Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MXBGX (GREAT-WEST LIFETIME 2040 FUND INSTITUTIONAL CLASS) | 8.02% | 18.12% | 14.27% | 6.95% | 10.00% | NA | NA | … | … |
Data as of 06/12/2026, Common starting date is 05/04/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MXBGX (GREAT-WEST LIFETIME 2040 FUND INSTITUTIONAL CLASS) | 05/04/2016 | 06/12/2026 |
| 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 (%) | 1.19 | 18.12 | 14.27 | 6.95 | 10.00 | NA | NA | … | … | 8.02 | 16.19 | 10.48 | 16.14 | -15.87 | 15.70 | 13.67 | 25.05 | -9.26 | 17.84 | 9.88 |
| Sharpe Ratio | NA | 1.47 | 0.95 | 0.34 | 0.57 | NA | NA | … | … | 1.29 | 1.02 | 0.71 | 1.11 | -0.93 | 1.44 | 0.49 | 2.12 | -0.76 | 2.61 | 1.33 |
| Standard Deviation(%) | NA | 10.54 | 11.60 | 13.20 | 14.57 | NA | NA | … | … | 12.60 | 13.04 | 9.66 | 11.31 | 18.74 | 10.92 | 27.39 | 11.14 | 14.02 | 6.61 | 11.35 |
| Draw Down(%) | NA | 7.98 | 13.05 | 23.85 | 31.60 | NA | NA | … | … | 7.98 | 13.05 | 5.66 | 10.35 | 23.58 | 5.07 | 31.60 | 5.09 | 15.85 | 1.88 | 6.13 |
| Yield(%) | 0.00 | 5.22 | 6.29 | 6.43 | 7.97 | 5.36 | 4.02 | … | … | 0.00 | 5.55 | 7.06 | 6.34 | 8.37 | 11.10 | 6.84 | 10.74 | 6.88 | 7.30 | 2.20 |
Data as of 06/12/2026, Common starting date 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