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MXOLX: Great-West Lifetime 2045 II T (MUTUAL FUND)
Basic Info
| Asset Class: | Target Date 2041-2045 |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 05/04/2009 |
| Last Dividend Date: | 12/30/2015 |
| 12-Mo. Yield | 8.58% |
| Expenses | 0.12% |
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Performance Analytics (As of 04/22/2016)
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(%) | -3.6 | -7.7 | 5.7 | 4.1 | 9.1 | -2.0 | -1.3 | 6.0 | 21.3 | 10.2 | -6.9 | 14.7 | 25.6 |
| Sharpe Ratio | NA | -0.09 | 0.11 | 0.1 | 0.25 | -0.36 | -0.01 | 0.51 | 1.95 | 0.83 | -0.3 | 0.82 | 2.24 |
| Draw Down(%) | NA | 51.6 | 51.6 | 51.6 | 51.6 | 11.1 | 51.6 | 9.5 | 6.8 | 10.8 | 21.9 | 13.6 | 6.7 |
| Standard Deviation(%) | NA | 89.4 | 52.5 | 42.3 | 37.0 | 18.2 | 89.3 | 11.8 | 10.9 | 12.4 | 23.1 | 17.7 | 18.2 |
| Treynor Ratio | NA | -0.41 | 0.12 | 0.06 | 0.12 | -0.09 | -0.1 | 0.1 | 0.28 | 0.15 | -0.07 | 0.18 | 0.39 |
| Alpha | NA | 0.13 | 0.06 | 0.03 | 0.02 | -0.05 | 0.15 | 0.01 | 0.01 | 0.0 | -0.02 | 0.01 | 0.0 |
| Beta | NA | 0.19 | 0.47 | 0.71 | 0.77 | 0.71 | 0.13 | 0.61 | 0.77 | 0.69 | 0.94 | 0.8 | 1.04 |
| RSquared | NA | 0.0 | 0.01 | 0.05 | 0.08 | 0.39 | 0.0 | 0.26 | 0.51 | 0.46 | 0.79 | 0.58 | 0.99 |
| Yield(%) | N/A | 8.6 | 7.2 | 4.5 | N/A | 0.0 | 9.0 | 5.9 | 5.4 | 0.0 | 0.0 | 0.0 | 1.3 |
| Dividend Growth(%) | N/A | 51.7 | N/A | N/A | N/A | -100.0 | 51.7 | 26.7 | 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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View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See Target Date 2041-2045 Asset Class Trend Rankings |
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