Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| MXBSX (GREAT-WEST LIFETIME 2050 FUND INSTITUTIONAL CLASS) | 9.03% | 9.53% | 13.95% | 10.83% | NA | NA | NA | 10.12% |
Data as of 07/14/2025, AR inception is 05/04/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MXBSX (GREAT-WEST LIFETIME 2050 FUND INSTITUTIONAL CLASS) | 05/04/2016 | 07/14/2025 |
| 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 | 9.53 | 13.95 | 10.83 | NA | NA | NA | 10.12 | 9.03 | 11.14 | 17.78 | -16.57 | 16.81 | 13.96 | 27.28 | -10.04 | 19.75 | 9.53 |
| Sharpe Ratio | NA | 0.47 | 0.67 | 0.59 | NA | NA | NA | 0.37 | 0.85 | 0.66 | 1.15 | -0.86 | 1.40 | 0.46 | 2.13 | -0.23 | 2.96 | 1.26 |
| Standard Deviation(%) | NA | 16.50 | 15.13 | 15.22 | NA | NA | NA | 22.73 | 19.28 | 11.35 | 12.35 | 21.03 | 11.98 | 29.93 | 12.12 | 50.17 | 6.48 | 11.53 |
| Draw Down(%) | NA | 14.76 | 15.21 | 25.27 | NA | NA | NA | 34.64 | 14.76 | 6.80 | 11.49 | 24.98 | 5.61 | 33.47 | 5.52 | 34.64 | 1.94 | 6.33 |
| Yield(%) | 0.00 | 6.90 | 7.80 | 8.56 | 7.63 | 5.09 | 3.82 | 8.48 | 0.00 | 7.66 | 6.27 | 8.06 | 11.65 | 6.95 | 11.79 | 7.11 | 5.03 | 1.75 |
Data as of 07/14/2025, AR inception 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