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
MXKJX (GREAT-WEST GOLDMAN SACHS MID CAP VALUE FUND INSTITUTIONAL CLASS) 10.99% 21.63% 16.45% 8.56% 10.12% NA NA
Data as of 06/05/2026, Common starting date is 05/01/2015
More Performance Analytics Comparison
Name Start Date End Date
MXKJX (GREAT-WEST GOLDMAN SACHS MID CAP VALUE FUND INSTITUTIONAL CLASS) 05/01/2015 06/05/2026
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 (%) -0.96 21.63 16.45 8.56 10.12 NA NA 10.99 -6.75 35.11 15.53 -35.06 79.56 -0.74 20.79 -12.42 18.04 20.77 -5.98
Sharpe Ratio NA 1.42 0.57 0.17 0.28 NA NA 1.78 -0.40 1.09 0.77 -0.62 2.27 -0.02 1.52 -0.91 0.85 1.31 -0.54
Standard Deviation(%) NA 13.34 23.17 35.49 29.98 NA NA 14.05 24.05 28.95 15.46 58.69 35.11 40.71 12.71 15.18 20.53 15.67 16.27
Draw Down(%) NA 7.46 27.44 41.11 48.43 NA NA 7.46 27.44 14.29 13.38 41.11 6.98 45.49 8.81 20.68 12.09 13.47 11.97
Yield(%) 0.00 8.51 9.61 10.18 9.89 6.63 4.98 0.00 7.25 15.08 2.93 4.13 35.69 1.12 1.60 9.74 17.24 5.51 8.83
Data as of 06/05/2026, 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
MXKJX (GREAT-WEST GOLDMAN SACHS MID CAP VALUE FUND INSTITUTIONAL CLASS) -7.27%
Mar 2017 – Mar 2020
2.77%
Jun 2015 – Jun 2020
8.53%
Jul 2015 – Jul 2025
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
MXKJX (GREAT-WEST GOLDMAN SACHS MID CAP VALUE FUND INSTITUTIONAL CLASS) 29.13%
Dec 2018 – Dec 2021
17.85%
Mar 2020 – Mar 2025
11.40%
Feb 2016 – Feb 2026
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return