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
MXEBX (GREAT-WEST CORE STRATEGIES: U.S. EQUITY FUND INSTITUTIONAL CLASS) 11.51% 27.44% 20.93% 12.28% NA NA NA
Data as of 06/04/2026, Common starting date is 06/25/2018
More Performance Analytics Comparison
Name Start Date End Date
MXEBX (GREAT-WEST CORE STRATEGIES: U.S. EQUITY FUND INSTITUTIONAL CLASS) 06/25/2018 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
Annualized Return (%) 0.58 27.44 20.93 12.28 NA NA NA 11.51 15.39 21.57 23.27 -15.57 26.53 18.45 30.28 -12.36
Sharpe Ratio NA 2.09 1.11 0.56 NA NA NA 1.94 0.69 1.01 1.49 -0.74 1.88 0.52 2.21 -1.34
Standard Deviation(%) NA 11.92 16.31 17.43 NA NA NA 13.41 18.13 17.75 13.24 23.15 14.14 35.07 13.07 18.03
Draw Down(%) NA 8.78 22.75 22.94 NA NA NA 8.78 18.32 9.39 10.37 22.94 5.31 35.75 6.89 22.67
Yield(%) 0.00 5.70 7.38 7.01 5.77 3.85 2.88 0.00 5.77 9.68 5.09 6.12 11.73 2.09 2.49 0.54
Data as of 06/04/2026, Common starting date is 06/25/2018
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
MXEBX (GREAT-WEST CORE STRATEGIES: U.S. EQUITY FUND INSTITUTIONAL CLASS) 7.28%
Apr 2021 – Apr 2024
8.74%
Sep 2018 – Sep 2023
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
MXEBX (GREAT-WEST CORE STRATEGIES: U.S. EQUITY FUND INSTITUTIONAL CLASS) 24.99%
Dec 2018 – Dec 2021
18.75%
Mar 2020 – Mar 2025
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return