Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| GRWTF (Great-West Lifeco Inc 4.50% Non-Cum 1st Pfd Shs Ser I) | 2.93% | 25.33% | -0.37% | 8.98% | 3.97% | NA | NA | 3.97% |
Data as of 07/11/2025, AR inception is 06/10/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| GRWTF (Great-West Lifeco Inc 4.50% Non-Cum 1st Pfd Shs Ser I) | 06/10/2015 | 07/11/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 25.33 | -0.37 | 8.98 | 3.97 | NA | NA | 3.97 | 2.93 | 25.95 | 3.74 | -24.72 | 4.88 | 20.43 | 4.10 | 7.35 | 7.35 | 7.35 | -10.40 |
| Sharpe Ratio | NA | 1.14 | -0.16 | 0.30 | 0.13 | NA | NA | 0.13 | 0.19 | 1.32 | 0.02 | -0.78 | 2.05 | 0.46 | 0.53 | 1.70 | 1.90 | 2.02 | -0.92 |
| Standard Deviation(%) | NA | 19.42 | 22.67 | 23.34 | 19.38 | NA | NA | 19.30 | 13.64 | 16.86 | 4.91 | 33.74 | 2.37 | 43.96 | 4.95 | 3.53 | 3.53 | 3.52 | 19.32 |
| Draw Down(%) | NA | 6.69 | 28.50 | 28.50 | 28.50 | NA | NA | 28.50 | 6.66 | 0.03 | 3.49 | 28.50 | 0.00 | 23.62 | 3.26 | 0.00 | 0.00 | 0.00 | 13.31 |
| Yield(%) | 0.00 | 6.71 | 4.65 | 6.57 | 5.19 | 3.46 | 2.60 | 5.19 | 2.84 | 6.71 | 6.51 | 4.65 | 4.74 | 5.29 | 7.03 | 7.03 | 7.03 | 7.03 | 3.05 |
Data as of 07/11/2025, AR inception is 06/10/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GRWTF (Great-West Lifeco Inc 4.50% Non-Cum 1st Pfd Shs Ser I) |
-6.44%
Dec 2020 - Dec 2023 |
-1.12%
Aug 2015 - Aug 2020 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GRWTF (Great-West Lifeco Inc 4.50% Non-Cum 1st Pfd Shs Ser I) |
10.53%
Mar 2019 - Mar 2022 |
9.31%
Nov 2015 - Nov 2020 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart