Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
MXBOX (GREAT-WEST LIFETIME 2050 FUND INVESTOR CLASS) 9.90% 22.34% 16.22% 7.58% 10.11% NA NA
Data as of 06/04/2026, Common starting date is 05/05/2016
More Performance Analytics Comparison
Name Start Date End Date
MXBOX (GREAT-WEST LIFETIME 2050 FUND INVESTOR CLASS) 05/05/2016 06/04/2026
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 (%) -0.07 22.34 16.22 7.58 10.11 NA NA 9.90 17.26 10.78 17.39 -16.89 16.42 13.62 25.68 -10.38 19.30 9.14
Sharpe Ratio NA 1.85 1.01 0.35 0.37 NA NA 1.75 0.94 0.64 1.11 -0.87 1.37 0.45 2.24 -0.21 2.38 1.18
Standard Deviation(%) NA 11.22 13.24 14.87 23.19 NA NA 13.57 15.36 11.25 12.46 21.06 11.98 29.86 10.79 55.25 7.87 11.85
Draw Down(%) NA 8.86 14.84 25.56 45.52 NA NA 8.86 14.84 6.85 11.55 25.25 5.65 33.50 5.83 38.41 2.87 6.43
Yield(%) 0.00 5.36 6.41 6.35 7.60 5.22 3.92 0.00 5.66 7.38 5.84 7.74 11.31 6.79 10.31 6.76 4.83 1.55
Data as of 06/04/2026, 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
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

3-Year Annualized Rolling Return