Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| MXERX (GREAT-WEST S&P SMALL CAP 600 INDEX FUND INSTITUTIONAL CLASS) | -0.47% | -0.04% | 6.80% | 11.39% | 8.35% | NA | NA | 8.44% |
Data as of 07/23/2025, AR inception is 05/01/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MXERX (GREAT-WEST S&P SMALL CAP 600 INDEX FUND INSTITUTIONAL CLASS) | 05/01/2015 | 07/23/2025 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.40 | -0.04 | 6.80 | 11.39 | 8.35 | NA | NA | 8.44 | -0.47 | 8.43 | 15.73 | -28.45 | 47.95 | 11.15 | 21.59 | -8.72 | 13.99 | 26.17 | -4.16 |
| Sharpe Ratio | NA | -0.13 | 0.19 | 0.38 | 0.25 | NA | NA | 0.26 | -0.28 | 0.21 | 0.61 | -1.04 | 1.83 | 0.24 | 1.24 | -0.34 | 1.08 | 1.50 | -0.37 |
| Standard Deviation(%) | NA | 27.19 | 23.11 | 24.80 | 25.62 | NA | NA | 25.41 | 26.07 | 23.43 | 19.89 | 28.87 | 26.13 | 44.60 | 16.19 | 29.49 | 12.43 | 17.35 | 16.80 |
| Draw Down(%) | NA | 28.19 | 28.19 | 34.32 | 44.50 | NA | NA | 44.50 | 24.22 | 9.21 | 17.87 | 34.32 | 9.89 | 42.52 | 10.12 | 26.96 | 6.62 | 12.40 | 13.26 |
| Yield(%) | 0.00 | 9.23 | 9.05 | 13.29 | 10.41 | 6.99 | 5.25 | 10.49 | 0.00 | 9.97 | 7.99 | 8.54 | 21.22 | 11.22 | 12.44 | 16.97 | 14.46 | 10.17 | 11.87 |
Data as of 07/23/2025, AR inception is 05/01/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MXERX (GREAT-WEST S&P SMALL CAP 600 INDEX FUND INSTITUTIONAL CLASS) |
-5.49%
Mar 2017 - Mar 2020 |
2.96%
Sep 2018 - Sep 2023 |
7.77%
Jun 2015 - Jun 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MXERX (GREAT-WEST S&P SMALL CAP 600 INDEX FUND INSTITUTIONAL CLASS) |
25.98%
Dec 2018 - Dec 2021 |
16.46%
Feb 2016 - Feb 2021 |
7.77%
Jun 2015 - Jun 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart