Performance Comparison
Portfolio Performance Comparison
Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
---|---|---|---|---|---|---|---|---|
MXHAX (Great-West Large Cap Value Fund Investor Class II) | 7.43% | 8.92% | 13.05% | 14.86% | NA | NA | NA | 13.44% |
Data as of 07/21/2025, AR inception is 10/28/2019
More Performance Analytics Comparison
Name | Start Date | End Date |
---|---|---|
MXHAX (Great-West Large Cap Value Fund Investor Class II) | 10/28/2019 | 07/21/2025 |
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 (%) | -0.63 | 8.92 | 13.05 | 14.86 | NA | NA | NA | 13.44 | 7.43 | 15.44 | 12.51 | -3.48 | 27.16 | 3.05 | 6.42 |
Sharpe Ratio | NA | 0.26 | 0.64 | 0.77 | NA | NA | NA | 0.46 | 0.59 | 0.65 | 0.71 | -0.25 | 2.03 | 0.08 | 5.68 |
Standard Deviation(%) | NA | 22.14 | 17.10 | 16.73 | NA | NA | NA | 21.45 | 19.07 | 18.33 | 12.53 | 19.85 | 13.34 | 36.87 | 7.34 |
Draw Down(%) | NA | 19.01 | 19.01 | 19.01 | NA | NA | NA | 37.73 | 14.17 | 11.04 | 10.06 | 16.72 | 6.17 | 37.73 | 1.92 |
Yield(%) | 0.00 | 10.21 | 8.62 | 9.26 | 4.56 | 3.04 | 2.28 | 9.13 | 0.00 | 11.62 | 6.66 | 7.73 | 8.03 | 4.54 | 3.04 |
Data as of 07/21/2025, AR inception is 10/28/2019
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
---|---|---|---|---|
MXHAX (Great-West Large Cap Value Fund Investor Class II) |
7.83%
Dec 2021 - Dec 2024 |
10.44%
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 |
---|---|---|---|---|
MXHAX (Great-West Large Cap Value Fund Investor Class II) |
20.10%
Mar 2020 - Mar 2023 |
18.21%
Mar 2020 - Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart