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MXDSX: GREAT-WEST SECUREFOUNDATION LIFETIME 2040 FUND INVESTOR CLASS (MUTUAL FUND)
Basic Info
| Asset Class: | Target Date 2036-2040 |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 02/01/2011 |
| Last Dividend Date: | 09/07/2021 |
| 12-Mo. Yield | 45.46% |
| Expenses | 0.64% |
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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 02/01/2011 |
2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.0 | -31.2 | -6.0 | 0.1 | 4.3 | 3.3 | -35.7 | 13.3 | 22.4 | -8.7 | 17.1 | 7.8 | -1.5 | 5.9 | 23.9 | 14.0 | -6.5 |
| Sharpe Ratio | NA | -0.54 | -0.18 | -0.02 | 0.15 | 0.11 | -0.65 | 0.49 | 2.21 | -0.25 | 2.45 | 0.59 | -0.12 | 0.55 | 1.95 | 1.13 | -0.29 |
| Draw Down(%) | NA | 42.9 | 42.9 | 42.9 | 42.9 | 42.9 | 42.9 | 29.2 | 5.5 | 29.4 | 2.0 | 10.3 | 12.0 | 8.3 | 6.4 | 10.8 | 21.3 |
| Standard Deviation(%) | NA | 57.5 | 37.0 | 34.0 | 25.7 | 25.6 | 62.1 | 26.5 | 9.5 | 40.8 | 6.7 | 13.0 | 13.4 | 10.7 | 12.3 | 12.5 | 24.2 |
| Treynor Ratio | NA | -0.47 | -0.07 | -0.01 | 0.05 | 0.04 | -0.66 | 0.14 | 0.24 | -0.23 | 0.23 | 0.11 | -0.02 | 0.1 | 0.31 | 0.19 | -0.07 |
| Alpha | NA | -0.15 | -0.06 | -0.02 | -0.01 | -0.01 | -0.19 | 0.0 | 0.0 | 0.01 | 0.01 | 0.01 | 0.0 | 0.01 | 0.02 | 0.01 | 0.0 |
| Beta | NA | 0.67 | 0.91 | 0.83 | 0.79 | 0.82 | 0.61 | 0.95 | 0.88 | 0.45 | 0.71 | 0.71 | 0.7 | 0.59 | 0.76 | 0.74 | 0.96 |
| RSquared | NA | 0.02 | 0.27 | 0.16 | 0.21 | 0.26 | 0.02 | 0.91 | 0.75 | 0.02 | 0.35 | 0.47 | 0.47 | 0.3 | 0.39 | 0.51 | 0.8 |
| Yield(%) | N/A | 45.5 | 22.6 | 17.3 | 13.3 | N/A | 42.3 | 10.6 | 10.8 | 12.5 | 5.1 | 2.4 | 3.8 | 3.9 | 8.5 | 0.0 | 0.0 |
| Dividend Growth(%) | N/A | 235.7 | 357.7 | 437.6 | N/A | N/A | 302.9 | 9.2 | -30.7 | 174.7 | 131.4 | -42.8 | -1.0 | -46.7 | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 02/01/2011
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See Target Date 2036-2040 Asset Class Trend Rankings |
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