Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| MXGNX (Great-West Lifetime 2060 Fund Investor Class) | 9.86% | 10.75% | 13.55% | 10.78% | NA | NA | NA | 9.19% |
Data as of 07/11/2025, AR inception is 05/03/2019
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MXGNX (Great-West Lifetime 2060 Fund Investor Class) | 05/03/2019 | 07/11/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.94 | 10.75 | 13.55 | 10.78 | NA | NA | NA | 9.19 | 9.86 | 10.87 | 17.00 | -17.05 | 16.09 | 13.73 | 8.56 |
| Sharpe Ratio | NA | 0.48 | 0.69 | 0.57 | NA | NA | NA | 0.39 | 0.90 | 0.66 | 1.06 | -0.90 | 1.32 | 0.45 | 1.09 |
| Standard Deviation(%) | NA | 15.70 | 14.84 | 15.12 | NA | NA | NA | 17.98 | 18.55 | 11.06 | 12.71 | 20.71 | 12.15 | 29.65 | 10.90 |
| Draw Down(%) | NA | 15.12 | 15.37 | 25.85 | NA | NA | NA | 33.64 | 15.12 | 6.93 | 11.68 | 25.41 | 5.78 | 33.64 | 5.99 |
| Yield(%) | 0.00 | 6.08 | 6.77 | 7.37 | 3.94 | 2.63 | 1.97 | 6.57 | 0.00 | 6.67 | 5.30 | 6.90 | 9.10 | 5.63 | 2.71 |
Data as of 07/11/2025, AR inception 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 |
7.27%
Dec 2019 - Dec 2024 |
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) |
13.90%
Mar 2020 - Mar 2023 |
12.62%
Mar 2020 - Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart