Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| MXATX (GREAT-WEST LIFETIME 2030 FUND INVESTOR CLASS) | 6.86% | 8.17% | 9.69% | 7.08% | NA | NA | NA | 7.60% |
Data as of 07/18/2025, AR inception is 05/05/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MXATX (GREAT-WEST LIFETIME 2030 FUND INVESTOR CLASS) | 05/05/2016 | 07/18/2025 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.27 | 8.17 | 9.69 | 7.08 | NA | NA | NA | 7.60 | 6.86 | 7.83 | 13.29 | -14.59 | 11.77 | 12.38 | 20.60 | -7.36 | 14.96 | 7.43 |
| Sharpe Ratio | NA | 0.45 | 0.59 | 0.47 | NA | NA | NA | 0.36 | 0.78 | 0.55 | 1.09 | -1.07 | 1.41 | 0.56 | 2.51 | -0.24 | 2.19 | 1.19 |
| Standard Deviation(%) | NA | 11.03 | 10.69 | 10.72 | NA | NA | NA | 16.25 | 12.94 | 7.69 | 8.92 | 15.05 | 8.34 | 21.47 | 7.61 | 35.86 | 6.55 | 9.45 |
| Draw Down(%) | NA | 9.68 | 12.42 | 21.10 | NA | NA | NA | 32.11 | 9.68 | 3.79 | 8.41 | 20.79 | 3.94 | 25.96 | 4.03 | 27.54 | 2.60 | 4.99 |
| Yield(%) | 0.00 | 5.36 | 6.29 | 6.68 | 6.02 | 4.02 | 3.01 | 6.69 | 0.00 | 5.72 | 5.64 | 7.18 | 9.22 | 5.93 | 8.68 | 6.21 | 4.41 | 1.38 |
Data as of 07/18/2025, AR inception is 05/05/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MXATX (GREAT-WEST LIFETIME 2030 FUND INVESTOR CLASS) |
0.71%
Apr 2021 - Apr 2024 |
3.12%
Oct 2017 - Oct 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MXATX (GREAT-WEST LIFETIME 2030 FUND INVESTOR CLASS) |
14.85%
Dec 2018 - Dec 2021 |
10.92%
Jun 2016 - Jun 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart