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
MXIUX (GREAT-WEST CORE BOND FUND INSTITUTIONAL CLASS) 0.24% 4.76% 4.27% 0.07% 2.00% NA NA
Data as of 06/04/2026, Common starting date is 05/01/2015
More Performance Analytics Comparison
Name Start Date End Date
MXIUX (GREAT-WEST CORE BOND FUND INSTITUTIONAL CLASS) 05/01/2015 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 2018 2017 2016 2015
Annualized Return (%) 0.00 4.76 4.27 0.07 2.00 NA NA 0.24 7.18 1.80 6.62 -14.37 -1.21 8.48 9.45 -0.72 4.29 4.99 -1.98
Sharpe Ratio NA 0.74 0.22 -0.35 0.08 NA NA -0.40 0.98 -0.24 0.38 -1.86 -0.36 1.57 2.72 -0.85 1.42 1.70 -0.97
Standard Deviation(%) NA 3.85 6.32 6.73 5.34 NA NA 4.14 4.41 7.61 7.85 8.51 3.40 5.23 2.94 2.48 2.57 2.81 3.08
Draw Down(%) NA 2.89 6.71 19.50 19.50 NA NA 2.89 2.70 4.27 7.74 18.38 3.14 8.56 1.83 2.51 1.32 3.36 2.29
Yield(%) 0.00 3.68 4.20 3.27 3.25 2.36 1.77 0.00 3.78 3.94 6.15 1.94 3.55 3.67 3.14 3.13 2.91 3.21 2.55
Data as of 06/04/2026, Common starting date is 05/01/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
MXIUX (GREAT-WEST CORE BOND FUND INSTITUTIONAL CLASS) -5.57%
Oct 2020 – Oct 2023
-0.87%
Jul 2020 – Jul 2025
1.95%
Jul 2015 – Jul 2025
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
MXIUX (GREAT-WEST CORE BOND FUND INSTITUTIONAL CLASS) 6.18%
Oct 2022 – Oct 2025
5.24%
Dec 2015 – Dec 2020
2.56%
Feb 2016 – Feb 2026
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return