Performance Comparison
Portfolio Performance Comparison
Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
---|---|---|---|---|---|---|---|---|
MXIOX (GREAT-WEST INFLATION-PROTECTED SECURITIES FUND INSTITUTIONAL CLASS) | 5.12% | 5.87% | 3.15% | 2.62% | NA | NA | NA | 3.23% |
Data as of 07/18/2025, AR inception is 01/05/2018
More Performance Analytics Comparison
Name | Start Date | End Date |
---|---|---|
MXIOX (GREAT-WEST INFLATION-PROTECTED SECURITIES FUND INSTITUTIONAL CLASS) | 01/05/2018 | 07/18/2025 |
Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return (%) | 0.43 | 5.87 | 3.15 | 2.62 | NA | NA | NA | 3.23 | 5.12 | 3.10 | 5.01 | -8.59 | 5.29 | 7.91 | 6.65 | -0.89 |
Sharpe Ratio | NA | 0.40 | -0.03 | 0.10 | NA | NA | NA | 0.25 | 1.64 | -0.08 | 0.24 | -1.40 | 1.62 | 1.55 | 1.85 | -0.92 |
Standard Deviation(%) | NA | 6.67 | 6.07 | 5.44 | NA | NA | NA | 4.95 | 4.05 | 6.54 | 5.66 | 7.18 | 3.25 | 4.91 | 2.79 | 2.49 |
Draw Down(%) | NA | 4.05 | 8.63 | 11.25 | NA | NA | NA | 11.25 | 2.40 | 3.83 | 3.85 | 10.97 | 2.00 | 8.47 | 1.50 | 2.01 |
Yield(%) | 0.00 | 3.90 | 4.47 | 4.28 | 2.90 | 1.93 | 1.45 | 4.14 | 0.00 | 4.00 | 4.82 | 7.53 | 3.69 | 2.61 | 2.29 | 4.61 |
Data as of 07/18/2025, AR inception is 01/05/2018
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
---|---|---|---|---|
MXIOX (GREAT-WEST INFLATION-PROTECTED SECURITIES FUND INSTITUTIONAL CLASS) |
-0.36%
Sep 2020 - Sep 2023 |
2.11%
Sep 2018 - Sep 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
---|---|---|---|---|
MXIOX (GREAT-WEST INFLATION-PROTECTED SECURITIES FUND INSTITUTIONAL CLASS) |
6.61%
Dec 2018 - Dec 2021 |
3.49%
Mar 2020 - Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart