Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| MXISX (GREAT-WEST S&P SMALL CAP 600 INDEX FUND INVESTOR CLASS) | -4.65% | 3.93% | 3.66% | 5.96% | 4.85% | 8.29% | 4.46% | 3.50% |
Data as of 06/30/2025, AR inception is 12/30/1993
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MXISX (GREAT-WEST S&P SMALL CAP 600 INDEX FUND INVESTOR CLASS) | 12/30/1993 | 06/30/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.71 | 3.93 | 3.66 | 5.96 | 4.85 | 8.29 | 4.46 | 3.50 | -4.65 | 3.25 | 12.39 | -21.38 | 16.08 | 4.95 | 21.46 | -9.16 | 13.15 | 25.04 | -2.46 | 5.38 | 40.39 | 10.65 | -4.49 | 24.86 | 24.97 | -38.23 | -9.51 | 4.77 | 1.92 | 18.02 | 38.10 | -15.28 | 5.37 | -3.00 | 1.64 | -36.57 | 2.41 | 6.97 | 24.58 | -4.68 | 1.09 |
| Sharpe Ratio | NA | -0.08 | 0.02 | 0.16 | 0.12 | NA | NA | 0.07 | -0.68 | -0.16 | 0.41 | -0.88 | 0.72 | 0.10 | 1.24 | -0.44 | 1.00 | 1.42 | -0.15 | 0.35 | 2.81 | 0.64 | -0.14 | 1.04 | 0.72 | -0.86 | -0.57 | 0.08 | -0.02 | 1.04 | 2.14 | -0.67 | 0.13 | -0.24 | -0.10 | -0.86 | -0.05 | 0.28 | 2.57 | -0.79 | NA |
| Standard Deviation(%) | NA | 24.28 | 22.31 | 23.12 | 24.12 | NA | NA | 24.16 | 27.07 | 20.37 | 20.02 | 26.04 | 22.42 | 45.11 | 16.20 | 23.94 | 12.60 | 17.47 | 16.09 | 15.23 | 14.35 | 16.78 | 33.40 | 23.77 | 34.51 | 45.25 | 21.88 | 18.13 | 16.69 | 16.47 | 17.46 | 24.58 | 22.97 | 29.52 | 15.47 | 46.51 | 21.34 | 12.51 | 8.07 | 9.63 | 0.00 |
| Draw Down(%) | NA | 28.07 | 28.07 | 35.42 | 44.74 | NA | NA | 70.67 | 24.29 | 11.96 | 19.07 | 26.08 | 10.80 | 42.57 | 10.09 | 27.05 | 6.65 | 12.40 | 13.38 | 11.87 | 5.00 | 11.88 | 26.92 | 19.54 | 33.67 | 49.04 | 21.28 | 13.75 | 10.59 | 12.22 | 14.53 | 33.68 | 23.85 | 21.91 | 15.50 | 47.35 | 23.44 | 15.44 | 6.79 | 12.99 | 0.00 |
| Yield(%) | 0.00 | 3.68 | 1.59 | 2.00 | 5.05 | 7.62 | 4.15 | 3.21 | 0.00 | 3.61 | 0.58 | 0.41 | 2.36 | 1.30 | 7.60 | 11.47 | 10.16 | 6.03 | 9.71 | 7.45 | 6.43 | 0.00 | 0.00 | 0.00 | 0.79 | 0.79 | 0.64 | 0.50 | 0.56 | 0.38 | 0.20 | 0.71 | 7.86 | 1.28 | 0.62 | 0.55 | 0.66 | 1.06 | 2.08 | 0.97 | 0.09 |
Data as of 06/30/2025, AR inception is 12/30/1993
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MXISX (GREAT-WEST S&P SMALL CAP 600 INDEX FUND INVESTOR CLASS) |
-25.16%
Feb 2006 - Feb 2009 |
-15.26%
Sep 1997 - Sep 2002 |
-4.90%
Nov 1998 - Nov 2008 |
-4.06%
Feb 1994 - Feb 2009 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MXISX (GREAT-WEST S&P SMALL CAP 600 INDEX FUND INVESTOR CLASS) |
28.17%
Feb 2009 - Feb 2012 |
24.76%
Feb 2009 - Feb 2014 |
16.38%
Feb 2009 - Feb 2019 |
11.55%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart