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MXMCX: GREAT-WEST ARIEL MID CAP VALUE FUND INVESTOR CLASS (MUTUAL FUND)
Basic Info
| Asset Class: | MID-CAP BLEND |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 12/30/2008 |
| Last Dividend Date: | 10/23/2024 |
| 12-Mo. Yield | 1.87% |
| Expenses | 1.05% |
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Performance Analytics (As of 10/25/2024)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 12/30/2008 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -4.8 | 24.9 | -9.1 | -31.5 | -15.0 | -6.3 | -3.6 | 4.2 | -2.9 | -26.3 | 25.1 | -84.8 | 25.2 | -15.0 | 15.0 | 13.0 | -6.1 | 8.4 | 47.8 | 7.9 | -7.3 | 19.4 | 54.1 | 3.1 |
| Sharpe Ratio | NA | 1.05 | -0.54 | -0.37 | -0.25 | NA | -0.08 | -0.13 | -0.31 | -0.93 | 1.56 | -0.43 | 1.54 | -0.95 | 1.51 | 0.77 | -0.38 | 0.61 | 3.35 | 0.4 | -0.23 | 0.85 | 1.31 | NA |
| Draw Down(%) | NA | 8.3 | 42.6 | 91.5 | 91.5 | NA | 91.5 | 8.3 | 28.4 | 37.5 | 9.2 | 91.5 | 10.9 | 24.7 | 6.1 | 14.0 | 17.4 | 9.7 | 6.7 | 14.9 | 29.2 | 21.2 | 32.4 | 0.0 |
| Standard Deviation(%) | NA | 17.3 | 23.9 | 91.5 | 65.6 | NA | 54.5 | 16.4 | 23.3 | 30.0 | 16.1 | 199.2 | 15.4 | 17.2 | 9.5 | 16.8 | 16.0 | 13.7 | 14.2 | 19.9 | 31.6 | 22.8 | 41.3 | 0.0 |
| Treynor Ratio | NA | 0.15 | -0.14 | -0.36 | -0.18 | NA | -0.05 | -0.02 | -0.07 | -0.34 | 0.29 | -0.87 | 0.27 | -0.17 | 0.15 | 0.14 | -0.07 | 0.09 | 0.46 | 0.07 | -0.07 | 0.2 | 0.48 | 0.0 |
| Alpha | NA | -0.05 | -0.05 | -0.1 | -0.05 | NA | -0.04 | -0.06 | -0.07 | -0.05 | 0.02 | -0.37 | 0.0 | -0.03 | -0.01 | 0.01 | -0.02 | -0.01 | 0.03 | -0.03 | -0.02 | -0.02 | 0.03 | NA |
| Beta | NA | 1.24 | 0.93 | 0.95 | 0.94 | NA | 1.0 | 1.22 | 1.1 | 0.83 | 0.85 | 0.97 | 0.87 | 0.95 | 0.94 | 0.91 | 0.93 | 0.92 | 1.04 | 1.07 | 1.09 | 0.99 | 1.13 | NA |
| RSquared | NA | 0.82 | 0.56 | 0.22 | 0.26 | NA | 0.4 | 0.81 | 0.55 | 0.52 | 0.62 | 0.14 | 0.52 | 0.82 | 0.6 | 0.69 | 0.78 | 0.71 | 0.83 | 0.65 | 0.88 | 0.87 | 0.79 | 0.0 |
| Yield(%) | N/A | 1.9 | 4.4 | 4.3 | 5.4 | 7.6 | N/A | 1.1 | 2.5 | 10.8 | 2.4 | 1.1 | 11.1 | 0.7 | 10.7 | 2.3 | 1.4 | 13.2 | 8.8 | 0.0 | 0.0 | 0.0 | 0.3 | 0.0 |
| Dividend Growth(%) | N/A | -87.8 | 24.1 | -41.6 | N/A | N/A | N/A | -57.0 | -85.5 | 457.7 | 121.5 | -88.6 | 1153.8 | -92.7 | 423.5 | 54.5 | -90.1 | 100.9 | N/A | N/A | N/A | -100.0 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/30/2008
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View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See MID-CAP BLEND Asset Class Trend Rankings |
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