Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| MXEQX (GREAT-WEST T. ROWE PRICE EQUITY INCOME FUND INVESTOR CLASS) | 5.19% | 6.58% | 9.47% | 12.18% | 8.90% | 9.52% | 5.67% | 6.92% |
Data as of 08/01/2025, AR inception is 12/29/1994
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MXEQX (GREAT-WEST T. ROWE PRICE EQUITY INCOME FUND INVESTOR CLASS) | 12/29/1994 | 08/01/2025 |
| 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 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -3.31 | 6.58 | 9.47 | 12.18 | 8.90 | 9.52 | 5.67 | 6.92 | 5.19 | 11.05 | 9.92 | -6.32 | 23.81 | 1.17 | 26.53 | -9.95 | 16.41 | 18.08 | -6.89 | 7.66 | 29.67 | 14.76 | -2.73 | 13.06 | 25.41 | -42.34 | -4.13 | 14.11 | -2.39 | 11.66 | 25.48 | -13.65 | -0.16 | 4.83 | -4.96 | 3.20 | 23.93 | 17.59 | 33.01 | -0.39 |
| Sharpe Ratio | NA | 0.20 | 0.40 | 0.64 | 0.41 | NA | NA | 0.28 | 0.33 | 0.39 | 0.45 | -0.38 | 1.76 | 0.03 | 2.22 | -0.68 | 2.14 | 1.22 | -0.44 | 0.74 | 2.74 | 1.12 | -0.12 | 0.68 | 0.80 | -1.00 | -0.42 | 1.10 | -0.41 | 1.03 | 1.62 | -0.64 | -0.16 | 0.04 | -0.52 | -0.01 | 1.47 | 1.39 | 3.78 | NA |
| Standard Deviation(%) | NA | 17.28 | 15.23 | 15.72 | 18.11 | NA | NA | 18.45 | 18.67 | 11.37 | 12.62 | 20.22 | 13.54 | 36.67 | 11.34 | 16.54 | 7.40 | 14.65 | 15.59 | 10.39 | 10.82 | 13.20 | 23.88 | 19.16 | 31.55 | 43.31 | 16.83 | 9.92 | 11.19 | 10.42 | 15.34 | 23.05 | 16.26 | 19.03 | 15.62 | 15.23 | 13.86 | 10.03 | 7.72 | 0.00 |
| Draw Down(%) | NA | 14.64 | 14.64 | 17.16 | 37.73 | NA | NA | 65.22 | 14.19 | 9.90 | 10.20 | 17.16 | 6.19 | 37.73 | 6.48 | 19.76 | 3.38 | 10.60 | 15.64 | 8.16 | 5.41 | 9.97 | 21.16 | 18.01 | 32.83 | 49.97 | 14.82 | 6.75 | 6.74 | 5.80 | 15.65 | 29.80 | 19.70 | 15.06 | 18.09 | 15.68 | 7.69 | 4.50 | 2.34 | 0.39 |
| Yield(%) | 0.00 | 3.89 | 1.61 | 1.41 | 3.38 | 4.93 | 2.98 | 5.15 | 0.00 | 4.43 | 0.04 | 0.05 | 0.42 | 0.06 | 5.70 | 5.51 | 5.82 | 3.65 | 5.93 | 10.31 | 8.39 | 0.00 | 0.00 | 0.00 | 2.09 | 2.26 | 1.85 | 1.73 | 1.58 | 1.66 | 1.66 | 1.50 | 2.79 | 4.81 | 1.91 | 2.10 | 2.48 | 2.35 | 4.04 | 0.62 |
Data as of 08/01/2025, AR inception is 12/29/1994
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MXEQX (GREAT-WEST T. ROWE PRICE EQUITY INCOME FUND INVESTOR CLASS) |
-22.27%
Feb 2006 - Feb 2009 |
-12.56%
Feb 2004 - Feb 2009 |
-5.00%
Feb 1999 - Feb 2009 |
1.06%
Jul 1997 - Jul 2012 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MXEQX (GREAT-WEST T. ROWE PRICE EQUITY INCOME FUND INVESTOR CLASS) |
24.91%
Mar 1995 - Mar 1998 |
21.56%
Feb 2009 - Feb 2014 |
13.81%
Feb 2009 - Feb 2019 |
12.23%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart