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MXVLX: Great-West Lifetime 2055 II T1 (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 | 7.08% |
| Expenses | 0.22% |
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Performance Analytics (As of 09/11/2020)
Not up-to-date? Try| Last 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 | -0.5 | 8.8 | -1.9 | -9.0 | -0.6 | 15.4 | 10.1 | -7.5 | 14.6 | 24.4 |
| Sharpe Ratio | NA | -0.4 | -0.39 | -0.47 | -0.37 | -1.15 | -0.33 | -1.7 | -0.3 | -0.68 | -1.12 | -0.22 | 0.95 |
| Draw Down(%) | NA | 49.7 | 50.6 | 50.6 | 50.6 | 11.2 | 49.7 | 10.0 | 7.1 | 11.1 | 22.2 | 13.6 | 7.1 |
| Standard Deviation(%) | NA | 83.0 | 48.7 | 39.6 | 34.7 | 18.4 | 82.8 | 11.2 | 10.3 | 12.5 | 23.3 | 17.9 | 18.6 |
| Treynor Ratio | NA | 6.85 | -0.65 | -0.32 | -0.19 | -0.35 | 2.54 | -0.36 | -0.05 | -0.13 | -0.3 | -0.06 | 0.18 |
| Alpha | NA | -1.71 | -0.69 | -0.26 | -0.19 | -0.07 | -1.79 | -0.06 | -0.44 | -0.02 | -0.05 | -0.21 | 0.0 |
| Beta | NA | -0.05 | 0.3 | 0.59 | 0.66 | 0.61 | -0.11 | 0.53 | 0.68 | 0.64 | 0.87 | 0.71 | 0.97 |
| RSquared | NA | 0.0 | 0.01 | 0.05 | 0.09 | 0.33 | 0.0 | 0.29 | 0.52 | 0.43 | 0.76 | 0.52 | 0.95 |
| Yield(%) | N/A | 7.1 | 6.6 | 4.0 | N/A | 0.0 | 7.4 | 6.1 | 5.1 | 0.0 | 0.0 | 0.0 | 1.3 |
| Dividend Growth(%) | N/A | 21.8 | N/A | N/A | N/A | -100.0 | 21.8 | 37.1 | N/A | N/A | N/A | -100.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 05/04/2009
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See Target Date 2051+ Asset Class Trend Rankings |
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