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
MXBAX (GREAT-WEST LIFETIME CONSERVATIVE 2040 FUND INVESTOR CLASS) NA 6.25% 5.80% NA NA NA NA
Data as of 08/19/2020, Common starting date is 05/05/2016
More Performance Analytics Comparison
Name Start Date End Date
MXBAX (GREAT-WEST LIFETIME CONSERVATIVE 2040 FUND INVESTOR CLASS) 05/05/2016 08/19/2020
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2020 2019 2018 2017 2016
Annualized Return (%) -0.44 6.25 5.80 NA NA NA NA -0.87 5.54 -7.61 15.45 7.36
Sharpe Ratio NA -0.33 0.00 NA NA NA NA -0.10 0.40 -0.12 2.30 1.17
Standard Deviation(%) NA 22.09 45.68 NA NA NA NA 26.11 10.35 75.70 6.47 9.44
Draw Down(%) NA 29.59 46.86 NA NA NA NA 25.97 10.97 33.39 2.58 4.99
Yield(%) 0.00 6.74 5.88 4.37 2.18 1.46 1.09 0.52 7.68 6.47 4.33 1.20
Data as of 08/19/2020, 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
MXBAX (GREAT-WEST LIFETIME CONSERVATIVE 2040 FUND INVESTOR CLASS) 1.36%
Mar 2017 – Mar 2020
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
MXBAX (GREAT-WEST LIFETIME CONSERVATIVE 2040 FUND INVESTOR CLASS) 9.12%
Jun 2016 – Jun 2019
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return