Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MXBEX (GREAT-WEST LIFETIME 2040 FUND SERVICE CLASS) | 6.62% | 17.63% | 13.88% | 6.30% | 9.17% | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 05/05/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MXBEX (GREAT-WEST LIFETIME 2040 FUND SERVICE CLASS) | 05/05/2016 | 06/05/2026 |
| 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 (%) | -1.85 | 17.63 | 13.88 | 6.30 | 9.17 | NA | NA | … | … | 6.62 | 15.65 | 9.71 | 15.95 | -16.35 | 15.23 | 13.18 | 24.50 | -9.71 | 17.42 | 9.70 |
| Sharpe Ratio | NA | 1.46 | 0.90 | 0.28 | 0.46 | NA | NA | … | … | 1.11 | 0.94 | 0.61 | 1.10 | -0.93 | 1.38 | 0.46 | 2.29 | -0.41 | 1.82 | 1.28 |
| Standard Deviation(%) | NA | 10.23 | 11.82 | 13.39 | 16.55 | NA | NA | … | … | 12.23 | 13.57 | 9.94 | 11.25 | 19.19 | 10.98 | 27.78 | 10.07 | 27.18 | 9.24 | 11.64 |
| Draw Down(%) | NA | 7.99 | 13.12 | 24.24 | 31.59 | NA | NA | … | … | 7.99 | 13.12 | 5.72 | 10.48 | 23.94 | 5.15 | 31.59 | 5.44 | 21.85 | 4.39 | 6.04 |
| Yield(%) | 0.00 | 4.77 | 5.77 | 5.95 | 7.24 | 4.98 | 3.73 | … | … | 0.00 | 5.01 | 6.47 | 5.58 | 7.79 | 10.31 | 6.31 | 10.12 | 6.55 | 6.85 | 2.11 |
Data as of 06/05/2026, 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 |
|---|---|---|---|---|
| MXBEX (GREAT-WEST LIFETIME 2040 FUND SERVICE CLASS) |
0.59%
Mar 2017 – Mar 2020 |
3.54%
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 |
|---|---|---|---|---|
| MXBEX (GREAT-WEST LIFETIME 2040 FUND SERVICE CLASS) |
17.54%
Dec 2018 – Dec 2021 |
12.71%
Jun 2016 – Jun 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart