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
MXGUX (Great-West Lifetime 2060 Fund Institutional Class) 10.57% 23.75% 16.94% 8.01% NA NA NA
Data as of 06/04/2026, Common starting date is 05/03/2019
More Performance Analytics Comparison
Name Start Date End Date
MXGUX (Great-West Lifetime 2060 Fund Institutional Class) 05/03/2019 06/04/2026
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 (%) -0.08 23.75 16.94 8.01 NA NA NA 10.57 18.43 11.29 17.39 -16.80 16.46 14.19 8.80
Sharpe Ratio NA 1.91 1.07 0.39 NA NA NA 1.82 1.03 0.70 1.09 -0.89 1.35 0.47 1.12
Standard Deviation(%) NA 11.60 13.20 14.79 NA NA NA 14.09 15.16 11.04 12.69 20.61 12.16 29.60 10.96
Draw Down(%) NA 9.12 15.10 25.63 NA NA NA 9.12 15.10 6.88 11.56 25.28 5.68 33.52 5.89
Yield(%) 0.00 7.70 7.15 6.33 4.99 3.32 2.49 0.00 8.17 6.91 5.73 6.98 9.49 5.79 2.85
Data as of 06/04/2026, 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
MXGUX (Great-West Lifetime 2060 Fund Institutional Class) 1.98%
Apr 2021 – Apr 2024
6.90%
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
MXGUX (Great-West Lifetime 2060 Fund Institutional Class) 18.53%
Sep 2022 – Sep 2025
13.02%
Mar 2020 – Mar 2025
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return