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MXLWX: Great-West Lifetime 2015 II T1 (MUTUAL FUND)
Basic Info
| Asset Class: | Target Date 2011-2015 |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 04/22/2010 |
| Last Dividend Date: | 12/30/2015 |
| 12-Mo. Yield | 6.26% |
| Expenses | 0.22% |
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Performance Analytics (As of 07/31/2020)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | Since 04/22/2010 |
2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.0 | 0.0 | 0.0 | -1.5 | 0.4 | 0.8 | -7.4 | 0.1 | 0.5 | 6.0 | -1.7 | 4.4 |
| Sharpe Ratio | NA | -0.12 | -0.04 | -0.02 | 0.01 | 0.26 | -0.13 | 0.02 | 0.07 | 0.65 | -0.14 | 0.57 |
| Draw Down(%) | NA | 36.7 | 38.1 | 38.1 | 38.1 | 5.3 | 36.7 | 5.2 | 6.4 | 5.1 | 12.2 | 8.3 |
| Standard Deviation(%) | NA | 79.9 | 79.4 | 61.8 | 26.8 | 9.1 | 56.9 | 6.4 | 6.8 | 9.1 | 12.2 | 11.0 |
| Treynor Ratio | NA | 0.21 | 0.46 | -0.05 | 0.01 | 0.03 | 0.81 | 0.0 | 0.01 | 0.1 | -0.02 | 0.09 |
| Alpha | NA | -0.11 | -0.07 | -0.1 | -0.02 | -0.02 | 0.03 | -0.01 | -0.03 | 0.0 | -0.01 | 0.0 |
| Beta | NA | -0.46 | -0.06 | 0.23 | 0.6 | 0.7 | -0.09 | 0.55 | 0.6 | 0.59 | 0.82 | 0.67 |
| RSquared | NA | 0.0 | 0.0 | 0.0 | 0.04 | 0.39 | 0.0 | 0.22 | 0.29 | 0.21 | 0.76 | 0.51 |
| Yield(%) | N/A | 6.3 | 6.0 | 3.7 | N/A | 0.0 | 6.5 | 5.9 | 6.2 | 0.0 | 0.0 | 0.0 |
| Dividend Growth(%) | N/A | 9.9 | N/A | N/A | N/A | -100.0 | 9.9 | -2.7 | N/A | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 04/22/2010
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See Target Date 2011-2015 Asset Class Trend Rankings |
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