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
MXGNX (Great-West Lifetime 2060 Fund Investor Class) 9.57% 20.73% 15.57% 7.39% NA NA NA
Data as of 06/12/2026, Common starting date is 05/03/2019
More Performance Analytics Comparison
Name Start Date End Date
MXGNX (Great-West Lifetime 2060 Fund Investor Class) 05/03/2019 06/12/2026
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
Annualized Return (%) 1.33 20.73 15.57 7.39 NA NA NA 9.57 17.97 10.87 17.00 -17.05 16.09 13.73 8.56
Sharpe Ratio NA 1.48 0.92 0.33 NA NA NA 1.36 1.00 0.66 1.06 -0.90 1.32 0.45 1.09
Standard Deviation(%) NA 12.22 13.34 14.91 NA NA NA 14.76 15.13 11.06 12.71 20.71 12.15 29.65 10.90
Draw Down(%) NA 9.28 15.12 25.85 NA NA NA 9.28 15.12 6.93 11.68 25.41 5.78 33.64 5.99
Yield(%) 0.00 7.47 6.76 6.09 4.80 3.20 2.40 0.00 8.01 6.67 5.30 6.90 9.10 5.63 2.71
Data as of 06/12/2026, Common starting date is 05/03/2019
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
MXGNX (Great-West Lifetime 2060 Fund Investor Class) 1.64%
Apr 2021 – Apr 2024
6.53%
Mar 2021 – Mar 2026
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
MXGNX (Great-West Lifetime 2060 Fund Investor Class) 18.15%
Sep 2022 – Sep 2025
12.62%
Mar 2020 – Mar 2025
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return