Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| MXBDX (GREAT-WEST LIFETIME 2040 FUND INVESTOR CLASS) | 9.42% | 12.32% | 11.34% | 9.31% | NA | NA | NA | 9.26% |
Data as of 07/25/2025, AR inception is 05/05/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MXBDX (GREAT-WEST LIFETIME 2040 FUND INVESTOR CLASS) | 05/05/2016 | 07/25/2025 |
| 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 (%) | 1.13 | 12.32 | 11.34 | 9.31 | NA | NA | NA | 9.26 | 9.42 | 9.83 | 16.09 | -16.25 | 15.38 | 13.25 | 24.57 | -9.53 | 17.84 | 9.43 |
| Sharpe Ratio | NA | 0.63 | 0.59 | 0.54 | NA | NA | NA | 0.41 | 0.86 | 0.62 | 1.12 | -0.93 | 1.40 | 0.47 | 2.30 | -0.31 | 1.96 | 1.28 |
| Standard Deviation(%) | NA | 14.50 | 13.53 | 13.75 | NA | NA | NA | 18.40 | 16.71 | 9.99 | 11.23 | 19.10 | 10.95 | 27.79 | 10.06 | 34.92 | 8.82 | 11.27 |
| Draw Down(%) | NA | 13.17 | 14.41 | 24.08 | NA | NA | NA | 35.23 | 13.17 | 5.72 | 10.44 | 23.77 | 5.05 | 31.64 | 5.45 | 28.02 | 3.94 | 6.13 |
| Yield(%) | 0.00 | 6.37 | 7.05 | 7.79 | 7.16 | 4.77 | 3.58 | 7.96 | 0.00 | 6.84 | 5.91 | 8.06 | 10.75 | 6.70 | 10.33 | 6.71 | 7.46 | 1.95 |
Data as of 07/25/2025, 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 |
|---|---|---|---|---|
| MXBDX (GREAT-WEST LIFETIME 2040 FUND INVESTOR CLASS) |
0.70%
Mar 2017 - Mar 2020 |
3.64%
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 |
|---|---|---|---|---|
| MXBDX (GREAT-WEST LIFETIME 2040 FUND INVESTOR CLASS) |
17.63%
Dec 2018 - Dec 2021 |
12.83%
Jun 2016 - Jun 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart