSTITUTIONAL SHARES) (85%)
- LPVCX (BLACKROCK LIFEPATH DYNAMIC 2055 FUND INVESTOR C SHARES) (84%)