Performance Comparison
Portfolio Performance Comparison
The return data shown below all have the same latest date: 05/19/2025.
| Name | Inception | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR |
|---|---|---|---|---|---|---|---|---|
| MXBPX (GREAT-WEST MODERATELY AGGRESSIVE PROFILE II FUND INVESTOR CLASS) | 2.55% | 4.32% | 3.64% | 3.66% | 4.70% | 4.04% | 3.77% | 2.85% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MXBPX (GREAT-WEST MODERATELY AGGRESSIVE PROFILE II FUND INVESTOR CLASS) | 09/16/1999 | 05/19/2025 |
The return data shown below all have the same latest date: 05/19/2025.
AR inception is since 09/16/1999.
AR inception is since 09/16/1999.
| 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 | 2001 | 2000 | 1999 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.97 | 3.64 | 3.66 | 4.70 | 4.04 | 3.77 | 2.85 | 2.55 | 4.32 | 5.81 | 10.21 | -19.61 | 8.99 | 4.26 | 21.24 | -8.36 | 12.38 | 11.66 | 0.10 | 7.03 | 10.33 | -8.10 | -5.98 | 10.74 | 28.51 | -34.48 | -2.01 | 11.47 | 7.84 | 13.50 | 24.25 | -13.25 | -12.11 | -7.45 | 8.62 |
| Sharpe Ratio | NA | -0.20 | -0.07 | 0.19 | 0.16 | NA | NA | 0.07 | 0.56 | -0.08 | 0.59 | -1.17 | 0.86 | 0.16 | 2.16 | -0.84 | 2.08 | 1.03 | 0.00 | 0.56 | 1.03 | -0.32 | -0.31 | 0.72 | 1.28 | -1.19 | -0.36 | 0.96 | 0.80 | 1.51 | 2.25 | -0.93 | -0.79 | -0.64 | 2.43 |
| Standard Deviation(%) | NA | 12.61 | 13.18 | 13.20 | 14.28 | NA | NA | 15.79 | 16.31 | 9.44 | 10.20 | 17.94 | 10.37 | 24.80 | 9.17 | 11.56 | 5.68 | 11.07 | 18.96 | 12.49 | 10.00 | 25.69 | 19.46 | 14.73 | 22.15 | 29.56 | 14.15 | 8.56 | 7.10 | 8.34 | 10.47 | 15.43 | 18.47 | 18.17 | 12.00 |
| Draw Down(%) | NA | 11.68 | 18.14 | 28.05 | 28.63 | NA | NA | 53.52 | 11.46 | 4.86 | 12.32 | 25.49 | 5.21 | 28.63 | 4.31 | 13.45 | 2.38 | 9.56 | 12.43 | 9.29 | 5.60 | 20.72 | 19.98 | 11.90 | 22.19 | 44.90 | 12.94 | 8.34 | 4.54 | 6.56 | 11.13 | 23.00 | 27.42 | 14.92 | 4.23 |
| Yield(%) | 0.00 | 2.98 | 2.25 | 3.02 | 5.25 | 4.45 | 3.58 | 3.14 | 0.00 | 3.19 | 2.37 | 1.33 | 4.93 | 1.94 | 12.39 | 10.25 | 6.70 | 8.32 | 9.31 | 9.76 | 0.00 | 0.00 | 0.00 | 1.37 | 1.87 | 2.17 | 2.39 | 3.17 | 2.20 | 2.29 | 1.84 | 1.86 | 1.37 | 3.09 | 0.00 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MXBPX (GREAT-WEST MODERATELY AGGRESSIVE PROFILE II FUND INVESTOR CLASS) |
-16.00%
Feb 2006 - Feb 2009 |
-7.88%
May 2007 - May 2012 |
-0.72%
Aug 2000 - Aug 2010 |
0.39%
Aug 2000 - Aug 2015 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MXBPX (GREAT-WEST MODERATELY AGGRESSIVE PROFILE II FUND INVESTOR CLASS) |
18.76%
Mar 2003 - Mar 2006 |
12.88%
Sep 2002 - Sep 2007 |
7.86%
Feb 2009 - Feb 2019 |
6.06%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart