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
MXAYX (GREAT-WEST LIFETIME 2030 FUND INSTITUTIONAL CLASS) 6.59% 15.80% 12.15% 5.64% 8.20% NA NA
Data as of 06/04/2026, Common starting date is 05/04/2016
More Performance Analytics Comparison
Name Start Date End Date
MXAYX (GREAT-WEST LIFETIME 2030 FUND INSTITUTIONAL CLASS) 05/04/2016 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 15.80 12.15 5.64 8.20 NA NA 6.59 13.29 8.53 13.37 -14.25 12.17 12.75 21.11 -7.10 15.24 7.95
Sharpe Ratio NA 1.82 1.05 0.32 0.36 NA NA 1.56 1.07 0.66 1.09 -1.07 1.46 0.59 2.37 -0.17 2.74 1.28
Standard Deviation(%) NA 7.68 8.85 10.16 18.80 NA NA 9.36 9.74 7.46 8.96 14.69 8.35 21.27 8.27 48.83 5.35 9.42
Draw Down(%) NA 6.27 9.57 20.84 32.67 NA NA 6.27 9.57 3.84 8.38 20.58 3.91 25.91 3.73 32.67 1.57 4.98
Yield(%) 0.00 4.76 5.70 5.86 6.72 4.59 3.45 0.00 4.97 5.97 6.14 7.60 9.62 6.10 9.18 6.59 4.54 1.60
Data as of 06/04/2026, Common starting date is 05/04/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
MXAYX (GREAT-WEST LIFETIME 2030 FUND INSTITUTIONAL CLASS) 1.07%
Apr 2021 – Apr 2024
3.46%
Sep 2017 – Sep 2022
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
MXAYX (GREAT-WEST LIFETIME 2030 FUND INSTITUTIONAL CLASS) 15.27%
Dec 2018 – Dec 2021
11.32%
Jun 2016 – Jun 2021
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return