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
MXESX (GREAT-WEST SECUREFOUNDATION LIFETIME 2040 FUND SERVICE CLASS) NA -30.50% -5.80% 0.27% 4.27% NA NA
Data as of 11/09/2021, Common starting date is 02/01/2011
More Performance Analytics Comparison
Name Start Date End Date
MXESX (GREAT-WEST SECUREFOUNDATION LIFETIME 2040 FUND SERVICE CLASS) 02/01/2011 11/09/2021
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011
Annualized Return (%) 0.00 -30.50 -5.80 0.27 4.27 NA NA -40.06 13.28 22.27 -8.87 17.03 7.73 -1.72 5.84 24.03 13.60 -6.60
Sharpe Ratio NA -0.63 -0.24 -0.06 0.12 NA NA -0.74 0.49 2.19 -0.25 2.47 0.57 -0.13 0.55 1.97 1.11 -0.30
Standard Deviation(%) NA 56.68 36.55 33.70 25.49 NA NA 61.14 26.52 9.53 40.86 6.66 13.07 13.63 10.58 12.15 12.30 24.20
Draw Down(%) NA 42.08 42.08 42.08 42.08 NA NA 42.08 29.17 5.55 29.49 2.05 10.27 12.01 8.23 6.44 10.85 21.29
Yield(%) 0.00 9.34 11.73 10.10 8.53 5.30 3.98 8.69 10.43 10.53 12.23 4.76 2.19 3.66 3.72 8.34 0.00 0.00
Data as of 11/09/2021, Common starting date is 02/01/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
MXESX (GREAT-WEST SECUREFOUNDATION LIFETIME 2040 FUND SERVICE CLASS) -10.53%
Jan 2018 – Jan 2021
-0.84%
Mar 2016 – Mar 2021
2.49%
Apr 2011 – Apr 2021
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
MXESX (GREAT-WEST SECUREFOUNDATION LIFETIME 2040 FUND SERVICE CLASS) 15.15%
Sep 2011 – Sep 2014
10.60%
Nov 2012 – Nov 2017
4.53%
Sep 2011 – Sep 2021
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return