Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| MXBOX (GREAT-WEST LIFETIME 2050 FUND INVESTOR CLASS) | 9.17% | 10.47% | 13.43% | 10.14% | NA | NA | NA | 9.64% |
Data as of 07/18/2025, AR inception is 05/05/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MXBOX (GREAT-WEST LIFETIME 2050 FUND INVESTOR CLASS) | 05/05/2016 | 07/18/2025 |
| 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 (%) | 0.33 | 10.47 | 13.43 | 10.14 | NA | NA | NA | 9.64 | 9.17 | 10.78 | 17.39 | -16.89 | 16.42 | 13.62 | 25.68 | -10.38 | 19.30 | 9.14 |
| Sharpe Ratio | NA | 0.45 | 0.67 | 0.54 | NA | NA | NA | 0.33 | 0.77 | 0.64 | 1.11 | -0.87 | 1.37 | 0.45 | 2.24 | -0.21 | 2.38 | 1.18 |
| Standard Deviation(%) | NA | 16.32 | 15.09 | 15.19 | NA | NA | NA | 23.93 | 18.90 | 11.25 | 12.46 | 21.06 | 11.98 | 29.86 | 10.79 | 55.25 | 7.87 | 11.85 |
| Draw Down(%) | NA | 14.84 | 15.32 | 25.56 | NA | NA | NA | 45.52 | 14.84 | 6.85 | 11.55 | 25.25 | 5.65 | 33.50 | 5.83 | 38.41 | 2.87 | 6.43 |
| Yield(%) | 0.00 | 6.72 | 7.45 | 8.13 | 7.19 | 4.79 | 3.60 | 7.99 | 0.00 | 7.38 | 5.84 | 7.74 | 11.31 | 6.79 | 10.31 | 6.76 | 4.83 | 1.55 |
Data as of 07/18/2025, 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 |
|---|---|---|---|---|
| MXBOX (GREAT-WEST LIFETIME 2050 FUND INVESTOR CLASS) |
0.18%
Mar 2017 - Mar 2020 |
3.53%
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 |
|---|---|---|---|---|
| MXBOX (GREAT-WEST LIFETIME 2050 FUND INVESTOR CLASS) |
18.46%
Dec 2018 - Dec 2021 |
13.33%
Jun 2016 - Jun 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart