Performance Comparison
Portfolio Performance Comparison
Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
---|---|---|---|---|---|---|---|---|
MXJUX (GREAT-WEST MODERATELY CONSERVATIVE PROFILE II FUND INSTITUTIONAL CLASS) | 5.56% | 6.55% | 8.02% | 6.12% | 5.47% | NA | NA | 5.43% |
Data as of 07/15/2025, AR inception is 05/01/2015
More Performance Analytics Comparison
Name | Start Date | End Date |
---|---|---|
MXJUX (GREAT-WEST MODERATELY CONSERVATIVE PROFILE II FUND INSTITUTIONAL CLASS) | 05/01/2015 | 07/15/2025 |
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 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return (%) | 0.10 | 6.55 | 8.02 | 6.12 | 5.47 | NA | NA | 5.43 | 5.56 | 6.56 | 10.58 | -10.46 | 9.68 | 9.77 | 15.17 | -4.75 | 8.70 | 8.85 | -2.46 |
Sharpe Ratio | NA | 0.53 | 0.57 | 0.55 | 0.32 | NA | NA | 0.30 | 0.96 | 0.49 | 0.98 | -1.06 | 1.58 | 0.61 | 2.70 | -0.21 | 1.54 | 1.15 | -0.19 |
Standard Deviation(%) | NA | 7.74 | 8.14 | 8.01 | 13.22 | NA | NA | 13.13 | 8.91 | 6.04 | 7.16 | 11.31 | 6.10 | 15.49 | 5.08 | 29.32 | 5.25 | 7.53 | 19.52 |
Draw Down(%) | NA | 7.00 | 9.81 | 16.04 | 26.20 | NA | NA | 26.20 | 7.00 | 3.05 | 6.75 | 15.99 | 3.02 | 19.94 | 2.61 | 22.59 | 2.59 | 6.50 | 14.63 |
Yield(%) | 0.00 | 4.14 | 5.01 | 4.82 | 4.96 | 3.32 | 2.49 | 4.99 | 0.00 | 4.38 | 4.98 | 5.78 | 6.39 | 2.38 | 7.29 | 6.54 | 4.70 | 4.66 | 3.95 |
Data as of 07/15/2025, AR inception is 05/01/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
---|---|---|---|---|
MXJUX (GREAT-WEST MODERATELY CONSERVATIVE PROFILE II FUND INSTITUTIONAL CLASS) |
1.17%
Apr 2021 - Apr 2024 |
2.81%
Sep 2017 - Sep 2022 |
5.54%
Jun 2015 - Jun 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
---|---|---|---|---|
MXJUX (GREAT-WEST MODERATELY CONSERVATIVE PROFILE II FUND INSTITUTIONAL CLASS) |
11.51%
Dec 2018 - Dec 2021 |
8.44%
Feb 2016 - Feb 2021 |
5.54%
Jun 2015 - Jun 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart