Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| MXETX (Great-West Core Strategies: U.S. Equity Fund Investor Class) | 6.86% | 10.99% | 15.07% | NA | NA | NA | NA | 18.35% |
Data as of 07/31/2025, AR inception is 09/08/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MXETX (Great-West Core Strategies: U.S. Equity Fund Investor Class) | 09/08/2020 | 07/31/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.08 | 10.99 | 15.07 | NA | NA | NA | NA | 18.35 | 6.86 | 21.16 | 22.79 | -25.11 | 41.67 | 16.30 |
| Sharpe Ratio | NA | 0.43 | 0.70 | NA | NA | NA | NA | 0.65 | 0.44 | 0.91 | 1.46 | -1.04 | 2.30 | 3.61 |
| Standard Deviation(%) | NA | 23.85 | 18.63 | NA | NA | NA | NA | 19.68 | 21.96 | 19.20 | 13.20 | 25.57 | 18.13 | 16.86 |
| Draw Down(%) | NA | 24.26 | 24.26 | NA | NA | NA | NA | 31.05 | 18.38 | 11.03 | 10.49 | 31.05 | 5.35 | 6.89 |
| Yield(%) | 0.00 | 9.82 | 6.29 | 9.61 | 4.80 | 3.20 | 2.40 | 12.01 | 0.00 | 11.76 | 5.95 | 7.33 | 13.80 | 2.39 |
Data as of 07/31/2025, AR inception is 09/08/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MXETX (Great-West Core Strategies: U.S. Equity Fund Investor Class) |
3.67%
Dec 2021 - Dec 2024 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MXETX (Great-West Core Strategies: U.S. Equity Fund Investor Class) |
17.41%
Jun 2022 - Jun 2025 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart