Performance Comparison
Portfolio Performance Comparison
The return data shown below all have the same latest date: 04/22/2016.
| Name | Inception | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR |
|---|---|---|---|---|---|---|---|---|
| MXPLX (Maxim Lifetime 2045 II T1) | 10.53% | NA | -7.79% | 5.65% | 3.89% | NA | NA | NA |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MXPLX (Maxim Lifetime 2045 II T1) | 05/04/2009 | 04/22/2016 |
The return data shown below all have the same latest date: 04/22/2016.
AR inception is since 05/04/2009.
AR inception is since 05/04/2009.
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -3.59 | -7.79 | 5.65 | 3.89 | NA | NA | NA | 10.53 | -1.92 | -10.24 | 0.12 | 15.88 | 9.74 | -6.95 | 14.60 | 24.13 |
| Sharpe Ratio | NA | -0.42 | -0.40 | -0.47 | NA | NA | NA | -0.37 | -1.17 | -0.35 | -1.66 | -0.26 | -0.71 | -1.10 | -0.22 | 0.95 |
| Standard Deviation(%) | NA | 82.42 | 48.42 | 39.33 | NA | NA | NA | 34.50 | 18.18 | 82.22 | 11.07 | 10.30 | 12.48 | 23.08 | 17.84 | 18.15 |
| Draw Down(%) | NA | 49.24 | 49.87 | 49.87 | NA | NA | NA | 49.87 | 11.02 | 49.24 | 9.89 | 7.03 | 10.89 | 21.86 | 13.59 | 7.03 |
| Yield(%) | 0.00 | 8.52 | 7.14 | 4.40 | 3.41 | 2.27 | 1.70 | 5.68 | 0.00 | 8.94 | 5.90 | 5.30 | 0.00 | 0.00 | 0.00 | 1.30 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MXPLX (Maxim Lifetime 2045 II T1) |
4.13%
Jan 2013 - Jan 2016 |
3.48%
Feb 2011 - Feb 2016 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MXPLX (Maxim Lifetime 2045 II T1) |
14.05%
May 2012 - May 2015 |
12.95%
Jun 2009 - Jun 2014 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart