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
MXATX (GREAT-WEST LIFETIME 2030 FUND INVESTOR CLASS) 6.34% 15.30% 11.73% 5.25% 7.81% NA NA
Data as of 06/04/2026, Common starting date is 05/05/2016
More Performance Analytics Comparison
Name Start Date End Date
MXATX (GREAT-WEST LIFETIME 2030 FUND INVESTOR CLASS) 05/05/2016 06/04/2026
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception YTD 2025 2024 2023 2022 2021 2020 2019 2018 2017 2016
Annualized Return (%) -0.08 15.30 11.73 5.25 7.81 NA NA 6.34 12.97 7.83 13.29 -14.59 11.77 12.38 20.60 -7.36 14.96 7.43
Sharpe Ratio NA 1.76 0.97 0.28 0.40 NA NA 1.49 0.97 0.55 1.09 -1.07 1.41 0.56 2.51 -0.24 2.19 1.19
Standard Deviation(%) NA 7.71 9.20 10.42 15.75 NA NA 9.39 10.48 7.69 8.92 15.05 8.34 21.47 7.61 35.86 6.55 9.45
Draw Down(%) NA 6.29 9.68 21.10 32.11 NA NA 6.29 9.68 3.79 8.41 20.79 3.94 25.96 4.03 27.54 2.60 4.99
Yield(%) 0.00 4.54 5.37 5.57 6.37 4.35 3.26 0.00 4.73 5.72 5.64 7.18 9.22 5.93 8.68 6.21 4.41 1.38
Data as of 06/04/2026, Common starting date 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

3-Year Annualized Rolling Return