Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
MXAMX (GREAT-WEST ARIEL MID CAP VALUE FUND CLASS L) NA -7.90% -1.99% 2.68% NA NA NA
Data as of 10/07/2020, Common starting date is 12/24/2013
More Performance Analytics Comparison
Name Start Date End Date
MXAMX (GREAT-WEST ARIEL MID CAP VALUE FUND CLASS L) 12/24/2013 10/07/2020
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2020 2019 2018 2017 2016 2015 2014 2013
Annualized Return (%) -5.22 -7.90 -1.99 2.68 NA NA NA -12.43 20.92 -14.58 15.18 12.31 -6.02 7.92 0.40
Sharpe Ratio NA -0.09 -0.06 0.14 NA NA NA -0.38 1.28 -0.96 1.61 0.72 -0.38 0.62 4.42
Standard Deviation(%) NA 37.57 25.20 21.53 NA NA NA 42.48 15.20 16.61 9.07 16.67 15.78 12.71 6.40
Draw Down(%) NA 40.76 40.76 40.76 NA NA NA 40.76 12.60 24.80 6.14 14.38 17.44 9.34 0.49
Yield(%) 0.00 1.58 1.53 1.14 0.79 0.53 0.40 1.43 2.12 0.01 1.20 0.11 0.14 1.91 0.20
Data as of 10/07/2020, Common starting date is 12/24/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
MXAMX (GREAT-WEST ARIEL MID CAP VALUE FUND CLASS L) -7.19%
Mar 2017 – Mar 2020
-2.81%
Mar 2015 – Mar 2020
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
MXAMX (GREAT-WEST ARIEL MID CAP VALUE FUND CLASS L) 12.31%
Sep 2015 – Sep 2018
6.97%
Apr 2014 – Apr 2019
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return