Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| MXBGX (GREAT-WEST LIFETIME 2040 FUND INSTITUTIONAL CLASS) | 8.78% | 10.18% | 12.67% | 10.23% | NA | NA | NA | 9.53% |
Data as of 07/11/2025, AR inception is 05/04/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MXBGX (GREAT-WEST LIFETIME 2040 FUND INSTITUTIONAL CLASS) | 05/04/2016 | 07/11/2025 |
| 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 (%) | 0.78 | 10.18 | 12.67 | 10.23 | NA | NA | NA | 9.53 | 8.78 | 10.48 | 16.14 | -15.87 | 15.70 | 13.67 | 25.05 | -9.26 | 17.84 | 9.88 |
| Sharpe Ratio | NA | 0.52 | 0.71 | 0.59 | NA | NA | NA | 0.53 | 0.91 | 0.71 | 1.11 | -0.93 | 1.44 | 0.49 | 2.12 | -0.76 | 2.61 | 1.33 |
| Standard Deviation(%) | NA | 13.47 | 13.12 | 13.50 | NA | NA | NA | 14.85 | 15.91 | 9.66 | 11.31 | 18.74 | 10.92 | 27.39 | 11.14 | 14.02 | 6.61 | 11.35 |
| Draw Down(%) | NA | 13.05 | 14.36 | 23.85 | NA | NA | NA | 31.60 | 13.05 | 5.66 | 10.35 | 23.58 | 5.07 | 31.60 | 5.09 | 15.85 | 1.88 | 6.13 |
| Yield(%) | 0.00 | 6.50 | 7.58 | 8.34 | 7.44 | 4.96 | 3.72 | 8.27 | 0.00 | 7.06 | 6.34 | 8.37 | 11.10 | 6.84 | 10.74 | 6.88 | 7.30 | 2.20 |
Data as of 07/11/2025, AR inception is 05/04/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MXBGX (GREAT-WEST LIFETIME 2040 FUND INSTITUTIONAL CLASS) |
1.04%
Mar 2017 - Mar 2020 |
3.88%
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 |
|---|---|---|---|---|
| MXBGX (GREAT-WEST LIFETIME 2040 FUND INSTITUTIONAL CLASS) |
18.03%
Dec 2018 - Dec 2021 |
13.21%
Jun 2016 - Jun 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart