Performance Comparison
Portfolio Performance Comparison
Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
---|---|---|---|---|---|---|---|---|
MXBCX (GREAT-WEST LIFETIME CONSERVATIVE 2040 FUND INSTITUTIONAL CLASS) | NA | 6.66% | 6.17% | NA | NA | NA | NA | 8.61% |
Data as of 08/19/2020, AR inception is 05/05/2016
More Performance Analytics Comparison
Name | Start Date | End Date |
---|---|---|
MXBCX (GREAT-WEST LIFETIME CONSERVATIVE 2040 FUND INSTITUTIONAL CLASS) | 05/05/2016 | 08/19/2020 |
Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2020 | 2019 | 2018 | 2017 | 2016 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return (%) | -0.45 | 6.66 | 6.17 | NA | NA | NA | NA | 8.61 | -0.61 | 4.83 | -7.32 | 15.67 | 7.73 |
Sharpe Ratio | NA | -0.35 | 0.00 | NA | NA | NA | NA | 0.09 | -0.09 | 0.31 | -0.11 | 2.22 | 1.23 |
Standard Deviation(%) | NA | 22.30 | 46.29 | NA | NA | NA | NA | 38.94 | 26.21 | 10.91 | 76.69 | 6.81 | 9.46 |
Draw Down(%) | NA | 29.92 | 38.22 | NA | NA | NA | NA | 38.22 | 25.91 | 11.21 | 25.72 | 2.91 | 5.08 |
Yield(%) | 0.00 | 7.30 | 6.38 | 4.79 | 2.40 | 1.60 | 1.20 | 5.99 | 0.69 | 8.31 | 6.94 | 4.87 | 1.37 |
Data as of 08/19/2020, 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 |
---|---|---|---|---|
MXBCX (GREAT-WEST LIFETIME CONSERVATIVE 2040 FUND INSTITUTIONAL CLASS) |
1.72%
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 |
---|---|---|---|---|
MXBCX (GREAT-WEST LIFETIME CONSERVATIVE 2040 FUND INSTITUTIONAL CLASS) |
9.51%
Jun 2016 - Jun 2019 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart