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
MXJUX (GREAT-WEST MODERATELY CONSERVATIVE PROFILE II FUND INSTITUTIONAL CLASS) 5.17% 11.95% 9.73% 4.62% 6.41% NA NA
Data as of 06/04/2026, Common starting date 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 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 (%) -0.19 11.95 9.73 4.62 6.41 NA NA 5.17 10.39 6.56 10.58 -10.46 9.68 9.77 15.17 -4.75 8.70 8.85 -2.46
Sharpe Ratio NA 1.68 0.99 0.28 0.39 NA NA 1.50 1.04 0.49 0.98 -1.06 1.58 0.61 2.70 -0.21 1.54 1.15 -0.19
Standard Deviation(%) NA 5.93 6.91 7.85 12.28 NA NA 7.26 7.27 6.04 7.16 11.31 6.10 15.49 5.08 29.32 5.25 7.53 19.52
Draw Down(%) NA 4.88 7.00 16.04 26.20 NA NA 4.88 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 4.64 4.76 4.69 5.25 3.64 2.73 0.00 4.82 4.38 4.98 5.78 6.39 2.38 7.29 6.54 4.70 4.66 3.95
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
MXJUX (GREAT-WEST MODERATELY CONSERVATIVE PROFILE II FUND INSTITUTIONAL CLASS) 1.17%
Apr 2021 – Apr 2024
2.81%
Sep 2017 – Sep 2022
5.49%
Jul 2015 – Jul 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
6.88%
Feb 2016 – Feb 2026
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return