Performance Comparison
Portfolio Performance Comparison
The return data shown below all have the same latest date: 05/05/2025.
Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
---|---|---|---|---|---|---|---|---|
MXBIX (GREAT-WEST BOND INDEX FUND INVESTOR CLASS) | 2.07% | 2.64% | 0.49% | -2.32% | 0.49% | 0.65% | 1.77% | 1.84% |
More Performance Analytics Comparison
Name | Start Date | End Date |
---|---|---|
MXBIX (GREAT-WEST BOND INDEX FUND INVESTOR CLASS) | 12/13/2002 | 05/05/2025 |
The return data shown below all have the same latest date: 05/05/2025.
AR inception is since 12/13/2002.
AR inception is since 12/13/2002.
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 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return (%) | -0.77 | 2.64 | 0.49 | -2.32 | 0.49 | 0.65 | 1.77 | 1.84 | 2.07 | -1.57 | 5.01 | -13.70 | -3.04 | 5.66 | 8.08 | -0.27 | 3.13 | 1.54 | 0.24 | 5.60 | -4.60 | 0.58 | 4.06 | 2.33 | 5.30 | 6.39 | 6.73 | 3.80 | 1.69 | 0.37 | 2.36 | 1.19 |
Sharpe Ratio | NA | -0.51 | -0.55 | -0.82 | -0.24 | NA | NA | 0.13 | 0.74 | -1.36 | 0.11 | -1.90 | -0.84 | 1.10 | 1.93 | -0.49 | 0.86 | 0.42 | 0.05 | 2.07 | -1.27 | 0.17 | 0.99 | 0.45 | 1.13 | 0.91 | 1.02 | 0.18 | -0.16 | -0.13 | 0.42 | 11.02 |
Standard Deviation(%) | NA | 5.80 | 6.97 | 6.01 | 5.01 | NA | NA | 4.49 | 5.25 | 5.99 | 7.25 | 7.96 | 3.65 | 4.90 | 3.46 | 3.25 | 2.93 | 3.19 | 3.89 | 2.70 | 3.65 | 3.16 | 4.09 | 5.02 | 4.61 | 6.00 | 3.70 | 2.91 | 3.07 | 4.43 | 3.95 | 2.74 |
Draw Down(%) | NA | 7.25 | 10.11 | 21.42 | 21.42 | NA | NA | 21.42 | 2.46 | 6.50 | 7.64 | 17.22 | 3.77 | 6.14 | 2.18 | 3.16 | 1.54 | 4.81 | 3.05 | 1.14 | 5.64 | 1.90 | 2.56 | 5.52 | 2.22 | 4.50 | 2.30 | 2.24 | 2.92 | 4.57 | 4.12 | 0.15 |
Yield(%) | 0.00 | 0.00 | 0.96 | 0.91 | 1.15 | 0.97 | 1.81 | 2.06 | 0.00 | 0.00 | 2.02 | 1.05 | 0.80 | 1.52 | 1.13 | 1.31 | 1.05 | 1.03 | 1.92 | 2.55 | 0.00 | 0.00 | 0.00 | 0.86 | 4.15 | 4.54 | 4.31 | 4.25 | 3.93 | 4.23 | 4.52 | 1.16 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
---|---|---|---|---|
MXBIX (GREAT-WEST BOND INDEX FUND INVESTOR CLASS) |
-6.85%
Oct 2020 - Oct 2023 |
-2.15%
Apr 2020 - Apr 2025 |
-0.36%
Oct 2012 - Oct 2022 |
0.65%
Jan 2010 - Jan 2025 |
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
---|---|---|---|---|
MXBIX (GREAT-WEST BOND INDEX FUND INVESTOR CLASS) |
7.60%
Aug 2007 - Aug 2010 |
6.04%
Oct 2005 - Oct 2010 |
3.59%
Jun 2006 - Jun 2016 |
3.33%
Jul 2005 - Jul 2020 |
Annualized Rolling Returns Comparison Chart