Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MXBSX (GREAT-WEST LIFETIME 2050 FUND INSTITUTIONAL CLASS) | 10.07% | 22.71% | 16.62% | 7.95% | 10.63% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 05/04/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MXBSX (GREAT-WEST LIFETIME 2050 FUND INSTITUTIONAL CLASS) | 05/04/2016 | 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 | 22.71 | 16.62 | 7.95 | 10.63 | NA | NA | … | … | 10.07 | 17.70 | 11.14 | 17.78 | -16.57 | 16.81 | 13.96 | 27.28 | -10.04 | 19.75 | 9.53 |
| Sharpe Ratio | NA | 1.88 | 1.04 | 0.38 | 0.41 | NA | NA | … | … | 1.78 | 0.96 | 0.66 | 1.15 | -0.86 | 1.40 | 0.46 | 2.13 | -0.23 | 2.96 | 1.26 |
| Standard Deviation(%) | NA | 11.25 | 13.27 | 14.86 | 22.03 | NA | NA | … | … | 13.57 | 15.42 | 11.35 | 12.35 | 21.03 | 11.98 | 29.93 | 12.12 | 50.17 | 6.48 | 11.53 |
| Draw Down(%) | NA | 8.80 | 14.76 | 25.27 | 34.64 | NA | NA | … | … | 8.80 | 14.76 | 6.80 | 11.49 | 24.98 | 5.61 | 33.47 | 5.52 | 34.64 | 1.94 | 6.33 |
| Yield(%) | 0.00 | 5.57 | 6.71 | 6.60 | 8.06 | 5.53 | 4.15 | … | … | 0.00 | 5.89 | 7.66 | 6.27 | 8.06 | 11.65 | 6.95 | 11.79 | 7.11 | 5.03 | 1.75 |
Data as of 06/04/2026, 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 |
|---|---|---|---|---|
| MXBSX (GREAT-WEST LIFETIME 2050 FUND INSTITUTIONAL CLASS) |
0.89%
Mar 2017 – Mar 2020 |
4.09%
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 |
|---|---|---|---|---|
| MXBSX (GREAT-WEST LIFETIME 2050 FUND INSTITUTIONAL CLASS) |
19.22%
Dec 2018 – Dec 2021 |
13.99%
Jun 2016 – Jun 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart